How to Review Your Residential or Commercial Dashboard Each Month
Your Residential or Commercial Dashboard in Propra is designed to help you stay on top of leasing activity, occupancy, upcoming renewals, and any units that require attention. Reviewing your dashboard regularly—especially in the final week of each month—helps ensure your portfolio stays accurate and up to date.
1. Review Vacant Units
Start by looking at the units marked as vacant or empty.
What to check:
Are there units showing as vacant that should have active leases?
Have you recently moved a tenant out but forgotten to create the new lease?
Have you approved an applicant in a Propra campaigns but not yet sent the lease offer?
If you created a Campaign in Propra, make sure:
You have sent the lease offer to the approved applicant
The applicant has signed their lease
A signed lease automatically creates the new lease in Propra, which will remove the unit from the vacant list.
2. Ensure All New Leases Are Entered
If a unit is no longer vacant:
Make sure you have entered the new lease
Confirm the move-in date is correct
Double-check the rent, fees, and tenant details
This ensures beginning-of-month rent charges and accounting entries are generated correctly.
3. Review Upcoming Lease Expiries
Your dashboard will show leases that are nearing their end date.
During your end-of-month review:
Look at all leases expiring in the next <7 days
Confirm which tenants are renewing
Create renewal leases for any tenants staying
Begin outreach for tenants not yet confirmed
Prepare marketing or campaigns for units that will soon be vacant
Handling renewals before the month ends reduces last-minute rush and ensures your occupancy data stays accurate.
4. Confirm Accuracy Before the New Month Begins
Before the new month starts, your dashboard should clearly reflect:
All active leases
All vacant units that truly are vacant
All renewals completed
All lease offers sent and signed
This ensures:
Rent charges generate correctly
Vacancy reporting is accurate
Your leasing pipeline stays organized
Your accounting and owner reporting stays clean
5. Why This Review Matters
Performing this review during the last week of each month helps you:
Avoid missed rent charges
Keep occupancy rates accurate
Prevent discrepancies in your reporting
Stay ahead on renewals
Ensure new tenants are fully onboarded
Keep your portfolio well-maintained and up to date
It’s a simple monthly habit that creates smoother operations throughout the entire month.