Portfolio Desk
User guide
Portfolio & reporting 5 min read

Dashboards & analytics

The dashboard answers "what needs me today". Analytics answers "is this getting better or worse". They are different questions and deliberately different screens.

  1. 1

    Start at the hub

    Active offices and leases, expiring terms, overdue notices and tickets, HVAC due — each a link into the work rather than a number to admire.

    Portfolio dashboard hub showing key operational counts
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Look at the trends

    Ticket volume and resolution, cost per square foot, space utilisation, portfolio health and lease risk over time.

    Portfolio analytics dashboard with KPI trends and charts
    A real screen from the running product, captured against a demo portfolio.

Used alongside

Reports & exports

Board-ready exports, saved report definitions and scheduled delivery.
Maintenance tickets

The work queue, from resident report through vendor assignment to cost capture.
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