Understand your dashboard

What's different from a self-managing landlord's view

For a self-managing landlord, every stat is "my portfolio" — they own everything they see. For a managing-agent firm, every stat is "the portfolio across every landlord on our books" — you manage on behalf of multiple owners. Concretely:

• Properties count includes every property of every landlord in your firm.
• Compliance Overview aggregates obligations across every property — useful for spotting which landlord has the most overdue items.
• Recent Activity includes events on every landlord's portfolio you can see.

The Owner column on the Properties page tells you which landlord any given property belongs to.

The 5 stat cards (same as landlord)

• Properties — total across all landlords in your firm.
• Open Jobs — maintenance jobs aggregated across your portfolio.
• Due Soon — compliance items within 30 days of deadline.
• Overdue — items past deadline. Top priority.
• Occupancy — occupied units / total units. For HMOs each lettable room counts.

Org-admin vs property-manager view

Your view depends on your role:

• Org-admin (the firm's principal) — sees every landlord, every property, every tenancy across the firm.
• Property manager — sees only landlords they themselves added (via added_by RLS). The dashboard counts and the lists are scoped accordingly.

This is enforced server-side, not just visual. A PM can't unintentionally see another PM's landlords even via the API.

Compliance Overview

Same proportional bar as in the landlord article — Compliant (green), Not Started (grey), Due Soon (amber), Overdue (red). For managing agents this is portfolio-wide, so it surfaces patterns: e.g. "Landlord X has 4 overdue items, the rest of the book is green — go nudge X."

Left navigation

For a managing-agent org-admin, the left nav typically includes:

• Dashboard — this page.
• Team — your landlord book + property managers. Where you invite both.
• Properties — every property across every landlord.
• Applications, Viewings — incoming applicants and viewing bookings.
• Jobs — maintenance dispatch.
• Messages — conversations across all tenancies.
• Power Team — your trusted tradesperson contacts.
• Prospective Tenants, Marketplace — leads and external tradespeople.
• Support Cases — Enterprise only. The welfare workspace for supported tenants.
• Metrics — usage analytics.
• Document Packs, Legal Templates — template-driven document workflows.
• Billing — plan, invoices, payment method.
• Settings (bottom) — profile, notifications, preferred channel.

Empty state on day 1

Before you invite any landlords, the dashboard is empty (every stat = 0). The first action is usually Invite landlords whose properties you manage — once landlords are in and their properties are added, the dashboard fills in.

Next steps

• Invite landlords whose properties you manage
• Invite property managers (optional) — if you have internal staff.