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The Manage Dashboard is the home page of the Manage zone. Open it from Dashboard in the Manage sidebar. It summarizes the properties and period selected in the filter bar.
Key things to know
  • Cash flow is operating income minus operating expenses for the selected period. Acquisition, capital spending, and debt service are shown apart from that number.
  • Lifetime shows Lifetime ROI, which is cumulative. Other periods show Annualized ROI.
  • Needs attention is a working list. Changing the date range does not clear those items.
  • Click an item to open the matching Portfolio tab, or to record a loan payment.

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Work the page

1

Set the scope

Leave the property filter on Portfolio for everything you manage, or pick one address. Choose Current month, Last month, Year to date, Lifetime, or Custom date range.
2

Read the five metrics

Cash flow, ROI, occupancy, portfolio value, and loans update for that scope. A failed load shows an error with a retry instead of zeros. When you come back to the browser tab, the numbers and the Needs attention list update in place. The map keeps its position unless the set of properties with issues changed.
3

Pick a Needs attention category

Start with All Issues, or open one category such as Missing Rent or Loan Payments. High items are the ones to clear first.
4

Act on the item

Most items open the property on the matching Portfolio tab. A loan item opens Record loan payment.
5

Update the status

Set New, In Progress, Contacted, Scheduled, Resolved, or Dismissed. The change is attributed to you.
+ Add Property on this page is the same chooser as in Portfolio. See Getting properties in.

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Portfolio metrics

Open the info icon on Portfolio value to see how many properties have a current value and where those values came from. Comps values update as comps change. Appraised values and What If values stay at the amount saved on the card. Change the basis in the property’s Deal Calculator.
ROI here is a cash-flow yield. It is not a total return and it is not a tax calculation. Purchase price, confirmed buying cost, capital projects, and loan payments are visible, and they are not subtracted again inside the cash-flow number. The same math is used on Financials.

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Needs attention

The heading is Needs attention. The subtitle is Rent, loan payments, renewals, and maintenance. Select an item to take action. The count badge is the number of items in view.
Pins are the properties in the selected category. The map frames those properties the way Deal Hub frames a ZIP. One far-away property does not pull the view across the country. Hover an item in the list to highlight its pin. The list shows properties currently inside the map view. Click a pin to open the property.
Each item is High or Medium.

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Statuses

Resolving the status does not by itself record rent, pay a tax, or renew a lease. Update the Portfolio record or the Financials row so the item stops qualifying. A dismissed item is your note that you are ignoring it on purpose.

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Loan payments from the dashboard

Record loan payment saves a payment you already made. It does not send money to the lender. A partial payment lowers the amount still remaining. The installment month stays separate from the date you paid, so an early or late payment can settle the intended month.
Reminders use the payment day on the loan. Change it with Edit payment day in Portfolio. A blank day uses the loan start day. Days 29-31 fall on the last day of a shorter month. Changing the day does not record a payment. See Portfolio.
Cash-flow ROI needs an investment basis: purchase price, plus any confirmed buying cost, plus recorded capital expenses. A zero basis shows no percentage. Estimates on the property card do not fill this in. Confirm buying cost on Financials if the purchase is missing its closing costs.
Cash flow ignores acquisition, capital projects, and debt service on purpose. Those amounts have their own lines on Financials. A rehab budget that was never recorded as a payment also stays out of cash flow.
The list follows the property filter and, on the map, the properties in view. Switch back to Portfolio and All Issues to see the full set. The date range does not build this list.
Expected rent and occupancy come from the lease. If the lease is missing, ended, or has no rent amount, the item will not match how you think about the unit. Fix the lease on Portfolio, then record the payment on Financials.