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ReadingDashboardKPIs(NOI,CapRate,Occupancy)

Objective

Understand the real-time portfolio metrics on your Manager dashboard and customize which KPIs appear.

Prerequisites

  • •At least one property with units, leases, and posted financials

Step-by-Step Instructions

  1. 1

    Navigate to the Dashboard (the default home page at `/`).

  2. 2

    Review the four core KPI cards at the top:

    • —NOI (Net Operating Income): Total rental income minus operating expenses for the selected period.
    • —Cap Rate: Annual NOI divided by property value, shown as a percentage.
    • —Occupancy: Occupied units divided by total units across the portfolio.
    • —Monthly Revenue: Sum of monthly rent across all active leases.
  3. 3

    Change the date range via the Period selector in the top-right (MTD, QTD, YTD, Custom).

  4. 4

    Click any KPI card to drill down into the underlying data (leases, expenses, or payments).

Troubleshooting Tips

Pro Tip:The Dashboard filters by the properties your user has access to. Admins see all properties in the company; Managers see only their assigned ones.
Note:If NOI or Cap Rate shows '—', it's because property valuation hasn't been set or no expenses are posted. Enter valuations via the property detail page.

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