Dashboard
The Dashboard is your central command center — it gives you an instant overview of your building's financial health, occupancy, and recent activity.
Overview
When you log in, the Dashboard loads with key metrics across the top, followed by charts and a table of recent financial entries.
Stat Cards
At the top of the dashboard you will find summary cards:
| Card | Description |
|---|---|
| Total Units | Total number of registered units in the building. |
| Occupied Units | Units that have at least one active resident assigned. |
| Monthly Income | Sum of all income entries in the current month. |
| Outstanding Dues | Total unpaid fees across all units. |
Click any stat card to open a Detail Board with a breakdown by entrance, floor, or unit.
Charts
Monthly Chart
The monthly bar chart shows income vs. expenses for each week of the current month. Use it to spot irregularities or confirm that expected payments have arrived.
- Bars are color-coded: green for income, red for expenses.
- Hover over a bar to see the exact amount.
- Switch between income, expenses, and net views using the toggle above the chart.
Annual Chart
The annual line chart displays the cumulative financial trend across all twelve months of the year.
- Useful for identifying seasonal payment patterns.
- Compare two years using the year selector.
Recent Entries Table
Below the charts, the Recent Entries table lists the last 20 financial transactions recorded in the system.
| Column | Description |
|---|---|
| Date | Transaction date. |
| Description | Free-text description entered by the treasurer. |
| Unit | Associated unit (if applicable). |
| Amount | Positive for income, negative for expenses. |
| Category | Income category or expense type. |
Click any row to open the full entry details in a side drawer.
Stat Detail Boards
Clicking a stat card opens a dedicated detail view:
Units Detail
- Breakdown of units by occupancy status (occupied, vacant, partially occupied).
- Quick link to open any unit directly.
Residents Detail
- Count of owners and tenants, active vs. inactive.
- Shows units with no assigned residents (for follow-up).
Dues Detail
- Lists all units with outstanding balances.
- Sorted by overdue amount, with the most indebted unit at the top.
- Click a unit to open its payment history.
Income Detail
- Breakdown of this month's income by category.
- Pie chart showing proportions (management fees, maintenance, utilities, etc.).
Quick Actions
The Dashboard also provides quick-action buttons for common tasks:
- + New Fee Run — launches the fee wizard to generate monthly charges.
- + New Entry — opens the income/expense entry form.
- Post Announcement — opens the bulletin board compose window.
Refreshing Data
Data on the Dashboard is loaded when you open the page. To reload without a full page refresh, click the refresh icon in the top-right corner of the stats area.