Your portfolio at a glance
See your entire portfolio health in one unified view. Portfolio-wide metrics, trend analysis, and actionable insights help you make informed decisions faster.
Portfolio Value
$5.41M
Health Score
82
Properties
4
142 Oak Street
Multifamily
88 Pine Avenue
Single Family
305 Market Blvd
Commercial
17 Harbor Lane
Duplex
3 new recommendations
Refinance 88 Pine Ave to save $340/mo
Unified Portfolio View
Unified Portfolio View
See all your properties in one dashboard with aggregate metrics that matter. Portfolio-wide health scores give you a single number representing overall performance.
Health Score Metrics
Health Score Metrics
Visual health scores make complex data instantly understandable. Color-coded indicators highlight properties that need attention.
Trend Analysis
Trend Analysis
Sparkline charts show performance trends over time. Spot patterns and anticipate issues before they become problems.
Quick Actions
Quick Actions
One-click access to recommendations, reports, and analysis tools. Everything you need is just a click away.
Customizable Widgets
Customizable Widgets
Arrange your dashboard to focus on what matters most. Show the metrics and properties that drive your decisions.
See the Dashboard in action
View Your Portfolio Overview
View Your Portfolio Overview
Start with a bird's-eye view of your entire portfolio. See aggregate health scores, total value, and key performance indicators at a glance.
View Your Portfolio Overview
Drill Into Property Details
Drill Into Property Details
Click any property to see detailed metrics, health breakdowns, and active recommendations. Compare against portfolio averages.
Drill Into Property Details
Monitor Trends Over Time
Monitor Trends Over Time
Track how your portfolio performance changes week over week, month over month. Identify seasonal patterns and long-term trajectories.
Monitor Trends Over Time
Take Action on Insights
Take Action on Insights
Jump directly from dashboard insights to detailed analysis tools. Every recommendation links to the data that supports it.
Take Action on Insights
When to use Portfolio Dashboard
Real scenarios where Portfolio Dashboard delivers value
Get a comprehensive snapshot of how each property contributes to overall portfolio health without digging through spreadsheets.
Outcome: Identify underperforming assets and high performers in seconds, not hours.
Export polished summaries with key metrics, trends, and highlights. Professional-grade visualizations ready for presentation.
Outcome: Impress stakeholders with clear, data-driven portfolio updates.
See which properties need attention based on health scores and active recommendations. Focus on what moves the needle.
Outcome: Spend time where it matters most instead of firefighting.
Side-by-side comparisons show how properties stack up against each other and against portfolio benchmarks.
Outcome: Make data-driven decisions about where to allocate resources.
Monitor how implemented recommendations affect property and portfolio health over time.
Outcome: Validate strategy decisions with measurable outcomes.
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