Property Financial Overview Dashboard

ID: RV36


This module provides a financial snapshot by combining selected P&L and Balance Sheet metrics in a single view. The purpose is to display the financial health of a property.


This module pulls data from the Budget Comparison report and displays it multiple, actionable formats. One or more property data can be displayed at any time. Combo bar and line charts are used to display budget vs actual data for several months.

Pricing Tier: Tier 1

Property Management Financial Overview

Questions Answered

  • Which GL accounts are over budget?
  • What has been the budget vs actual trend?
  • Which areas need to be looked into further?