Portfolio Dashboard

The Portfolio dashboard serves as the central command center for all your real estate investments. Here, you get a bird's-eye view of your entire portfolio's performance, health, and financials.

Key Features

• Portfolio Aggregate Cards: View total portfolio value, active projects count, weighted Cap Rate, and total monthly cash flow.
• Active Pipeline Track: Easily visualize which deals are in Sourcing, Underwriting, Rehab, or Closed phases.
• Recent Activities Log: Track audit entries showing who updated what and when across any project.

How to Use It

1. Use the Workspace Switcher in the sidebar bottom area to toggle between personal and team accounts. 2. Click on any metric card to drill down into the underlying assets that contribute to that value. 3. Review the Activity Feed to stay aligned with team members and vendor actions.