Your Portfolio Dashboard
The portfolio dashboard is the management company’s home screen. It gives you a high-level view of all your buildings, their financial health, outstanding issues, and upcoming deadlines.What you will see
Portfolio summary
Total buildings, total units, monthly revenue, and average collection rate
Buildings grid
Each building with status, units, open issues, urgent items, and revenue
Attention required
Critical issues, overdue payments, and upcoming deadlines across the portfolio
Portfolio map
A visual map showing the geographic spread of your properties
Issues by manager
Breakdown of open issues assigned to each property manager
Priority actions
Quick-access cards for urgent issues, upcoming meetings, and financial tasks
Portfolio stats explained
| Stat | What it means |
|---|---|
| Total units | Sum of all residential units across all buildings |
| Open issues | Total unresolved maintenance, safety, and financial issues |
| Urgent issues | Items marked Critical or High severity |
| Monthly revenue | Expected service charge income across the portfolio |
| Avg collection rate | Percentage of expected revenue actually collected |
Building statuses
- Active — Normal operations, no major concerns
- Pending — New building, setup in progress
- Maintenance — Active major works or significant outstanding issues
Filtering and search
Use the search bar and filter buttons to narrow the buildings grid:- Search by building name or address
- Filter by status: All, Active, Pending, or Maintenance
Attention items
The Attention Required panel highlights items that need immediate action:- Critical issues — Safety or severe maintenance problems
- Overdue payments — Service charge arrears requiring follow-up
- Upcoming deadlines — Insurance renewals, inspections, or compliance tasks
Portfolio map
If your buildings have address data, the map shows their geographic spread. This helps with:- Planning site visits and inspections
- Assigning property managers by area
- Visualising portfolio growth
Tips
Review the dashboard daily
The attention panel surfaces what needs action before it becomes a crisis
Filter by status
Focus on buildings in Maintenance status when planning contractor visits
Check collection rates
Low collection rates highlight buildings where arrears management is needed
Assign issues promptly
Unassigned critical issues appear in attention until someone takes ownership