2B Living

2B Living

PM Dashboard Β· please sign in

2B Living

How to use this dashboard

A live snapshot of the portfolio, pulled straight from AppFolio. Here's how to get around.

Filtering β€” start here

  • Use the Pod / PM and Region dropdowns at the top to focus everything on one pod or region. The whole page β€” every tile, table, and chart β€” updates to that scope, and the scope follows you as you move between pages.
  • Active filters show as chips; click the βœ• on a chip (or β€œClear all”) to reset.
  • The left sidebar jumps between pages from anywhere; the gold πŸ† Leaderboard item opens the weekly regional leaderboard, and What's New (top right) shows recent updates.

The home page

  • Top tiles β€” Properties, Clients, and Units for the current scope. Click Properties or Clients to expand the full list.
  • Sections β€” Maintenance, Collections, Occupancy, Turnovers / Move Outs, Leasing / Move Ins, and Payables. Each shows a few headline tiles and a short table.
  • Click a section’s title or its β€œOpen … →” link to jump to that full dashboard. Use the caret (β–Ύ) to collapse a section.
  • Names in the lists are links β€” they open the matching unit, work order, turn, or bill in AppFolio in a new tab.

The dashboards

  • Maintenance β€” open work orders, what’s aging (10+ days), and the oldest WOs, broken down by pod and property.
  • Collections β€” collected vs. billed and the collection rate, with the properties under 97% collected called out.
  • Occupancy β€” current & future occupancy, By Pod / By Region, longest-vacant units, and a vacancy summary. Click a status in the Vacancy summary (e.g. β€œOn Market”) to filter the page to just those units. Expand any property to see its vacant/notice units.
  • Turnovers / Move Outs β€” units currently in turn (aged turns flagged; on-hold units carry an β€œOn hold” badge), oldest turns, and by-property drill-down β€” plus upcoming move-outs.
  • Leasing / Move Ins β€” units on the market, longest-vacant, and upcoming move-ins.
  • Payables β€” every bill pending approval, by next approver and by property/pod, with the bill # so you can look it up; β€œOpen approval queue in AppFolio” jumps you straight there.
  • R&M Spend β€” repair & maintenance spend over time by client, pod, and region, per unit or total, against a goal you can set.
  • Leaderboard β€” the weekly regional (and pod) leaderboard across eight key metrics, with category tabs and click-through to the filtered page.

A few tips

  • Numbers are cached so the pages load fast, and the data refreshes automatically every few hours β€” the header shows when it was last updated.
  • Days-vacant counts from the tenant’s move-out; if a unit never had a move-out under us, it counts from the property’s management start date.
  • Press Esc or click outside this box to close it.
Fumbling with the lockbox… just a moment

Share a suggestion

Ideas, feedback, or something that looks wrong? Send it to the team.