Testing → Dashboard → /dashboard Beta
The dashboard puts the four consoles managers actually watch behind one set of controls, so you choose the property and the period once rather than four times.
The four consoles
| Tab | What it answers | On its own at |
|---|---|---|
| Executive | Where this property stands right now — balances, arrears ladder, lease expiry, debt by block. | — |
| Collections | How much is owed, how old it is, and whether the team is keeping up. | /collections/overview |
| Payments | What came in, what it settled, and what is still unapplied. | /payments/overview |
| Communications | What went out, whether it landed, and what came back. | /communications/overview |
The tab you are on is in the address, so you can send somebody a link straight to the console you are looking at.
The counts on the tabs
A number on a tab is a backlog — work with nobody on it — so it should fall as the team works the queue.
| Tab | What its number counts |
|---|---|
| Collections | Open collection cases with no officer assigned. |
| Payments | Receipts in suspense — money received with no unit identified. |
| Communications | Messages that reached nobody in the selected period. |
A tab with nothing outstanding shows no number at all. Executive carries none, because it summarises the other three.
The shared controls
Scope lists every property in your organisation that you can open, plus All properties. If you only have one property, no control appears.
Period sets the reporting window, and the resolved dates are printed beside it so you can see exactly what is being counted.
vs previous period compares each figure against the equal-length window ending the day before the current one starts — so a quarter is compared against the same number of days, never against a longer calendar unit. Hover it to see the dates it is comparing against.
Two things Executive will not do
Executive shows balances as they stand today, not activity over a window. So:
- The period picker is switched off on that tab — a reporting window does not change a balance.
- All properties shows an explanation instead of numbers. These figures are held per property and do not add up across a portfolio. Pick a property to read it, or use Collections and Payments, which do cover the whole organisation.
Common problems
| Symptom | Cause |
|---|---|
| No scope control | You have access to a single property, so there is nothing to choose between. |
| A tab number will not go down | The number counts unassigned work. Assigning a case or identifying a receipt is what clears it. |
| Deltas appear but I cannot turn them off | The comparison toggle lives on this page. The standalone consoles honour the setting but do not show the control. |
| The period picker is greyed out | You are on Executive. |