Britixo · Practical product and service guidance
Real Estate Dashboard Overview
Use the real estate dashboard as a starting point for investigation, with clear reporting periods, permissions and links to the underlying records.
01
Begin with the scope of the view
Before interpreting a dashboard, confirm the signed-in role, organisation or broker context and the reporting period. Two users can see different information because their permissions or responsibilities differ. A missing widget or total should prompt a scope and access check before anyone assumes that an operational record has disappeared.
02
Move from a total to the evidence
Use the available navigation to inspect the property, tenant, maintenance or financial records behind an exception. Compare filters and statuses consistently when moving between a dashboard and a detailed list. The dashboard helps prioritise attention; it should not replace the source record when a decision affects a customer or a financial entry.
03
Agree a review routine
Identify which indicators require a daily review and which belong in a periodic management review. Give each exception an owner and a next action. Use the current dashboard and reporting documentation for your installed module, and confirm any proposed custom KPI definition before requesting a new widget.