KEY INTEGRATIONS
Executive Dashboards
The executive dashboard aggregates compliance, defect, sales, and handover data across your entire portfolio into a single, persistent, board-ready surface. No manual consolidation. No waiting for reports. The signal you need is already there.
| Development | Plots | Missing | Coverage |
|---|---|---|---|
| The Orchards | 174 | 346 | |
| Orchard, Marlow v1 | 11 | 22 | |
| Brookfields | 8 | 16 | |
| Shared Ownership Scheme | 5 | 9 | |
| Rocks Hollow | 1 | 0 |
| Pack | Expected | Supplied | Gap | % |
|---|---|---|---|---|
| Buying: CML Lender Completion | 1,190 | 7 | 1,183 | 1% |
| Construction QA Pack | 1,648 | 2 | 1,646 | 0% |
| Buying: Reservation Pack | 456 | 2 | 454 | 0% |
| Warranty, Defects & Liability | 578 | 1 | 577 | 0% |
| Mandatory Documents | 416 | 4 | 412 | 1% |
| Fire & Life Safety | 32 | 0 | 32 | 0% |
| Site | Open | ≤7d | 8–27d | 28+d | Top category | Status |
|---|---|---|---|---|---|---|
| The Orchards | 892 | 0 | 1 | 891 | Other Defect | BREACH |
| Brookfields | 312 | 1 | 2 | 309 | Plumbing | BREACH |
| Orchard, Marlow v1 | 148 | 0 | 0 | 148 | Other Defect | BREACH |
| Rocks Hollow | 12 | 0 | 0 | 12 | Flooring | WATCH |
| Deal | Recipient | Units | Est. value | Dataroom | Status |
|---|---|---|---|---|---|
| Ashford Q – Phase 2 | Whitmore Capital | 42 | £8.4M | PENDING | |
| Elmwood P – BTR Block | Greystone Partners | 18 | £3.1M | ACCEPTED | |
| NorthRiver – SO Units | NorthRiver Housing | 27 | £5.2M | AT RISK |
Portfolio command
The portfolio overview consolidates all developments into one live view: mandatory document gaps, defect age profiles, sales funnel health, and deal pipeline completeness — continuously updated from the operational record. Select any site to isolate it; return to all-sites in one click. Six tabs. No exports. No waiting.
Compliance and defect exposure
Doc Assure surfaces mandatory document gaps across every plot and every site, ranked by exposure. The defects tab shows open count, age-band distribution, and category breakdown — for the portfolio or any single development. SLA breach indicators and DLP expiry status put the right signal in front of the right person.
Pipeline and deal room
The sales tab tracks buying and rental funnel stages, reservation rates, and milestone health across every scheme. Deal Room surfaces the B2B handover pipeline with Dataroom completeness percentages — so commercial exposure from incomplete evidence packs is visible before completion, not discovered after.
Questions
The executive dashboard aggregates compliance, defect, sales, and handover data across your entire portfolio into a single, persistent, board-ready surface. No manual consolidation. No waiting for reports. The signal you need is already there.
Six tabs: Overview, Doc Assure, Defects, Deal Room, Sales, and Activity, all scoped to your portfolio. The KPI strip shows developments, handover pipeline, access-enabled %, document count, compliance gap, and open defects. Switch between portfolio-wide aggregates and per-site breakdowns instantly.
Doc Assure surfaces mandatory document gaps across every plot and every site, ranked by exposure. The view shows exactly which plots are missing required documents.
The defects tab shows open count, age-band distribution, and category breakdown, for the portfolio or any single development. Age bands cover 0 to 7 days, 8 to 27 days, and 28 days and over. Top defect categories are ranked by volume and age, with a per-assignee breakdown. SLA breach indicators and DLP expiry status put the right signal in front of the right person. DLP status per plot is within warranty, watching, or expired, sorted by urgency.
The sales tab tracks buying and rental funnel stages, reservation rates, and milestone health across every scheme. The buying funnel runs from Pre-Res through Completion by tenure type, with milestone health bars. The rental funnel shows applications, references, and occupancy in view simultaneously. Deal Room surfaces the B2B handover pipeline with Dataroom completeness percentages, so commercial exposure from incomplete evidence packs is visible before completion, not discovered after. Portfolio value at risk is segmented by Dataroom completeness thresholds.
Yes. Views are deep-linkable. Share a specific tab and a specific site with a URL that preserves context. Select any site to isolate it, then return to all-sites in one click. The portfolio overview is continuously updated from the operational record: no exports, no waiting.
