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 β on a chip (or βClear allβ) to reset.
- The left sidebar jumps between pages from anywhere; the gold π 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 sectionβs title or its βOpen β¦ ββ link to jump to that full dashboard. Use the caret (βΎ) 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, whatβs 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. βOn Marketβ) 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 βOn holdβ 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; βOpen approval queue in AppFolioβ 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 tenantβs move-out; if a unit never had a move-out under us, it counts from the propertyβs management start date.
- Press Esc or click outside this box to close it.