Yacht Analytics Dashboard
Monitor spending, track trends, and drill into cost categories for your yacht assets with the Yacht Analytics dashboard.
Accessing Yacht Analytics
- Navigate to Reports in the sidebar
- Click the “Yacht Analytics” tab (first tab)
- Select an asset from the asset switcher if not already selected
KPI Summary Cards
The dashboard opens with four top-level KPI cards providing an at-a-glance financial overview:
| Card | Description |
|---|---|
| Total Spending | Cumulative spending for the selected period |
| This Month | Current month’s total expenses |
| Last Month | Previous month’s total expenses |
| Trend % | Month-over-month change (up or down arrow with percentage) |
Category Cards
Below the KPIs, six category cards provide a breakdown of spending by operational area. Each card shows:
- Amount spent in that category
- Percentage of total spending
- Transaction count — number of invoices/transactions
- Trend arrow — indicating increase or decrease vs. prior period
Fuel
All fuel-related expenses including diesel, gasoline, and lubricants. Tracks consumption patterns and cost per nautical mile when trip data is available.
Drill-Down
Click on any category card to navigate to a detailed category dashboard showing:
- Monthly breakdown for that category
- Top vendors within the category
- Transaction list with individual amounts
- Historical comparison charts
Charts & Visualizations
Spending Distribution (Donut Chart)
A donut chart displays the proportional breakdown of spending across all six categories. Hover over any segment to see the exact amount and percentage.
Monthly Trend (Line Chart)
A line chart compares spending month-by-month:
- Current year line shows this year’s monthly spending
- Previous year line (when data exists) enables year-over-year comparison
- Hover over data points for exact monthly totals
Data Sources
Yacht Analytics combines data from two sources into a unified view:
| Source | Description |
|---|---|
| Invoices | All invoices associated with the selected yacht asset, categorized by expense type |
| Imported Transactions | CSV-uploaded transaction data (bank statements, credit card records) imported via the data import feature |
Both sources are merged and categorized consistently, so the analytics reflect the complete financial picture regardless of how the data entered the system.
Filters
Customize the dashboard view with the following filters:
| Filter | Options |
|---|---|
| Date Range | Custom start/end dates, or presets (This Month, This Quarter, This Year, Last Year) |
| Asset | Select a specific yacht from your portfolio |
| Category | Focus on one or more spending categories |
Filters apply to all KPIs, category cards, and charts simultaneously.
PDF Export
Generate a professional PDF report from the current dashboard view:
- Configure your desired filters and date range
- Click the “Export PDF” button
- The report generates with:
- KPI summary section
- Category breakdown table
- Charts and visualizations
- Organization branding
- Download the PDF for sharing or archiving
PDF reports are formatted for presentation to asset owners, management companies, or financial advisors.
Best Practices
- Review monthly — Check yacht analytics at least once per month to catch spending anomalies early
- Compare year-over-year — Use the trend line chart to identify seasonal patterns and budget accordingly
- Drill into outliers — When a category shows an unusual spike, click through to the detail view to investigate
- Import all transactions — For complete analytics, ensure both invoices and imported CSV transactions are up to date
- Export for stakeholders — Use the PDF export to share professional reports with owners or management
Related Documentation: