Financial Summary Dashboard
ID: RV37
Purpose:
Want to explain to investors how well you are managing the properties? This is a compact financial summary for any selected property.
Property Financial Summary
Description:
Using compact sparklines and callouts, the Property Financial Summary module packs a lot of financial information.
The following are displayed as sparklines:
- NOI
- Net IncomeOperating Income
- Operating Expense
- Rental Income
- Cash Balance
- Accounts Payable
- Accounts Receivable
Some key ratios are displayed as donut charts:
- Rental Income as % of Operating Income
- Rental Income as % of Operating Expense
- Operating Expense Ratio (this is the Operating Expense divided by Total Expense)
Additionally, this module displays data from the Budget Comparison Report:
- Accounts Payable
- Accounts Receivable
- Cash Balance
- Total Expense
- Total Income
Financial Summary Dashboard Example
Questions Answered
- What is the overall financial health of the property?
- Are we managing to budget? Where are the variances?
- Is the trend positive or negative for the key financial metrics?