Understanding Your Dashboard

The dashboard is the first page you land on after choosing an organization. It's split into tabs, and the Overview tab holds the cards most people check every morning. This page explains what each number actually counts, so you aren't guessing whether a total includes pending money, failed payments, or rentals.

The tabs

Expected Payments

The title carries the month you picked, and the footnote reads excludes draft and in-active loans. Concretely, the card ignores loans in Draft, Inactive, Repossessed, Paid Off, Canceled, and Refinanced status. See Loan Status.

It reads the payment schedule, not transactions. Every scheduled payment whose due date falls inside the selected month is counted once.

Debt Service and Expected Net appear only when the debt service figure is non-zero, which requires the Deal Analysis add-on and a development loan payment due that month. Without the add-on both stay hidden.

The Payments tab lists the individual scheduled payments, five per page, with Due Date, Item, Fully Paid, Late, and Balance Due. Fully Paid and Late each have a Yes/No filter. With the Rentals add-on on, rental payments are folded in alongside loan payments.

Total Collected

Also month-scoped, with its own month selector. This card reads transactions from three places: loan transactions, invoice transactions, and, only with the Rentals add-on enabled, rental transactions. Invoice rows are limited to payments; refunds, adjustments, and write-offs are skipped so they can't inflate the totals. Negative-total transactions are skipped.

Online plus Manual equals Total Collected. Failed and Reversed sit outside that total.

Upcoming Loan Payments

One row per active loan, showing only that loan's next due payment, sorted by due date. Same status exclusions as Expected Payments. A loan with no payment schedule doesn't appear. Amount Due is the scheduled payment less what has been received against it.

Recent Transactions

The five most recent transactions across loans, rentals, and invoices, merged and newest first. Type and Status are both filterable, and the Type filter is grouped so you can pick individual loan, rental, or invoice types. The figure in the card header is the total of every pending transaction in the organization, not just the current page.

Total is what the buyer paid including fees; Amount is that payment minus processing fees.

Active Loan Balances

A live roll-up across active loans only. The footnote, is calculated in real time; assumes payments are made on time, matters: the interest figure is a projection, not a posted balance.

When your role has inventory::dealAnalysis  Read, a Projected Net Profit statistic joins this card. It's supplemental: if that lookup fails, the rest of the card still renders.

The Visible checkbox in the card header hides the numbers. That preference is stored in your browser, so it follows the browser and not your account.

Deal Profitability

Four statistics plus a per-development table. Expected Revenue is the total expected over the life of every tract across every development. Remaining Debt Service is everything still owed on development loans through each loan's payoff date. Cost Basis is acquisition plus recorded development costs, less offsets. Projected Net Profit is expected revenue less the other two. The same columns repeat per development, sortable by projected net. Like Active Loan Balances, it assumes payments arrive on time.

Invoice Summary

Cancelled invoices are excluded from every count here.

Below the statistics, the five most overdue invoices are listed with their days overdue.

Recent Mail Sent

Physical mail your organization has sent, five per page and paginated against the server, so you can page back through the full history. Each row shows the client, the entity addressed, the description, delivery status, sent date, and expected delivery date.

The row menu gives you four actions:

• Download PDF: unavailable while the letter is still in Created status or after it has Failed.
• View Details: the full record, including tracking events.
• Cancel Mail: only while the status is still Created and the letter was created less than five minutes ago. After that it's on its way and can't be pulled back.
• View Tracking: opens USPS tracking; needs a tracking number assigned first.

For how letters get created, see Sending a Letter.

Usage Info

Folder count, file count, and storage used in megabytes, then text messages sent this month, this year, and all time. This card has no permission check. Everyone sees it.

Recent Events

Marked Beta, this is the wide feed across the bottom of the Overview tab: 20 events per page, newest first, with the total event count in the header.

Deliberate omissions: draft invoices never appear, prospect clients never appear, and an invoice paid inside the window shows only as "paid" rather than twice. A sold tract with neither a cash sale nor a completed payment option is skipped as incomplete data.

The header reads Last 365 (or more) days, and the parenthetical is real. The window runs 365 days back from now, but tracts qualify on when the record was last modified, while the date shown is the cash sale date or the loan's closing date. A tract sold two years ago and edited last week appears with its original sale date.

Why a teammate sees fewer cards

Cards aren't disabled or greyed out when you lack access; they're absent. A narrower role sees a shorter dashboard with no explanation on the page. Here's the mapping.

Deal Profitability needs the Deal Analysis add-on and inventory::dealAnalysis  Read; turning the add-on off hides it for everyone regardless of role. See Add-Ons and Roles and Permissions.