What does the Dashboard show me?

Using the Dashboard

Your dashboard gives you an instant overview of your entire portfolio's compliance status with urgent alerts, colour-coded statistics, and live updates.

Top Strip: Urgent Alerts

 
Urgent Action Required

Automatically appears when any certificate expires in 7 days or less - ensures you never miss critical renewals

Four Colour-Coded Stat Cards

 
Total Certificates

Complete count across all properties

 
Valid

Certificates with 30+ days remaining

 
Expiring Soon

Certificates expiring within 30 days

 
Expired

Certificates requiring immediate renewal

Compliance Overview Bar

Portfolio Status & Metrics

Visual representation of your overall compliance health showing:

  • Portfolio status percentage: Overall compliance score
  • Properties count: Total properties being managed
  • Average certificates per property: Portfolio distribution insights
  • Key performance indicators: Quick health check metrics
 

Right-Hand Quick Actions

Add New Certificate

Quick access to upload new certificates without navigating away from the dashboard

Add New Property

Instantly add new properties to expand your portfolio tracking

View All Certificates

Jump directly to your complete certificate master list

View All Properties

Access your complete property portfolio overview

Below the Fold

Upcoming Expirations

Detailed list showing each expiring certificate with:

  • Certificate type and name
  • Property address
  • Time remaining badge (e.g., "1 day left", "15 days left")
  • Action buttons for quick renewal management
Compliance Tips Panel

Helpful guidance including:

  • Best practice reminders
  • Seasonal compliance tips
  • Feature suggestions
  • Regulatory updates

Live Updates

Instant Refresh

Everything updates automatically whenever you make changes:

  • Upload a certificate: Stats and colours update immediately
  • Edit expiry dates: Status badges refresh in real-time
  • Delete certificates: Counts adjust instantly
  • Add properties: Overview metrics recalculate automatically

Dashboard at a Glance

Your dashboard is designed for busy landlords who need instant insights. The colour-coded system, urgent alerts, and live updates ensure you always know your compliance status without digging through spreadsheets or folders.

dashboard overview urgent alerts stat cards compliance status live updates
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