Reading your dashboard

Know what needs you today — what every card is, and how to choose which ones you see.

Your dashboard answers one question: what needs you today. Open it from the top of the sidebar, or the Abodient logo. It is a grid of cards, each one a slice of your portfolio.

The dashboard: your inbox leading, with your property list below

The cards are your portfolio at a glance. Inbox leads — everything waiting on you, newest first — with your Properties (each one's rent, yield and compliance) below.

As you scroll, Compliance (certificate coverage), Finance (income and expenses this year), Open issues (maintenance in flight) and Alfred briefing (his read on the portfolio) follow.

It all updates live, with no refreshing.

Choosing what you see

Configure dashboard: a switch for each card, changes applied straight away

Configure, at the top, opens a panel with a switch for every card. Turn on the ones you want — a rent tracker, tenancy expiries, portfolio value, tax — and off the ones you do not. Changes apply straight away, and Reset to default puts them back.

Example properties

A new account comes with one or more example properties. Their address starts with Example ·. They are there so you can see a full dashboard before you have added your own data.

The counts and lists on the dashboard leave them out: your Properties card, Compliance and Inbox show your own properties only. The money is different. The example's rent and income still show on the Finance and Rent cards, so those two cards include the example as well as your own properties.

Setup panel

While you have one property and its setup is unfinished, a panel sits on the right-hand edge of the page. Press the arrow to open it and see what is left. Close removes it for good. Your setup tasks stay in your Inbox.

New here?

Take the tour from Quick actions, or from the Help page. It points out each part and changes nothing.

If the dashboard looks wrong

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