Understanding the Palace Dashboard/ Home Screen

 

Management Summary

Residential Managements: The number of Residential Managements (Properties that have the word "Manage" (Excluding Commercial or Holiday) in the Management Type Description (Only includes 'Active' and 'Non Archived' Proprieties)


Commercial Managements: The number of Commercial Managements (Properties that have the word "Commercial" (Excluding Holiday) in the Management Type Description (Only includes 'Active' and 'Non Archived' Proprieties)


Holiday: The number of Holiday Managements (Properties that have the word "Holiday" in the Management Type Description (Only includes 'Active' and 'Non Archived' Proprieties)


Casual: Any other property that doesn't fall into one of the above categories (Only includes 'Active' and 'Non Archived' Proprieties)

COMPANY SUMMARY

System Warnings: Any reminders that are not generated by the creation of a diary (i.e. created by the system in response to the state of a entity in the database) (Message / Management Authority Apply meaning different logins might see different results depending on setup)

Currently they include... (But may include more with upgrades)

"SYSTEM WARNING - Future 'Planned Rent Change..."
"SYSTEM WARNING - Creditor set to 'Direct Credit' requires a 'Bank Account'..."
"SYSTEM WARNING - Owner set to 'Direct Credit' requires a 'Bank Account'..."
"INVOICE PAYMENT DUE - Invoice No. : ..."
"INVOICE PAYMENT DUE - Invoice No. : ..."

Overdue Reminder: Any diary entry relating to a Non Archived 'Owners', 'Properties', 'Tenancies' or 'Creditors' with a reminder date before or equal to today's date (excluding Charges and Inspections) (Message / Management Authority Apply meaning different logins might see different results depending on setup)

Overdue Inspections: Any diary entry relating to a Non Archived 'Owners', 'Properties', 'Tenancies' or 'Creditors' with a reminder date before or equal to today's date and having the word 'Inspections' in the diary description (Message / Management Authority Apply meaning different logins might see different results depending on setup)

Overdue Charges: Any diary entry relating to a Non Archived 'Owners', 'Properties', 'Tenancies' or 'Creditors' with a reminder date before or equal to today's date and having an amount in the diary amount field > 0 (excluding Inspections) (Message / Management Authority Apply meaning different logins might see different results depending on setup)

Available Properties: Count of Properties (Only includes 'Active' and 'Non Archived' Proprieties)' that have a 'Date Available' that is today or in the past.

Tenancies Ended / Ending: Count of Tenancies (Only includes 'Non Archived' Tenancies)' where the 'Date Ended' field is filled in. (Entire System)
Tenancies Rent Overdue: Count of Tenancies (Only includes 'Non Archived' Tenancies)' where the 'Tenancy Rent Owing' amount is > 0. (Entire System)
Tenancies Other Amounts: Count of Tenancies (Only includes 'Non Archived' Tenancies)' where the 'Tenancy Other Amounts Owing' is > 0. (Entire System)

Agent Health Dashboard

Overdue Inspection (%) / Logged In Agent
Number of Inspections (shown in the Control Panel) with Dates < Today's Date

Properties Available (%) / Logged In Agent
Count of Properties (Only includes 'Active' and 'Non Archived' Proprieties)' that have a 'Date Available' that is today or in the past vs Properties that have no 'Date Available' or the 'Date Available' is in the future (Based on Owner Primary Agent Field)

Tenancies Overdue Rent (%) / Logged In Agent
Count of Tenancies (Only includes 'Non Archived' Tenancies)' where the 'Tenancy Rent Owing' amount is > 0 vs Tenancies that have 'Tenancy Rent Owing' <= 0. (Based on Owner Primary Agent Field)

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