Outcomes App
A purpose-built analytics platform for OEMs — giving every stakeholder, from the C-suite to the end customer, a clear view of what matters to them. Customize automated reports of your business outcomes — asset fault history, utilization, running stats, and more — and consolidate operational data across your entire ecosystem without manual reporting, spreadsheets, or data silos.
OEMs deploy it internally for their own teams and externally for distributors and customers, with full control over who sees what.
👥 Who Is It For?
| Audience | Without the App | With the App |
|---|---|---|
| C-Suite / Leadership | Waiting on manual reports that arrive too late to act on | Live KPI view — spot underperformance and make calls before the month closes |
| Operations & Field Teams | Chasing asset status across spreadsheets and phone calls | Instant visibility into every asset in the field — what's active, offline, or needs attention |
| Managers | No consistent way to compare team or regional performance | Side-by-side regional and team breakdowns — identify gaps and act early |
| Distributors & Channel Partners | Emailing the OEM for every update, no self-serve visibility | Their own scoped view — sales, inventory, and account data on demand |
| End Customers | No visibility into their own equipment until something breaks | On-demand access to asset status, usage history, and service records |
Each user sees only what is relevant and permitted for them. The OEM retains full control over access at the individual user level.
🎯 Why Outcomes?
- Focus on business outcomes — generate standard and custom reports tied to specific asset KPIs that matter to your customers
- Full installed base visibility — see every asset by geography, sales territory, year of manufacture, installation date, regulation status, and more
- Advanced reporting — track asset utilization, uptime/downtime metrics, failure history, and location — moving beyond traditional reporting
- Convert downtime to planned maintenance — analyze patterns across all assets to predict maintenance needs and prevent unplanned failures
- Optimize performance — use data to optimize asset settings, reduce energy consumption, and enhance fleet-wide performance
- Rich structured data — aftersales data (maintenance, inspections, alerts, parts, contracts) combined with external datasets for a complete picture
- Interactive and real-time — filter, drill down, and explore reports without leaving the platform
- Multi-audience delivery — one platform serves internal teams, distributors, and customers simultaneously
- Automated reporting — automated dashboards replace spreadsheet-based reporting cycles
🔐 Access Control
The Outcomes App includes user-based access control built for multi-tier distribution.
- OEMs configure access at the individual user level
- Each user gets a tailored view — no data leaks across groups
- Internal employees, distributors, and end customers can all be on the same platform with completely isolated views
- Granular permissions down to dashboard, metric, or data segment level
When editing a dashboard, administrators can set the Assignment Type:
| Assignment Type | What It Does |
|---|---|
| All | Every user in the platform can see this dashboard |
| Users | Only specific users you select can see this dashboard |
📊 Standard Dashboards
3 standard dashboards are available out of the box — no configuration required, ready from day one.
Installed Base Dashboard
Best for: OEM leadership, product teams, field operations
Get a complete, real-time picture of every asset deployed in the field.
- Total assets deployed, broken down by model, category, or region
- Model-level market share — which products dominate your installed base
- Asset age distribution — identify units approaching end-of-life
- Active vs. inactive asset counts
- Geographic spread and concentration of deployments
Key questions it answers:
- Which models have the highest share of my installed base?
- Where are my oldest assets concentrated, and when should I plan replacements?
- Which product lines are growing vs. declining?
QR Code Analytics Dashboard
Best for: Product teams, marketing, field operations, customer success
OEMs attach QR codes to physical assets, packaging, manuals, and service points. This dashboard turns every scan into actionable data.
- Scan volume over time, by asset, location, or QR code
- Geographic heatmaps of scan activity
- Scan frequency trends — peak times, high-activity zones
- Which QR codes are driving the most engagement
- Drop-off or inactivity across codes that aren't being scanned
Key questions it answers:
- Which assets or locations are generating the most QR code engagement?
- Are end customers scanning post-purchase, and how often?
- Are certain QR codes underperforming or going unused?
User Analytics Dashboard
Best for: Platform administrators, C-suite, operations leads
Understand how every type of user — field technician, distributor, end customer — is engaging with the platform.
- Active users segmented by role type (internal, distributor, customer)
- Feature and dashboard usage — where users spend their time
- Login frequency and session activity over time
- Users with low or zero engagement (adoption risk)
- Comparison of behavior across different user groups
Key questions it answers:
- Are distributors and customers actually logging in and using the platform?
- Which dashboards or features are driving the most engagement?
- Which user groups are underutilizing the platform, and why?
🎨 Custom Dashboards
For OEMs with workflows, KPIs, or data structures that go beyond the standard templates. Custom dashboards are built around your specific data, business logic, and team structure.
Common custom dashboard use cases:
| Custom Dashboard | Use Case |
|---|---|
| Weather + Asset Data | Correlate weather conditions with equipment performance and failure patterns |
| Sales Enablement | Surface upsell and cross-sell opportunities mapped to aftersales activity |
| Sales Opportunities Near Me | Geographic view of service and sales opportunities for field teams |
| Deep IoT Analytics | Advanced sensor analytics — trend analysis, anomaly detection, predictive patterns |
| Management Dashboard | Executive-level KPIs — revenue impact, customer churn indicators, fleet health scores |
| Regulatory Compliance | Track certification status, inspection due dates, and compliance gaps |
| Technician Productivity | Job completion rates, time-to-resolve, and service efficiency metrics |
| Dealer / Distributor Scorecards | Performance comparison across your channel partner network |
Custom dashboards follow the same access control model — they can be rolled out to specific roles or audiences.
💡 Contact your Industrility account team to discuss custom dashboard requirements.
📦 Clean Dataset Option
For OEMs with an in-house analytics team who prefer full control over visualization.
What we handle:
- Data extraction and consolidation from relevant sources
- Cleaning, normalization, and structuring
- Documentation of data schema and field definitions
- Scheduled or on-demand data refreshes
What your team handles:
- Building their own dashboards, models, and reports using their preferred tools
💡 Ideal for organizations with strong internal analytics capabilities who want structured data delivered to their own BI stack.
📋 Outcomes List
The main page displays the OUTCOMES table — a library of all reports available to your account.
Table Columns
What does each column mean?
| Column | Description |
|---|---|
| Category | The report type classification |
| Report | The report name — click to open and run the report |
| Tag | A badge indicating the report's classification or audience |
| Description | A brief summary of what the report covers |
| Action | 🗑 Delete icon to remove the report from the list |
Tag Badges
What do the tag badges mean?
| Tag | Meaning |
|---|---|
| Standard | A standard platform report (⚫ Dark gray badge) |
| Default | A pre-built report provided out of the box (⚫ Dark gray badge) |
| Asset | A report focused specifically on asset-level data (⚫ Dark gray badge) |
| (no tag) | Report has not been assigned a tag — functions normally |
⚠️ Non-obvious: Clicking the Report name opens the report. There is no separate "View" or "Open" button — the name itself is the link.
Toolbar Controls
What do the controls do?
| Control | Function |
|---|---|
| 🔍 Search | Search reports by name or keyword |
| ☰ Filter | Filter the list by column values |
| ⊞ Column picker | Show or hide table columns |
| ☰ List view | Standard list layout (default) |
| ⠿ Grid view | Tile layout |
| 🏢 Card view | Expanded card layout |
| + | Add a new report to the library |
| Request Data | Export a data extract of the outcomes list |
🔢 Required Inputs Panel
When you open a report, a Required Inputs panel appears at the top of the page. You must configure these inputs and click SHOW to load the report.
Input Fields
| Field | Options | Description |
|---|---|---|
| Select Date Range | 7 days, 30 days, 60 days, Month To Date, Custom | The time window for data included in the report. Defaults to 7 days. |
| Select Assets | Dropdown list of all accessible assets (name + serial number) | Filter the report to one or more specific assets. Multiple assets can be selected; each appears as a removable chip. |
Input Controls
What do the controls do?
| Control | Function |
|---|---|
| × (on asset chip) | Remove a selected asset from the filter |
| × (clear all) | Clear all selected assets at once |
| ▼ (dropdown arrow) | Expand the asset selection list |
| ☰ (filter icon) | Additional filter options for the report inputs |
| SHOW (blue button) | Apply the selected inputs and load the report |
⚠️ Non-obvious: The report does not load automatically when you open it. You must select your date range and assets, then click SHOW. Until SHOW is clicked, the Report Display section remains empty or shows a previous state.
⚠️ Non-obvious: The Custom date range option allows you to define a specific start and end date. However, Custom date ranges cannot be used when scheduling a report for recurring delivery — only the preset options (7 days, 30 days, 60 days, Month To Date) are compatible with scheduled reports.
📊 Report Display
After clicking SHOW, the Report Display section renders the interactive report below the inputs panel.
Report Display Controls
| Control | Location | Function |
|---|---|---|
| ↺ Reset | Top left | Resets all in-report filters to their default state |
| ↩ Undo | Top left | Undoes the last in-report filter or control change |
| ↪ Redo | Top left | Redoes the last undone change |
| ⬇ Download | Top right | Downloads the report data |
| Full Screen | Top right | Expands the report to fill the full browser window |
| ✏️ Edit (pencil) | Top right of page | Opens the report configuration for editing (admin access) |
Report Tabs
Reports with multiple data domains are organized into tabs. For example:
| Tab | What It Shows |
|---|---|
| Assets | All charts and data tables related to physical assets |
| System | All charts and data tables related to systems, plants, and locations |
📊 Assets Tab — Charts & Visuals
Report Controls Bar
A horizontal controls bar appears across the top of the tab. These filters narrow all charts on the page simultaneously.
| Control | Filters By |
|---|---|
| Asset owner | The owner of the asset |
| Asset Model | The specific model |
| Orphan Status | Whether the asset is unassigned |
| Asset Status | Active, disabled, commissioned, or inactive |
| Distributor | The distributor associated with the asset |
| Model Family | The product family or line |
| Industry of Customer | The customer's industry sector |
| Asset Type | The type or category of asset |
All controls default to All. Changing any control filters all charts on the tab in real time.
KPI Summary Tiles
What do the metrics mean?
| Metric | What It Shows |
|---|---|
| Total Number of Unique Assets | Distinct asset count across selected filters |
| Number of Unique Models | Count of distinct asset models in the filtered set |
| Number of Unique Customers / Owners | Count of distinct owners or customer accounts |
| Total Number of Orphan Assets | Assets not currently assigned to an owner or system |
| Average Age of Assets (In Years) | Calculated average age across the filtered asset set |
Asset Charts
What does each chart show?
| Chart Type | What It Shows |
|---|---|
| Asset Age Band | Donut — asset distribution by age classification |
| Asset Age Distribution | Bar — count of assets in each age band category |
| Asset Distribution by Type | Donut — breakdown of assets by equipment type |
| Status of Asset | Donut — asset count split by operational status |
| Owners With Most Inactive / Decommissioned / Disabled Assets | Bar — which owners have the most non-active equipment |
| Monthly Asset Creation Trend | Bar — asset registration volume by quarter and year |
| Most Popular Assets | Donut — most common asset names or models by count |
| Asset Distribution by Customer Industry | Donut — breakdown of assets by customer industry sector |
| Top Distributors | Bar — distributors ranked by number of associated assets |
| Owners With Most Active Assets And Age of Asset | Bar — owners with the highest count of active assets, overlaid with age category |
| Percentage of Orphan Assets | Donut — proportion of the total fleet that is unassigned |
| Models With Most Assets | Stacked bar — top models ranked by fleet size, stacked by asset status |
Asset Status Colors
| Status | Color | Meaning |
|---|---|---|
| active | 🔵 Light blue | Asset is operational and in service |
| disabled | 🔷 Dark navy | Asset has been disabled |
| commissioned | 🟠 Orange | Asset has been commissioned but may not yet be active |
| inactive | 🟢 Green | Asset is inactive or out of service |
Summary Table — Column Reference
The Assets tab includes a detail-level Summary Table showing individual asset records.
What does each column mean?
| Column | Description |
|---|---|
| name | Asset name or identifier |
| serialnumber | Asset serial number |
| owner | Current asset owner |
| model | Asset model code |
| Status Based on Decommission Date | Lifecycle status derived from decommission date (e.g., Recently Installed) |
| distributorname | Distributor associated with the asset |
| Orphan Assets | Indicates whether the asset is an orphan |
Summary Table Status Highlights
| Status | Cell Highlight | Meaning |
|---|---|---|
| Recently Installed | 🟡 Yellow-green | Asset was recently added to the fleet |
| Orphan | 🟡 Yellow-green | Asset is not currently assigned to an owner |
Customer Title Table — Column Reference
A second detail table provides contact and account information.
What does each column mean?
| Column | Description |
|---|---|
| Customer Name | Account or facility name |
| Office | Office or branch associated with the customer |
| Industry | Customer's industry sector |
| Contact Name | Primary contact person |
| Contact email address | |
| Phone | Contact phone number |
📊 System Tab — Charts & Visuals
The System tab shows data about physical locations, plants, and systems — the hierarchy above individual assets.
System Controls Bar
| Control | Filters By |
|---|---|
| status equals | System status (Registered, active) |
| type equals | System type (location, Plant, factory, system, area, etc.) |
System KPI Tiles
What do the metrics mean?
| Metric | What It Shows |
|---|---|
| Number of Systems | Total count of systems in the filtered view |
| Number of Owners | Count of distinct owners across all systems |
System Charts
What does each chart show?
| Chart Type | What It Shows |
|---|---|
| Location Information | World map — geographic distribution of systems, color-coded by status |
| Distribution of Systems by Type | Donut — breakdown by system classification |
| Systems With Most Number Of Assets | Donut — top systems ranked by how many assets they contain |
System Status Colors
| Status | Color | Meaning |
|---|---|---|
| Registered | 🔷 Dark navy | System has been registered but may not be fully active |
| active | 🔵 Light blue | System is live and operational |
System Type Classifications
| Type | Description |
|---|---|
| location | A geographic or site-level location |
| Plant | A manufacturing or processing plant |
| factory | A factory-type facility |
| system | A named system grouping |
| area | A designated area within a facility |
| Indoor-factory | Indoor factory environment |
| outdoor-factory | Outdoor factory environment |
| room | A room-level location |
🔄 Workflows
Workflow 1: Run a Report
- Open the Business Outcomes Reports app from the sidebar.
- In the Outcomes table, click the Report name you want to run.
- In the Required Inputs panel at the top, select a Date Range (7 days, 30 days, 60 days, Month To Date, or Custom).
- Click the Select Assets field and choose one or more assets from the dropdown. Each selected asset appears as a chip.
- Click the blue SHOW button.
- The Report Display section loads with all charts and tables populated for your selections.
- Use the Assets and System tabs to navigate between views.
✅ Result: The report renders with data scoped to your selected date range and assets. All charts update simultaneously based on the input filters.
Workflow 2: Filter Within a Report Using Controls
- Run the report using Workflow 1.
- In the Controls bar at the top of the report, click any control (e.g., Asset Status, Distributor, Model Family).
- Select the value you want to filter by.
- All charts on the current tab update immediately to reflect only the filtered data.
- To reset all filters to their defaults, click the ↺ Reset button at the top left of the Report Display.
✅ Result: All report charts reflect only the data matching your applied controls. The reset button restores the full view without re-running the report.
Workflow 3: View the Report in Full Screen
- Run the report using Workflow 1.
- Click the Full Screen button at the top right of the Report Display section.
- The report expands to fill the browser window, removing all platform navigation.
- Use the tab controls and in-report filters normally in full screen mode.
- Press Escape or click the exit full screen control to return to the standard view.
✅ Result: The report is displayed in a larger, distraction-free view — useful for presenting reports in meetings or reviewing dense data tables.
Workflow 4: Add a New Report to the Library
- From the Outcomes main page, click the + icon in the toolbar.
- In the creation form, enter a Title, Description, Tag, Category, Report Type, Status, Author, and From / To date range.
- Click Next.
- Select the dashboard you want to associate with this report entry from the list, then click Next.
- Set the Assignment Type: "All" makes the report visible to everyone in your account; "Users" restricts it to specific individuals.
- If Users is selected, choose the recipients from the user assignment list.
- Click Finish to publish the report.
✅ Result: The new report appears in the Outcomes list and is immediately accessible to the assigned users. Clicking its name will open it with the standard Required Inputs panel.
✅ Best Practices
- Always click SHOW after changing inputs. Changing the date range or swapping an asset selection does not refresh the report automatically. You must click SHOW each time you want to apply updated inputs.
- Use preset date ranges for any reports you plan to schedule. Custom date ranges are available for one-time viewing only. If you intend to schedule a report for recurring delivery, select a preset option so it recalculates automatically on each delivery.
- Use the Controls bar instead of re-running the report for quick comparisons. Applying the Controls bar filters is instant and does not require a new SHOW action. Reserve re-running for when you need to change the date range or asset scope.
- Use Full Screen for executive presentations. Full Screen mode removes all platform navigation and shows only the report. All tab switching, filters, and chart interactions remain fully functional.
- Check the Orphan Assets metric proactively. Orphan assets — those without an assigned owner — are tracked across both the KPI tiles and a dedicated chart. A high orphan count often indicates onboarding gaps or recently decommissioned owner accounts.
- Use the Summary Table for row-level investigation. When a chart shows an unexpected spike or outlier, scroll to the Summary Table on the Assets tab to see the individual asset records behind the aggregate numbers.
💡 Tips & Shortcuts
| Tip | How |
|---|---|
| Remove a single asset from the filter without clearing all | Click × on that asset's chip in the Select Assets field |
| Clear all selected assets at once | Click the × (clear all) icon at the right end of the Select Assets field |
| Switch between Asset and System data | Click the Assets or System tab in the Report Display section |
| Reset all in-report control filters without re-running | Click the ↺ Reset button at the top left of Report Display |
| Download report data | Click the ⬇ Download icon at the top right of Report Display |
| Find a specific report quickly | Use the 🔍 Search bar on the Outcomes main page and type part of the report name |
| Identify pre-built vs. custom reports | Check the Tag column — Default = pre-built; Standard or no tag = configured for your account |
📅 Analytics Schedules
Creating a Scheduled Report
- Select a report, set date range and assets. (Note: custom date ranges cannot be scheduled.)
- Click Schedule → enter name, emails, frequency, start date, delivery time → Create.
Managing Scheduled Reports
What does each column mean?
| Column | Description |
|---|---|
| Report Name | Name of the scheduled delivery |
| Frequency | How often delivered |
| Next / Last Delivery | Timing info |
| Recipients | Email addresses |
Click a row to view details, generate with saved params, or Edit the schedule.
📊 Business Benefits
| Benefit | Detail |
|---|---|
| Single source of truth | All operational and performance data in one place, consistent across teams |
| Multi-audience delivery | One platform serves internal teams, distributors, and customers simultaneously |
| Automated reporting | Automated dashboards replace spreadsheet-based reporting cycles |
| Proactive decision-making | Real-time visibility lets teams act on trends before they become problems |
| Flexible deployment | Choose from out-of-the-box dashboards, custom builds, or clean data delivery |
| Scalable access control | Role-based permissions grow with your ecosystem without adding operational overhead |
❓ FAQ
Can we control what a distributor sees vs. what an end customer sees? Yes. Access control is fully configurable at the individual user level. Distributors and customers operate in completely isolated views within the same platform.
What data sources does the platform connect to? The Outcomes App connects to asset management systems, ERP platforms, CRM tools, IoT telemetry, and custom data feeds. Contact your account team to confirm compatibility with your specific data environment.
Is there an API or integration layer? Yes. For teams that want to push data programmatically or connect existing systems, integration options are available. The Clean Dataset option is also available for teams that prefer to pull structured data out and work with it in their own tools.
How many custom dashboards can we create? There is no hard limit. Custom dashboards are scoped and built based on your business requirements.
What if we already have a BI team and our own tools? The Clean Dataset option is built for this — we deliver structured, clean data that your team can use in any tool they prefer.
How often is the data refreshed? Refresh frequency depends on your data sources and configuration. Near real-time and scheduled refresh options are available.
Can the platform be whitelabelled? Yes. The Outcomes App is 100% whitelabel by design — your branding, your domain, your product.