Overview
The Dashboard provides a summary of portfolio performance and leasing activity. It combines key performance indicators, operational tables, and a calendar of important lease events.
Accessing The Dashboard
From the main menu, go to:
Reports > Dashboard
Dashboard Filters
Use the filters at the top of the page to limit the information displayed.
Entity
Select an entity to view dashboard information for that entity.
Property
Select a property to view information for a specific property.
Select Apply Filters to refresh the dashboard using the selected criteria.
Select Clear All to remove the filters and return to the unfiltered view.
Key Performance Indicators
The dashboard displays the following KPI cards:
Rent Charges
Displays rent charges for the selected scope.
Other Charges
Displays charges other than rent for the selected scope.
Occupied Units
Displays the number of occupied units.
Occupied Sq Ft
Displays the occupied square footage.
Occupancy Rate By Unit
Displays occupancy calculated based on the number of occupied units.
Occupancy Rate By Sq Ft
Displays occupancy calculated based on occupied square footage.
AR Balance
Displays the accounts receivable balance for the selected scope.
The available occupancy metric may be retained between sessions based on the user's previous selection.
Operational Views
The operational dashboard organizes information into the following areas.
Occupancy
The Occupancy area includes:
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Units
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Move-ins
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Move-outs
Use the available filters to review occupancy activity and upcoming changes.
Compliance & Risk
The Compliance & Risk area includes:
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Delinquent Tenants
Use this view to identify tenants with outstanding balances requiring attention.
Lease Management
The Lease Management area includes:
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Lease Renewals
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Rent Increases
These views help identify lease activities that may require follow-up.
Calendar View
The calendar displays important lease-related events, including:
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Move-ins
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Move-outs
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Lease expirations
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Lease renewal offers
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Rent increases
Use the calendar to review upcoming activity by date.
Frequently Asked Questions
Why Does The Dashboard Show Different Values After Applying A Filter?
Dashboard values are recalculated based on the selected entity or property.
Why Is My AR Balance Not Available?
AR-related information depends on the accounts receivable data available for the selected company and scope.
Can I View All Properties?
Yes. Clear the filters to return to the broader dashboard view.
Does The Dashboard Include Lease Activity?
Yes. Lease activity is displayed through the operational views and calendar events.
Can I Change The Occupancy Metric?
Yes. Where available, you can switch between occupancy based on units and occupancy based on square footage.