Fleet Financials: Asset-Level Analysis and Sweet Spot

What is this?

The deepest level of Fleet Financials. Open any product class tab, click an asset, and you get everything: purchase price, engine hours, odometer, cost per hour over the asset's lifetime, sweet spot analysis (when repair costs overtake the value of keeping it running), and monthly cost breakdowns by category.

How to use it

Step 1: Drill to the product class level

From Fleet Overview, click a division, then a product class. You see all assets in that class with revenue, cost, gain/loss, sweet spot metrics, age, hours, and replace/repair status.

Step 2: Open an individual asset

Click any asset to see its full financial picture. The Asset Financial Snapshot shows purchase price, purchase date, age, engine hours, odometer, and salvage value. The Cost/hr LTD chart shows the cost curve over the asset's lifetime with owning (estimated), operating (estimated), and operating (actual) lines.

Step 3: Choose your time range

Click the date selector to switch between Lifetime, Past 12 months, This Year (To Date), or a Custom Year. This changes both the summary cards and the cost breakdown table.

Step 4: Mark replace or repair

Use the Replace Asset and Repair Asset toggles to flag the asset's status. When Replace is toggled on, it shows "Replacement planned - asset scheduled to be retired." This signals to dispatchers and planners that a replacement is coming.

Step 5: Edit the financial snapshot

Click Edit on the Asset Financial Snapshot to update purchase price, purchase date, engine hours, odometer, and salvage value. Set both current values and target thresholds for replacement planning.

Step 6: Review cost breakdown

The Financial Details table shows monthly costs by category: OwningCosts (OWNERSHIP), OtherCosts (TBA), OperatingCosts (LABOR, O/S REP), and REVENUE. Click the arrow to expand sub-categories and see exactly where the money goes each month.

The full details

• Sweet spot (cost): Cost per hour at the optimal replacement point
• Sweet spot (hours): Engine hours at the optimal replacement point
• Replace and Stop Repair: Independent toggles. You can plan a replacement while still repairing, or stop repairs while waiting for the replacement.
• Table Settings: Customize columns: Revenue, Total Cost, Gain/Loss, Sweet Spot, Age, Hours, Odometer, Replace, Stop Repair, Make, Model, Serial Number, Ownership
• Date range: Lifetime, Past 12 months, This Year, or Custom Year

Tips

• Look at the cost/hr LTD chart for trends. If the operating cost line is climbing steeply while owning stays flat, the machine is past its sweet spot.
• Compare assets of the same class. Open multiple asset tabs. A machine with 20K cost and another with 166K cost in the same class tells a story.
• Use salvage value targets. Set what you expect to get at disposal. This anchors the sweet spot calculation.
• Toggle Replace before buying. This signals to the rest of the team that a replacement is coming.