{"id":335,"date":"2025-11-26T17:31:00","date_gmt":"2025-11-26T17:31:00","guid":{"rendered":"https:\/\/kb.ourproperty.ng\/property-manager\/?post_type=docs&p=335"},"modified":"2025-11-26T17:31:00","modified_gmt":"2025-11-26T17:31:00","password":"","slug":"dashboard-overview-explanation","status":"publish","type":"docs","link":"https:\/\/kb.ourproperty.ng\/property-manager\/docs\/account\/dashboard-overview-explanation\/","title":{"rendered":"Dashboard Overview Explanation"},"content":{"rendered":"\n

The Dashboard<\/strong> provides a comprehensive summary of all activities, records, and key metrics for your company. It is designed to give you quick access to important information and streamline management tasks.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Role-Based Access<\/strong><\/h2>\n\n\n\n

Access and visibility on the dashboard depend on user roles:<\/p>\n\n\n\n

    \n
  • Company Director<\/strong>\n
      \n
    • Full access to view and manage records across the entire company, including all branches, properties, and staff members.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Branch Manager<\/strong>\n
        \n
      • Can view and manage records only for their assigned branch<\/strong>.<\/li>\n\n\n\n
      • Example: A Branch Manager of Branch A can access properties and staff of Branch A but cannot modify data from other branches<\/strong>.<\/li>\n\n\n\n
      • Branch Managers can view properties from other branches on the public listing website but cannot manage them unless explicitly assigned.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
        \n

        Role-based access ensures data security and prevents unauthorized changes while allowing visibility where needed.<\/p>\n<\/blockquote>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Interactive Dashboard Cards<\/strong><\/h2>\n\n\n\n

        Dashboard cards display key metrics such as the number of branches, landlords, or properties.<\/p>\n\n\n\n

        Key Features:<\/strong><\/p>\n\n\n\n

          \n
        • Each card is clickable.<\/li>\n\n\n\n
        • Clicking a card takes you directly to the detailed page containing all related information.<\/li>\n<\/ul>\n\n\n\n

          Example:<\/strong>
          If your company has 8 branches and 100 landlords, clicking the corresponding card opens a page listing all branches or landlords.<\/p>\n\n\n\n

          \n

          Interactive cards allow quick navigation and ensure users see only role-relevant data, making management efficient and organized.<\/p>\n<\/blockquote>\n\n\n\n

          \"\"<\/figure>\n\n\n\n

          Wallet<\/strong><\/h2>\n\n\n\n

          The Wallet<\/strong> feature allows secure management of company funds within the platform and between branches.<\/p>\n\n\n\n

          Access:<\/strong><\/p>\n\n\n\n

            \n
          • Company Owners (Directors) can access all branch wallets.<\/li>\n\n\n\n
          • Branch Managers can access only their branch\u2019s wallet.<\/li>\n<\/ul>\n\n\n\n

            Key Features:<\/strong><\/p>\n\n\n\n

              \n
            • Transaction History:<\/strong> View all wallet transactions in one place.<\/li>\n\n\n\n
            • Transfer Funds:<\/strong> Send money between branches or to clients for rent, deposits, or automated payments.<\/li>\n\n\n\n
            • Fund Management:<\/strong> Add funds to the wallet or withdraw to your company bank account.<\/li>\n<\/ul>\n\n\n\n
              \n

              The Wallet centralizes financial management, ensuring transparency and ease of fund transfers.<\/p>\n<\/blockquote>\n\n\n\n

              \"\"<\/figure>\n\n\n\n

              Listing Analysis<\/strong><\/h2>\n\n\n\n

              The Listing Analysis<\/strong> chart provides insights into client engagement and property performance.
              It displays metrics such as:<\/p>\n\n\n\n

                \n
              • Website visits<\/li>\n\n\n\n
              • Number of property views<\/li>\n\n\n\n
              • Property details checked by visitors<\/li>\n\n\n\n
              • Bookmarks and contacts received<\/li>\n<\/ul>\n\n\n\n
                \n

                This helps you track which properties are performing well and identify opportunities for improvement.<\/p>\n<\/blockquote>\n\n\n\n

                \"\"<\/figure>\n\n\n\n

                Calendar<\/strong><\/h2>\n\n\n\n

                The Calendar<\/strong> provides an overview of all scheduled events and important dates, including:<\/p>\n\n\n\n

                  \n
                • Client appointments<\/li>\n\n\n\n
                • Pending payments<\/li>\n\n\n\n
                • Property-related events<\/li>\n\n\n\n
                • Other tasks or obligations<\/li>\n<\/ul>\n\n\n\n
                  \n

                  Quickly identify items that require attention on any specific date, ensuring smooth workflow and time management.<\/p>\n<\/blockquote>\n\n\n\n

                  \"\"<\/figure>\n\n\n\n

                  Recent Messages<\/strong><\/h2>\n\n\n\n

                  The dashboard displays the latest messages from clients or staff.<\/p>\n\n\n\n

                    \n
                  • Stay up-to-date on communications directly from the dashboard.<\/li>\n\n\n\n
                  • Quickly respond to inquiries or internal communications without navigating away from the main page.<\/li>\n<\/ul>\n\n\n\n
                    \"\"<\/figure>\n\n\n\n

                    Recent Complaints & Complaints Management<\/strong><\/h2>\n\n\n\n

                    The dashboard shows complaints submitted by clients that are yet to be reviewed or addressed.<\/p>\n\n\n\n

                    Complaint Status Types:<\/strong><\/p>\n\n\n\n

                      \n
                    • Pending:<\/strong> Complaint submitted but not yet reviewed.<\/li>\n\n\n\n
                    • Processing:<\/strong> Complaint is being addressed.<\/li>\n\n\n\n
                    • Completed:<\/strong> Complaint has been resolved.<\/li>\n\n\n\n
                    • Rejected:<\/strong> Complaint reviewed but rejected for valid reasons.<\/li>\n<\/ul>\n\n\n\n

                      Dedicated pages provide full details for each complaint.
                      Proper configuration in Settings<\/strong> ensures complaints are tracked, managed, and resolved efficiently.<\/p>\n\n\n\n

                      \n\n\n\n

                      First-Time Setup Recommendation<\/strong><\/h2>\n\n\n\n

                      When logging in for the first time:<\/p>\n\n\n\n

                        \n
                      1. Go to Settings<\/strong>.<\/li>\n\n\n\n
                      2. Configure the software according to your company\u2019s workflow and processes.<\/li>\n<\/ol>\n\n\n\n
                        \n

                        A proper setup ensures that all dashboard features\u2014including complaints, wallet, messages, and listings\u2014function correctly and display accurate information.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"

                        The Dashboard provides a comprehensive summary of all activities, records, and key metrics for your company. It is designed to give you quick access to important information and streamline management tasks. Role-Based Access Access and visibility on the dashboard depend on user roles: Role-based access ensures data security and prevents unauthorized changes while allowing visibility […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_eb_attr":"","footnotes":""},"doc_category":[21],"glossaries":[],"doc_tag":[],"class_list":["post-335","docs","type-docs","status-publish","hentry","doc_category-account"],"acf":[],"year_month":"2026-04","word_count":525,"total_views":"122","reactions":{"happy":"1","normal":"0","sad":"1"},"author_info":{"name":"tsalam","author_nicename":"tsalam","author_url":"https:\/\/kb.ourproperty.ng\/property-manager\/author\/tsalam\/"},"doc_category_info":[{"term_name":"Accounts","term_url":"https:\/\/kb.ourproperty.ng\/property-manager\/docs-category\/account\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/335","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/comments?post=335"}],"version-history":[{"count":1,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/335\/revisions"}],"predecessor-version":[{"id":343,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/docs\/335\/revisions\/343"}],"wp:attachment":[{"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/media?parent=335"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_category?post=335"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/glossaries?post=335"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/kb.ourproperty.ng\/property-manager\/wp-json\/wp\/v2\/doc_tag?post=335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}