Dashboard Overview

Dashboard Overview

The investment dashboard provides a comprehensive view of your property investment plan and progress. This guide uses example data to demonstrate features and functionality.

📝 Note: The numbers used in this guide are examples:

  • Annual savings target: $60,000
  • Property type: Studio
  • Property count: 5
  • Timeline: 5 years
  • Monthly cashflow: $2,097 Your actual numbers will reflect your personal investment plan.

My Plans

Top Section: Key Metrics Cards

My Plans

Annual Investment Budget Card

  • Current: Shows your current savings (Example: $0)
  • Target: Displays your annual savings goal (Example: $60,000)
  • Purpose: Track your yearly investment saving progress
  • Note: Updates as you log new savings through "Update budget"

Monthly Cashflow Card

  • Current: Shows actual monthly rental income (Example: $0)
  • Target: Displays projected monthly rental income (Example: $2,097)
  • Purpose: Monitor your passive income progress

My Properties Card

  • Current: Number of properties currently owned (Example: 0)
  • Target: Number of properties planned to acquire (Example: 5)
  • Purpose: Track property acquisition progress

Investment Breakdown Section

My Plans

Key Metrics Display

  • Property ownership target: Total properties planned (Example: 5)
  • Monthly cashflow target: Expected rental income (Example: $2,097)
  • Estimated completion timeline: Total duration (Example: 5 YRS) with end date (Example: OCT 2029)

Control Buttons

  • Reset plan: Clears current plan and starts fresh
  • Edit plan: Modify existing plan parameters
  • Note: Changes require using Edit plan - metrics aren't directly editable

Visual Analytics

My Plans

Bar Chart - Projections

  • Toggle Options:
    • Properties: Show property acquisition timeline
    • Cashflow: Display projected rental income
    • Both can be viewed simultaneously or independently
  • X-axis: Years (Example: 2024-2029)
  • Y-axis:
    • Left: Number of properties (Example: 0-5)
    • Right: Cashflow amounts in thousands (Example: $0-19K)
  • Interactive Features:
    • Hover over bars for detailed values
    • Use toggles to customize view

Progress Chart

  • Central Display: Current savings vs annual target
  • Example Shows: "$0.0k of $60.0k"
  • Period: January - December 2024
  • Update Button: Log new savings contributions
  • Purpose: Track progress toward annual savings goal

Additional Features

My Plans

Navigation

  • Dashboard: Access main overview
  • Investment plan: View detailed plan information
  • Document Hub: Access related documentation

Tour Guide

  • Click "Show Tour" button on the left for interactive guidance
  • Recommended for new users or feature updates

Tips for Using the Dashboard

  1. Regular Monitoring:

    • Check savings progress monthly
    • Review property acquisition timeline
    • Monitor cashflow projections

  2. Updates and Adjustments:

    • Use "Update budget" to log contributions
    • Review progress against targets
    • Use "Edit plan" for major changes

  3. Chart Analysis:

    • Toggle between Properties and Cashflow for focused analysis
    • Hover over chart elements for detailed information
    • Use projections to plan future investments

  4. Plan Management:

    • Save changes when updating
    • Use Reset plan with caution - all progress will be cleared
    • Regular review of timeline and targets

Getting Help

  • Use the tour guide for interactive help
  • Access Document Hub for detailed documentation
  • Contact support for additional assistance

Important Note: All numbers and projections shown in this guide are examples for illustration purposes. Your actual dashboard will display figures based on your personal investment plan and progress.