Review dashboard metrics and alerts every day

The agency dashboard is the fastest way to identify where the team should intervene: overdue rent, expiring leases, expenses needing review, or owners waiting for statements.

The goal is not to audit every number. It is to set the day priorities in ten minutes and assign the right work to the team.

Track total collections, collection rate, agency net profit, overdue rent, property count, active tenants, and leases that need action.

If expected rent and collected rent do not line up, do not assume it is only a finance problem. It may be an unrecorded payment, incomplete lease, or unit linked to the wrong owner.

Use the dashboard as the reference for a short daily meeting. The manager reviews metrics, the accountant reviews collections and expenses, and operations reviews leases, maintenance, and listings.

Record decisions in tasks or internal notes when available. Do not rely on scattered WhatsApp messages as the final operational record.

Any new automated alert or operational recommendation should be reviewed by Product before it is treated as a fixed rule for every agency. Some alerts depend on agency settings and data quality.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.