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Dashboard Page and Dashboard Dropdown

Learn the Propra dashboard, portfolio overview, updates, collections, vacancies, and signatures.

Written by Karyn Millar

The Dashboard is located at the top left of the Propra menu and serves as the main homepage for your portfolio overview.

Selecting Dashboard will take you to your portfolio dashboard where you can review property performance, requests needing attention, occupancy details, collections, and important operational updates.


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Dashboard Homepage

The dashboard homepage provides a quick overview of your portfolio and important system activity.

At the top of the page, you will see:

  • Your user name

  • A property dropdown bar to select which properties you want on the dashboard

  • Portfolio categories to filter (Residential and Commercial)

  • The feature updates icon

  • The Customer Success Knowledge Center link

  • Customized dashboard option

  • Refresh

  • Search bar

Property Dropdown Menu

When you select a property from the property dropdown, the dashboard updates to display information specific to that property. If you are part of a Team, your filter options may be limited to properties within your Team.

Portfolio categories to filter (Residential and Commercial)

You can select All if you want to see the entire portfolio or filter for Residential or Commercial only. Condo and Rental will both be listed under Residential.

Feature Updates Icon

In the top right corner of the dashboard, you will see a light bulb icon. A red bubble will indicate an update has been posted.

This is where Propra posts updates about:

  • New features

  • System improvements

  • Product changes

  • Newly released tools

When you click the light bulb icon:

  1. A list of recent updates will appear

  2. Select an update to open the full article

  3. Review detailed information about what was added or changed in Propra

This is the best place to stay informed about new functionality within the platform.

Customer Success Knowledge Center

Beside the light bulb icon is the question mark (?) icon.

Selecting this icon will open the Customer Success Knowledge Center where you can search for support articles and guides related to Propra features and workflows.

You can search for topics such as:

  • Lease Renewals

  • Accounting

  • AutoPay

  • Requests

  • Listings

  • Reports

  • Owner Portal

  • Insurance Expiry

The Knowledge Center is designed to help users learn features and complete tasks more efficiently.

Customized dashboard option

Selecting this icon will allow you to adjust your dashboard to your preference.

Click and drag the boxes around and use the arrow in the bottom right corner to adjust the sizing.

Use the crossed out eye icon to hide a box.

To make the box appear again select the eye icon under the Hidden option

Refresh

The refresh icon will refresh the dashboard if any changes have been made

Search Bar

Use the search bar to find:

Tenants, Owners, Invoices, Bills, Properties, Pet names, License Plates, Suppliers, Operators, Tags, Keys, Parking Stalls, Additional Contacts etc;

The Homepage Dashboard shows:

  • Leases Expiring

  • Collections Aging

  • Payables Aging

  • Maintenance Requests

  • Portfolio Changes

  • Notes : this is per user. These notes are for you only.

  • Property Revenue and Expenses

  • Vacancy Lost Revenue

  • Company P & L

  • Operator Performance


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Dashboard Dropdown Menu

The Dashboard menu also contains additional dropdown sections including:

  • Residential

  • Commercial

  • Collections

  • Payables

  • Signatures

Selecting one of these sections allows you to review important operational information across your portfolio.

The Residential and Commercial dashboard sections help monitor portfolio activity and upcoming tasks.

These sections may include:

  • Vacancies and lease expiries

  • Insurance expiries

  • Violations

  • Rent increase opportunities

  • Move-ins and Move-outs

  • Signatures

These dashboards help property managers stay organized and proactively manage upcoming lease and operational events.

The Collections section focuses on overdue balances and rent collection activity.

This area helps managers monitor:

  • Outstanding rent

  • Arrears

  • Collection activity

  • Overdue tenant balances


The Payables section focuses on overdue bills activity.

This area helps managers monitor:

  • Outstanding payables

  • Payees with multiple outstanding payables

The Signatures section helps track documents requiring signatures.

This can include:

  • Lease agreements

  • Renewal documents

  • Forms awaiting signatures

  • Completed signed documents

This dashboard helps managers quickly identify which documents still require action.

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