Equipment Reports
Track rental frequency, revenue, and utilization per equipment item.
Overview
Understand how your rental fleet is performing. Access from Dashboard > Reports > Equipment.
This page documents how every metric is calculated. For shared rules across reports, see How report calculations work.
What this report counts
- Bookings counted: Confirmed and Pending. Draft and Canceled rentals are excluded from every revenue and utilization figure.
- Revenue formula: each equipment item's revenue uses the line-item
slice —
AdditionalPrice × Quantityfor each rental line of that item — not the full booking total. So an item that was rented as part of a larger booking contributes only the equipment portion of that booking. - Date axis: bookings filtered and grouped by creation date
(
CreatedAt).
Performance Summary
The main performance table provides a per-item overview:
| Metric | What it is | How it's calculated |
|---|---|---|
| Equipment Name | The name of the item | — |
| Total Rentals | Total rental units in the period | Sum of Quantity across all rental lines for this item, all statuses |
| Revenue | Revenue earned from this item | Sum of AdditionalPrice × Quantity across Confirmed and Pending rental lines |
| Utilization Rate | Approximate inventory usage | See caveat below |
| Total Quantity | Units available in inventory | The Equipment record's quantity setting |
Displayed as a horizontal bar chart ranking your top 10 equipment items by revenue.
Utilization caveat
The Utilization Rate denominator is total_quantity × 30 days — a
simplified assumption that treats each unit as available every day of a
month. It does not account for actual booking durations, multi-day rentals,
blackouts, or schedule windows.
Treat utilization as a directional indicator when comparing items against each other within the same period. The number is not a precise capacity-fill percentage.
Equipment Revenue Over Time
Track how each equipment item's revenue changes period over period:
- Revenue per item broken down by
day,week, ormonth(controlled by the Group by filter). - Each data point sums
AdditionalPrice × Quantityacross recognized rental lines created in that period. - Compare revenue trajectories across multiple items.
Utilization Analysis
A detailed breakdown of inventory usage:
| Data Point | What it is |
|---|---|
| Equipment Name | The item being measured |
| Rented Units | Sum of quantity across recognized rental lines in the period |
| Available Units | The item's inventory quantity |
| Utilization Rate | Rented Units ÷ (Available Units × total days observed) × 100 |
The "total days observed" is the span between the earliest and latest booking creation date for this item in the period (or 30 days if there are none).
Popularity Scoring
Each equipment item receives a popularity ranking based on rental frequency:
| Data Point | What it is |
|---|---|
| Equipment Name | The item |
| Rental Count | Total quantity rented across recognized lines in the period |
| Popularity Score | Each item's rental count relative to other items |
The popularity score lets you compare demand across your fleet without needing to normalize for price differences.
Date axis
Every booking-based metric on this report filters by Booking.CreatedAt
and groups by CreatedAt. There is no service-date axis.
Filters
The Equipment Report supports the full set of common filters:
- Date range — filters bookings by
CreatedAt. - Equipment — narrow to specific equipment items.
- Activities — filter to equipment rentals associated with specific activities.
- Sources — filter by booking source.
- Statuses — override the default recognition rule.
- Group by —
day,week, ormonthfor the period charts.
Fleet Insights
Use the equipment report data to make fleet management decisions:
- High utilization, high revenue — star performers. Consider expanding inventory to capture unmet demand.
- High utilization, low revenue — pricing may be too low. Test a price increase.
- Low utilization, high revenue — niche items that generate good revenue per rental. Maintain but do not over-invest.
- Low utilization, low revenue — candidates for retirement, deep discount promotions, or bundling with popular activities.
- Popularity trends — use period-over-period revenue data to catch items gaining or losing traction before utilization metrics fully reflect the change.
