The Spaces Dashboard in Deal Manager provides a comprehensive view of all spaces a user has access to, along with filtering tools, interactive metrics, and tab-based navigation for managing space-level data.
🚪 How to Access the Spaces Dashboard
To open the Spaces Dashboard:
Navigate to Portfolio > Spaces from the top navigation bar in Deal Manager.
🔍 Filtering Spaces
Available Filters
At the top of the dashboard, users can filter spaces using:
Property Name
Deal Stage
Availability
Occupancy Status
Area
Additional filters under the “More” dropdown, including:
Space-level User Defined Fields (UDFs) configured in Company Settings
Applying and Saving Filters
Click the green Search button to apply selected filters.
Click the Save button to store filter sets.
Access saved filters via the Saved Filters dropdown.
📊 Space Metrics and Tiles
Near the top of the dashboard, users will find interactive charts and tiles:
Metric Tile | Description |
Spaces by Deal Status | Overview of spaces categorized by deal stage |
Spaces by Occupation Status | Breakdown of occupied vs. vacant spaces |
Spaces by Activity | Summary of recent activity across spaces |
Vacant Space Latency | Groups vacant spaces by duration of vacancy |
Click any tile to filter the dashboard view based on the selected metric.
📋 Viewing Space Details
Filtered spaces appear in the bottom portion of the dashboard. Each space record includes:
Space Name
Floor
Property Name
Market
Area (sq ft)
Occupancy Status
Unit Ending Rent
Budgeted/Market Rent
Availability
Associated Deal
Recent Activity
Accessing a Space
Click the Space Name to open its details.
Click the Add/View hyperlink to open the space’s Activity Feed.
To add a deal for a space, click Add Deal in the Actions column.
🧭 Tabs Within the Space Page
Each space page includes multiple tabs for managing specific data:
1. ⚙️ Setup Tab
Edit unit setup details such as:
Name
Size
Floor
Status
Attributes
2. 📎 Attachments Tab
Upload and manage files related to the space
3. 👥 Tenant Information Tab
View tenant-related data:
Current Tenant
Previous Tenant
Future Tenant
4. 📑 Deals Tab
View deals and proposals involving the space
Filters function similarly to the Deal Dashboard
5. 💰 Budget Level Data Tab
Add and manage budget-related information for the space
6. 📊 Custom Tables Tab
View any custom tables associated with the space
📞 Contact Support
Need help with the Spaces Dashboard or space-level tabs? Contact our support team:
Email: [email protected]
Phone: +1 (800) 555-0199
Live Chat: Available in the bottom-right corner of the Deal Manager interface