Your portfolio at a glance.
Four KPI cards, an actions-needed banner, compliance traffic lights, active maintenance, and a 7-day calendar strip - everything you need to manage your portfolio without digging through pages.
Good Morning, Sarah
Here's what's happening across your properties today
8
Portfolio
88% occupied · £7,200/mo
£6,350
Income
No rent expected
£850
Arrears
1 tenant overdue
£4,925
Net Profit
£6,350 in · £1,425 out
Active Maintenance
View All >Boiler Pressure Loss
23 Cavendish Lane
Window Seal Damaged
16 Granville Close
Scheduled Maintenance
View >Annual Gas Safety Check
Overdue · 10 Ashford Parade
Calendar
View Full >Gas Safety expires
SunMaintenance visit
WedPortfolio KPIs
Four clickable metric cards at the top: property count with occupancy rate, monthly rent collected as a percentage of expected, outstanding arrears with tenant count, and net profit with income and expense breakdown.
- Properties, occupancy, and monthly rent at a glance
- Income collected vs expected with collection percentage
- Arrears total and count of overdue tenants
- Net profit with income and expense breakdown
Actions Needed
A single banner showing everything that needs your attention right now - overdue compliance, rent due, incomplete onboarding, stalled maintenance, unserved documents, pending viewings, and more. Grouped by severity so you handle the critical items first.
- Overdue items grouped by urgency - critical first
- One-click navigation to resolve each item
- Stalled maintenance flagged after 24 hours
- Deadline countdowns for compliance and legal obligations
Compliance & Maintenance at a Glance
Traffic-light compliance indicators across your portfolio. Active maintenance issues sorted by urgency. Scheduled maintenance tasks. All visible from the dashboard without navigating away.
- Compliance status per property (valid, expiring, expired, missing)
- Active maintenance sorted by urgency and stalled status
- Scheduled maintenance widget
- Rent overview and issue trends charts
Calendar & Quick Actions
A 7-day calendar strip with event indicators and upcoming events. Quick action buttons to add a property, schedule a viewing, add a tenant, or manage contractors - the tasks you do most, one click away.
- 7-day calendar strip with event indicators
- Quick actions: Add Property, Schedule Viewing, Add Tenant
- Properties overview sorted by urgency
- Portfolio filter scopes everything to a single portfolio
Dashboard questions
See your entire portfolio in one view.
KPIs, compliance, maintenance, and calendar - all on one page.