Skip to main content

​
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 & route builder

Full-screen interactive map with property boundary polygons, PM filtering, drag-and-drop site visit route building, and 1-click Google Street View

Portfolio dynamics & profitability

Workload breakdown by Lead Property Manager, portfolio dynamics, profitability analytics, and H&S compliance health

Quick Navigator & Scope Toggle

Press ⌘K / Ctrl+K or toggle View Full Portfolio across Building Safety, Calendar, Issues, and Meetings

​
Portfolio stats explained

​
Building statuses

  • Active — Normal operations, no major concerns
  • Pending — New building, setup in progress
  • Maintenance — Active major works or significant outstanding issues
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
Tap any item to jump directly to the relevant building and workflow.

​
Portfolio map & PM route builder

The interactive Portfolio Map supports:
  • Full-screen map & boundary display: Inspect building pins and property boundary polygons across your portfolio.
  • Filter by Property Manager: Isolate the blocks assigned to a specific Lead Property Manager.
  • Site visit route builder: Click map pins to select stops and drag-and-drop to reorder your site inspection route.
  • 1-click Street View: Launch external Google Street View directly from any building pin.

​
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