dashboard
Dashboard
Your Command Center · 17 articles
1.1
Dashboard Overview
Learn what the RETrackAI Dashboard is, how to open it, and how the header bar, AI banner, and portfolio widgets fit together. Over…
1.2
Dashboard Views by Scope
Learn how Filters (4) control portfolio level, date range, currency, and finance mode on the Dashboard. Overview Dashboard metrics…
1.3
Dashboard Widgets
Understand the widget areas on the Dashboard — summary cards, trend charts, heatmaps, and lease expiry schedules. Overview The Das…
1.3.1
Portfolio Summary Cards
Read the ALL PROPERTIES summary strip — portfolio value, revenue, NOI, cap rate, WALE, occupancy, and active lease counts. Overvie…
1.3.2
Chart Widgets
Use the revenue/NOI trend, occupancy heatmap, revenue-by-type chart, and lease expiry schedule on the Dashboard. Overview Below th…
1.3.3
Critical Dates Widget
Understand how lease deadlines relate to the Dashboard and when to use the Critical Dates module instead. Overview Critical lease …
1.4
Currency & Unit Settings
Change display currency on the Dashboard and understand where unit of measurement is configured. Overview Dashboard monetary widge…
1.5
User & Permission Setup
Introduce how RETrackAI controls access through users, roles, app roles, and property assignment — configured in Settings. Overvie…
1.5.1
Creating a New User
Add a RETrackAI user with name, email, password, role, optional app role, and invitation email. Overview Administrators create use…
1.5.2
Role Definitions
Compare RETrackAI base roles — super admin, admin, user, reviewer, tenant, vendor, and contact. Overview Each user receives one ba…
1.5.3
Custom Role Creation (App Roles)
Create App Roles with module-level READ/CREATE/UPDATE/DELETE grants and optional property conditions. Overview App Roles let admin…
1.5.4
Property Assignment
Limit which properties a user sees on the Dashboard by assigning all properties, groups, or specific buildings. Overview Property …
1.6
Left Sidebar & Global Navigation
Use the left sidebar, KEY FAVOURITES, KEY MODULES, and Toggle Sidebar to navigate RETrackAI from the Dashboard. Overview RETrackAI…
1.7
Push Notifications
Open Notifications from the header bell or Push Notifications link; use For you and Reminders tabs with All, Unread, and Read filt…
1.8
Apps & Utilities Launcher
Open Apps & Utilities from the header grid icon to reach Reporting, Utility, Data Center, Templates, and Records apps. Overview Th…
1.9
Marking Favorites
Pin modules in KEY FAVOURITES by dragging from KEY MODULES or Apps, and bookmark dashboard widgets in Edit mode. Overview RETrackA…
1.10
Dashboard Edit Mode
Select Edit to customize dashboard metric cards — add counters, pin widgets, delete cards, then Save Changes or Cancel. Overview T…