> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Management

> How to view and manage your property portfolio

## 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

<CardGroup cols={2}>
  <Card title="Portfolio summary" icon="layout-dashboard">
    Total buildings, total units, monthly revenue, and average collection rate
  </Card>

  <Card title="Buildings grid" icon="building-2">
    Each building with status, units, open issues, urgent items, and revenue
  </Card>

  <Card title="Attention required" icon="alert-triangle">
    Critical issues, overdue payments, and upcoming deadlines across the portfolio
  </Card>

  <Card title="Portfolio map" icon="map">
    A visual map showing the geographic spread of your properties
  </Card>

  <Card title="Issues by manager" icon="users">
    Breakdown of open issues assigned to each property manager
  </Card>

  <Card title="Priority actions" icon="zap">
    Quick-access cards for urgent issues, upcoming meetings, and financial tasks
  </Card>
</CardGroup>

## 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

Tap any item to jump directly to the relevant building and workflow.

## 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

<CardGroup cols={2}>
  <Card title="Review the dashboard daily" icon="eye">
    The attention panel surfaces what needs action before it becomes a crisis
  </Card>

  <Card title="Filter by status" icon="filter">
    Focus on buildings in Maintenance status when planning contractor visits
  </Card>

  <Card title="Check collection rates" icon="coins">
    Low collection rates highlight buildings where arrears management is needed
  </Card>

  <Card title="Assign issues promptly" icon="check-circle">
    Unassigned critical issues appear in attention until someone takes ownership
  </Card>
</CardGroup>