Planned vs Actual
If your team books equipment in advance, the interesting question is what happens next: are bookings actually picked up, on time, with the items that were reserved? Planned vs actual answers that on three levels — a report, two dashboard tiles, and a summary strip on each reservation.
The report
Run it from Stats & Reports > Reports by selecting Planned vs actual. It counts every booking that started in the period, plus ad-hoc checkouts (checkouts made in the period without any reservation), and shows per group:
- Booked: Reservation occurrences that started in the period.
- Fulfilled: How many of those were converted to a checkout. A booking completed as an event, or simply marked completed, counts as booked but not fulfilled.
- Ad-hoc: Checkouts with no reservation behind them. A high ad-hoc share means much of your real usage bypasses planning.
- Pickup vs plan / Return vs plan: The average deviation from the booked window — for example "2h 05m late" pickup, or an early return.
- Item match: How well the items actually checked out overlap with the items that were reserved, as a percentage. Taking exactly the reserved items scores 100%; leaving items behind or grabbing extra ones lowers it.
- Plan match: The overall score for returned checkouts — how much the actual usage window overlapped the planned one, combined with the item match. A booking picked up on time, returned on time, with exactly the reserved items scores near 100%.
Group by Users to see who plans well, or by Items/Types to see which equipment is booked but not picked up.
The dashboard tiles
The dashboard's Reservations tab has two tiles with the same logic, always covering the last 30 days:
- Reservation Fulfilment: The share of bookings due in the last 30 days that were completed.
- Plan Match: The average planned-vs-actual match of checkouts returned in the last 30 days.
Both show a trend arrow and a small history chart, so you can see whether planning discipline is improving.
On each reservation
Once a reservation has been converted to a checkout, the reservation page shows a Planned vs actual strip under the checkout banner:
- Pickup: How early or late the checkout started compared to the booked start ("on plan" when within a minute).
- Return: The same for the return — or Not returned yet while the checkout is open.
- Items: Exact match when the reserved items were taken, otherwise how many of the reserved items were taken and whether extra items were added.
Green chips mean on plan (or early); orange chips flag deviations.