What does the Dashboard show me?
Your dashboard provides an instant, real-time overview of your entire portfolio's compliance status, highlighting urgent alerts and key statistics.
Header Alert: Urgent Actions
Urgent Action Required
This alert automatically appears at the top of the page when any certificate is expired or expiring within 7 days.
Colour-Coded Stat Cards
Total
A complete count of all certificates.
Valid
Certificates with 60+ days remaining.
Expiring
Certificates expiring within 60 days.
Expired
Certificates needing immediate action.
Compliance Overview Bar
Portfolio Health & Metrics
A visual bar chart of your overall compliance, plus key metrics:
- Overall compliance percentage
- Total number of properties managed
- Average certificates per property
Dashboard Quick Actions
Add New Certificate
Quickly add a new certificate record to any property.
Add New Property
Instantly add a new property to your portfolio.
View All Certificates
Jump directly to your complete certificate master list to filter or search.
View All Properties
Access your complete property portfolio overview.
Main Content: Expirations & Tips
Upcoming Expirations List
A detailed list of all certificates that are expiring or have expired, showing:
- Certificate type and property
- Time remaining (e.g., "1 day left")
- Quick-access "Manage" button
Compliance Tips Panel
Helpful guidance and updates, including:
- Best practice reminders
- Seasonal compliance tips
- New feature suggestions
- Regulatory updates
Real-Time Updates
Always Up-to-Date
The dashboard updates automatically when you make changes:
- Upload a new certificate and your stats refresh instantly.
- Edit an expiry date and its status colour updates in real-time.
- Delete a certificate and your counts adjust immediately.
Your Central Command Centre
Your dashboard is designed for busy landlords who need instant insights. The colour-coded system and urgent alerts ensure you always know your compliance status without digging through spreadsheets or folders.