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Dashboard

Overview

The Dashboard is your central command center in PropXCRM, providing real-time insights into your property business performance. It transforms complex property management data into clear, actionable information that helps you make informed decisions and track your business growth.

Page Content

The Dashboard features a clean, modern layout with several key sections:

Header Section: A purple gradient header displays "Dashboard" with a personalized welcome message showing your name and corporate context.

Key Metrics Cards: Four prominent cards at the top display your most important business metrics: - Total Properties: Shows your complete property portfolio count - Active Contracts: Displays currently active rental and sales agreements - Total Parties: Shows all tenants, landlords, and other stakeholders - Revenue Overview: Displays total revenue with trend indicators

Secondary Metrics: Two additional cards show: - Occupancy Rate: A circular progress indicator showing property occupancy percentage - Payment Status: Three mini indicators for overdue, current month, and next month payments

Recent Activity Feed: A sidebar showing your latest business activities with timestamps and action details.

Quick Actions Grid: Six action buttons for common tasks like adding properties, contracts, parties, viewing reports, payment tracking, and accounting.

Business Performance Charts: Two charts showing contract type distribution and revenue trends over time.

Payment Status Overview: Four status cards at the bottom showing overdue, current month, next month, and completed payments.

How to Use

Daily Morning Routine

  1. Login to PropXCRM using your credentials
  2. Review the four main metric cards to understand your current business status
  3. Check the Recent Activity feed to see what happened since your last visit
  4. Review Payment Status cards to identify any overdue or upcoming payments
  5. Use Quick Action buttons to perform common daily tasks

Understanding Your Metrics

  1. Total Properties: Click this card to navigate to your Properties section
  2. Active Contracts: Click to view all your current rental and sales agreements
  3. Total Parties: Click to access your complete contact database
  4. Revenue Overview: Click to see detailed financial reports

Using Quick Actions

  1. Add Property: Click to add a new property to your portfolio
  2. Add Contract: Click to create a new rental or sales agreement
  3. Add Party: Click to add a new tenant, landlord, or other contact
  4. View Reports: Click to access detailed business analytics
  5. Payment Tracking: Click to manage payments and collections
  6. Accounting: Click to access financial management tools

Monitoring Business Performance

  1. Review the contract types chart to understand your business mix
  2. Check the revenue trend chart to see your financial performance over time
  3. Hover over chart elements to see detailed information
  4. Use the date range selector to view different time periods

Example Use Case

Sarah, a property manager, starts her day by logging into PropXCRM. She sees that her dashboard shows 45 total properties, 23 active contracts, and 67 total parties. Her revenue overview shows AED 2.4M with a 12% increase from last month. The occupancy rate is at 85%, and she notices 3 overdue payments that need immediate attention. She uses the Quick Actions to add a new property that just came under her management, then checks the Recent Activity feed to see that a tenant signed a new contract yesterday. The business performance charts show that 60% of her contracts are long-term rentals, which is good for stable income.

Tips

Daily Best Practices

  • Check your dashboard first thing every morning to stay informed
  • Use the Quick Action buttons for efficiency instead of navigating through menus
  • Set up notifications for critical metrics that need immediate attention
  • Bookmark frequently used views for quick access

Performance Optimization

  • Close unused browser tabs to improve system performance
  • Use the refresh button judiciously to avoid unnecessary data loading
  • Clear your browser cache regularly for optimal performance
  • Monitor system resources if you experience slowdowns

Business Intelligence

  • Use trend data for planning and forecasting your business growth
  • Compare metrics across different time periods to identify patterns
  • Look for anomalies in your data that might indicate opportunities or issues
  • Use dashboard insights for client presentations and business meetings

Mobile Usage

  • The dashboard is fully responsive and works great on tablets and phones
  • Use the hamburger menu on mobile devices to access the sidebar
  • Swipe through cards on mobile for easy navigation
  • Pin important metrics to your mobile home screen for quick access