Spaces Dashboard
View and manage all spaces with interactive metrics and tab-based navigation.
Overview
The Spaces Dashboard in Deal Manager provides a comprehensive view of all spaces you have access to. It includes powerful filtering tools, interactive charts, and tab-based navigation for managing space-level data.
Key benefits
Centralized access to all space records.
Advanced filtering to quickly locate spaces by property, deal stage, or occupancy.
Interactive metrics for real-time insights into space performance.
Tab-based navigation for managing detailed space data.
How to use the Spaces Dashboard
Access the dashboard
To open the Spaces Dashboard:
Navigate to Portfolio > Spaces from the top navigation bar in Deal Manager.
Filter spaces
At the top of the dashboard, you can filter spaces using:
Property Name
Deal Stage
Availability
Occupancy Status
Area
More filters – Includes additional options such as:
Space-level User Defined Fields (UDFs) configured in Company Settings
Apply and save filters
Click Search to apply selected filters.
Click Save to store your filter set.
Access saved filters via the Saved Filters dropdown.
Space metrics and tiles
Near the top of the dashboard, you’ll find interactive charts and tiles:
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.
Tip: Click any tile to filter the dashboard view based on the selected metric.
View 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 Add/View 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:
Setup tab
Edit unit setup details such as:Name
Size
Floor
Status
Attributes
Attachments tab
Upload and manage files related to the space.Tenant information tab
View tenant-related data:Current Tenant
Previous Tenant
Future Tenant
Deals tab
View deals and proposals involving the space.
Filters function similarly to the Deal Dashboard.Budget level data tab
Add and manage budget-related information for the space.Custom tables tab
View any custom tables associated with the space.
FAQs
Who can access the Spaces Dashboard?
Any user with access to Deal Manager can view the Spaces Dashboard.
Can I save my filter settings?
Yes. After applying filters, click Save to store your configuration. Saved filters appear in the Saved Filters dropdown.
How do I add a deal for a space?
Click Add Deal in the Actions column of the space record.