Financial Summary Dashboard

ID: RV37


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


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

Delinquency Analysis Dashboard Example
Delinquency Analysis 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?