The first page you see when logging into your software will have different charts/statistics, Tasks, and Undelivered Notifications.
Charts and Statistics
Revenue Chart: A bar chart showing a full year of revenue, starting with the last full month.
Statistic points: Last month - links to the Revenues report for the last month,
From. . . - on the left, links to Revenues report from two (2) months prior,
From. . . - on the right, links to Revenues report from one month and one year prior
Occupancy: A line chart showing units rented each month for a year (to see each month's total hover over the line).
Statistic points: Current, From Last Month, From Last Year - all link to the Occupancy Report
Awaiting Payment: A pie chart showing all money billed and not yet paid; broken down in 30-day increments.
Statistic points:Total - links to the Collections Report (this number will not match the collection report as the dashboard includes invoices that are not yet due),
Past Due Customer - links to the collections report,
Active Rentals - links to the Rent Roll
Statistics:
# on Waiting List - Number of customers on the waiting list,
% Website Rentals - Percentage of rentals done by customers for all currently active rentals,
% Recurring Billing - Percentage of customers with an active Recurring Billing account,
# SMS Sent/Received - Total number of texts sent to and received from customers ('Received' only active when Two-Way texting is enabled; see also; "Two-Way Texting"),
# Emails Sent - Total number of email sent from the software
You can edit the dashboard by clicking Edit Dashboard in the top right of the screen.
Manager Action Items
Tasks: Shows all tasks that are due today or in the past, clicking the link (# uncompleted tasks due) will take you to the Task Manager. Learn more in our article: Task Manager.
Waiting List: Will let out know when there is a unit available for someone on the Waiting List, click the link (waiting list) to go to the Waiting List. Learn more in our article: Waiting List.
Undelivered Notifications: Helps you keep tabs on notifications (emails and texts) that did not send, clicking the link (# undelivered notifications) will take you to the Undelivered Notifications Report. Learn more in our article: Undelivered Notifications.
Approve and Finalize: The table at the bottom of the page will show new Move-ins, Reservations, and Scheduled Move-outs. Move-ins and Reservations only appear until they have been approved. Move-outs only appear on the day the move-out is scheduled and only until they are finalized.
Note: All Manager Action Items will only appear when there is an action waiting to be done. Any completed action will be removed from the dashboard.