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Portfolio Dashboard

The Portfolio dashboard is the default landing page. Use it to quickly understand the current operating picture.

What You Can See​

  • Portfolio occupancy across all tracked units.
  • Total properties and active leasing count.
  • Occupied units and total unit count.
  • Monthly rent roll summary.
  • Priority operational tasks.
  • A compact property snapshot table.

Common Actions​

  1. Select Add property to create a new property.
  2. Select View properties to open the full property directory.
  3. Select a property name in the snapshot table to open its detail page.
  4. Use the sidebar to move between Portfolio, Properties, and Tenants.