Portfolio summary

The portfolio summary is the executive view: every site you manage on one page, with the metrics that matter at a glance.

What it shows

Each row is one site. Columns include:

• Site name and reference.
• Estate.
• Number of units.
• Occupancy percentage.
• Total bank balance.
• Aged debtors (current total).
• Aged creditors (current total).
• Open work orders.
• Open issues.
• Compliance status (green/amber/red).
• Latest year-end pack date.

Filter and sort

• By status — show only sites with red compliance, or only those with debtors over a threshold.
• By estate, by client director, by team.
• Sort by any column. Useful sorts: by arrears amount descending, by compliance status, by open work orders.

Tile view

Switch from table to tile view for a card-based layout. Each tile shows the site name, a thumbnail and the headline metrics. Useful on tablet or wall-mounted dashboards.

Drill in

Click any site to open its summary page. Click any metric to open the underlying detail report scoped to that site.

Use cases

• Monday morning operations meeting — five minutes through the table picks up everything that needs attention.
• Client management meetings — filter to one client's sites for the standing review.
• Board packs — export to PDF as the operational summary section.

Export

PDF (single page or one-per-site detail), Excel (for analysis), CSV.

Scheduled delivery

Schedule the portfolio summary to land in your inbox every Monday morning under Reporting → Schedule.