The Property Dashboard in Deal Manager provides a centralized view of all properties a user has access to, along with detailed metrics, filtering tools, and tab-based navigation for managing property data.
🚪 How to Access the Property Dashboard
To open the Property Dashboard:
Navigate to Portfolio > Properties from the main menu.
🔍 Filtering Properties
Available Filters
At the top of the dashboard, users can filter properties using:
Property Name
Property Type
Vacant Area
Additional filters under the “More” dropdown, including:
Property-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.
📊 Portfolio Metrics
Displayed near the top of the Property Dashboard, portfolio metrics include:
Number of Properties and Spaces
Total Area (sq ft)
Occupancy Percentage
Vacant Area
Available Area
Deal Area
Weighted Average Lease Term
📋 Viewing Property Details
Filtered properties appear at the bottom of the dashboard. Each property record includes:
Property Name
Market
Total Area, Vacant Area, and Available Area
Number of Available Spaces
Listing Agreements
Active Deals
Recent Activity
Accessing a Property
Click the Property Name to open its details.
Click the Add/View hyperlink to open the property’s Activity Feed.
🧭 Tabs Within the Property Page
Each property page includes multiple tabs for managing specific data:
1. 📐 Floorplan Tab
Enabled via Setup > More Details > Show Floorplan
Displays a color-coded floorplan based on selected metrics
Use the Options dropdown to edit space mappings or create a new floorplan
Note: If the floorplan is not enabled, the default tab will be the Stacking Plan
2. 🧱 Stacking Plan Tab
Shows a diagram of property spaces
Units are color-coded by Lease Expiration
Includes adjustable display options
Generate a Lease Expiry Report by year and export via the black box icon
3. 🚫 Encumbrances Tab
Displays any lease or deal encumbrances on the property
4. 🏬 Spaces Tab
Lists all spaces within the property
Includes details such as:
Space Name
Occupancy Status
Associated Deals
5. 📑 Deals Tab
Shows all active deals on the property
Filters function similarly to the Deal Dashboard
6. 📝 Legal Documents Tab
Generate legal documents for the property
Specify default signees for companies using Legal Manager
7. 👥 Tenants Tab
Displays current and future tenants
Mirrors data from the Tenant Dashboard, scoped to the property
8. 💰 Property Expenses Tab
Displays imported expense data for the property
9. 📇 Contacts Tab
Add and manage contacts associated with the property
10. 📎 Attachments Tab
Upload and manage files related to the property
11. 📜 Clauses Tab
View and add property-specific clauses
12. ⚙️ Setup Tab
Edit core property details:
Address
Name
Size
Market
Property Type
Description
13. 🔍 More Details Section
View additional property information:
Voyager Code
Attachments
Attributes
14. 📂 Other Information Tab
Displays Property-level User Defined Fields
15. 📊 Custom Tables Tab
View any custom tables associated with the property
🔄 Voyager Sync
Located at the top right of the property page
Allows manual re-syncing of property data from Voyager
Note: This feature is permission-based and controlled by user role settings
📞 Contact Support
Need help with the Property Dashboard or 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