Department : Property Management

Property Management Dashboard

Monitor property performance, occupancy, rental income, and maintenance operations—all in one real-time dashboard.

Bold BI’s Property Management Dashboard gives real estate managers, asset owners, and property teams a centralized, interactive view of portfolio performance. Connect your property, accounting, App Folio, REST APIs, Excel, and SQL data together so you can quickly understand your portfolio and find ways to improve profitability and tenant experience.

Property Management Dashboard
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TL;DR: What You’ll Get in the First Week

  • Portfolio overview: Total properties, units, occupancy rate, and vacancy.
  • Rental income tracking: Rent collected vs. expected, overdue payments, and revenue trends.
  • Maintenance visibility: Open requests, resolution time, and cost by property.
  • Tenant insights: Lease status, renewals, move-ins, and move-outs.
  • Executive snapshot: High-level KPIs for owners and leadership.

Why This Matters to Real Estate Managers

Property data often lives across accounting tools, property management systems, spreadsheets, and maintenance logs. That fragmentation makes it hard to answer basic questions quickly. 

Bold BI helps you clearly answer: 

  • Which properties are underperforming?
  • Are vacancies increasing or stabilizing?
  • How much rental income is at risk?
  • Where are maintenance costs rising?
  • Which tenants are due for renewal?

What is a Property Management Dashboard (30-second Answer)

A Property Management Dashboard is an interactive analytics view that tracks property performance, occupancy, rental income, maintenance activity, and tenant lifecycle metrics. 

In Bold BI, this means real-time visuals, drilldowns by property or unit, trend analysis, and alerts—powered by live data from your property and finance systems. 

What You’ll Track

  • Occupancy & vacancy trends: Track occupied units, vacancy rates, and changes over time.
  • Rental income performance: Monitor rent billed vs. collected, overdue amounts, and revenue trends.
  • Maintenance & repair activity: Analyze open requests, resolution time, and maintenance costs by property.
  • Tenant & lease lifecycle: Track lease renewals, expirations, move-ins, and move-outs.

All dashboards are customizable—add KPIs like churn prediction, maintenance of SLA, lease renewal probability, or per-unit profitability as needed. 

How It Works (No-Nonsense Setup) 

From data connection to live dashboards in hours—not weeks.

  • Connect your data sources: PMS, accounting, REST APIs,  Excel/SQL , or AppFolio CRM.
  • Apply the Property Management sample with ready-to-use KPIs.
  • Blend financial + operational + tenant data to reveal performance drivers.
  • Share your dashboard securely among your managers, executives, and owners.
  • Set proactive alerts for high vacancy, rising maintenance costs, or arrears increase.

Why Property Teams Choose Bold BI Over Built-In PMS Reports

  • One system for financials, occupancy, tenant sentiment, and maintenance costs.
  • Portfolio-to-unit drill-downs in a single click.
  • Governed analytics with Single Sign On, Role Based Access Control, and Row Level Security.
  • Simple embedding dashboards into POS or internal portals.
  • Automated updates—no manual data merges or weekly reporting cycles.

More Articles About Property Management

Compare options at a glance

Bold BI Built-in PMS Reports Spreadsheets
Primary Use Full BI Transaction-level insights Manual reporting
Sweet Spot Portfolio analysis, multi-data modelling Operational views One-off analysis
Deployment Cloud or self-hosted SaaS only Local only
Standout Embedding, governance, advanced KPIs Limited customization Error-prone, slow

Simple Pricing That Grows With You

Say goodbye to hidden costs, complex quotes, and pricing guesswork. 

Clear ROI from Day One

No complicated quotes—just honest, value-driven pricing that delivers more for less, right from the start.

Built to Grow with You

From startup to scale-up, Bold BI grows with your business — no forced upgrades, just flexible, future-ready analytics.

Fits Every Budget

Whether you're a startup or an enterprise, our flexible pricing scales with your growth— Pay only for what you truly need.

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Frequently Asked Questions

This dashboard helps property managers every day. It gives quick views of revenue and occupancy along with overdue payments and maintenance costs to let managers decide on operations faster and in smarter ways.
Yes, you can compare multiple properties right next to each other by using the property filters to check financial results and occupancy patterns plus tenant feelings across the whole portfolio.
Yes. The dashboard refreshes automatically as new data is available and can trigger alerts for overdue payments, low occupancy, rising maintenance costs, or unusual revenue changes.
Absolutely. You can track tenant turnover and the costs to bring in new ones. The dashboard has key measures for turnover rates and acquisition expenses. This helps figure out how leasing goes and what return comes from marketing efforts.
Bold BI adjusts to residential or commercial setups along with mixed-use ones or even portfolios spread over regions. It uses custom key measures and visuals to fit.
Absolutely. Apply filters, add KPIs, and tweak visuals to match your sales structure.

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