How to View Your Financial Dashboard

1. In the sidebar, under Financials, select Financial Dashboard.

   

2. Read the subtitle under the page title. It shows the period the figures cover. The page opens on Year to date.

3. Read the cards at the top: Rent collected, Operating expenses, Net operating income and NOI margin.

4. Read the second row of cards: Occupancy, Overdue rent, Non-revenue cash excluded and Deposits in trust.

   💡 Note: Non-revenue cash excluded holds deposits, prepaid rent and transfers. Propurti does not count them as income.

5. Select the period button (it shows Year to date) to change the period.

6. Choose This month, This quarter, Year to date, Last 12 months or All time.

   

7. To use your own dates, enter a start date in From and an end date in To, then select Apply range.

   ⚠️ Heads up: A period never runs past today. If you enter an end date in the future, Propurti uses today’s date instead.

8. Select Owners to show the figures for one or more landlords only. If you manage more than one property, a Properties filter also appears next to it.

9. Scroll down to the charts: Monthly income vs. expense, Operating expense breakdown and Revenue by property type.

10. Select Accounting & transactions to open the full list of transactions, or Owner statements to open the statements for each landlord.

What to expect

The cards and charts update to the period you choose. A section with no activity shows a short message such as No activity instead of a chart. If nothing needs your attention, the Needs attention area reads “All clear — no overdue rent or uncategorized transactions.”

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