Agent Dashboard

The agent dashboard is the default landing page at /dashboard. It replaces the generic shell overview with a purpose-built view that aggregates real portfolio metrics across all tenancies in your organisation.

Overview

The dashboard is divided into two visual layers:

KPI Bar — four headline numbers at the top of the page
Section Cards — five detailed summary cards, each linking to the relevant module

All data is fetched in a single network request via the dashboard.portfolioMetrics tRPC query and is automatically scoped to your organisation.

KPI Cards

Metric	Description	Accent
Active Tenancies	Number of tenancies currently active	Blue
Total Properties	Total number of managed properties	Default
Occupancy Rate	Percentage of properties occupied	Green
Hours Saved (est.)	Estimated hours saved through automation	Amber

KPI cards are displayed in a responsive 4-column grid (2 columns on tablet, 1 on mobile).

Section Cards

Each section card shows a summary of its module's current state, with contextual badge counts and colour coding. Clicking any card navigates to the full detail view.

Offers

Links to: /dashboard/offers

Active offers count
Total offers count
Breakdown by status: With agent (warning) and Sent to landlord

The badge on this card reflects the number of active offers.

Outstanding Items

Links to: /dashboard/portfolio

Pending tasks
Overdue tasks (shown in red when count > 0)
Expired compliance documents (danger)
Compliance documents expiring within 30 days (warning)

The badge variant escalates to danger (red) if there are any expired compliance documents or overdue tasks. It shows warning (amber) if there are any other outstanding items.

Portfolio

Links to: /dashboard/portfolio

Active tenancies (green)
Tenancies expiring within 90 days (amber when count > 0)
Lapsed / overdue tenancies (red when count > 0)

The badge reflects the sum of expiring and lapsed tenancies, and uses the danger variant if any tenancies have lapsed.

Pre-Tenancy

Links to: /dashboard/referencing

Pending referencing requests
In-progress referencing requests (amber when count > 0)

The badge reflects total pending and in-progress referencing requests.

Renewals

Links to: /dashboard/tenancies

Active renewals
Decision required (amber)
Action required (red, escalates badge to danger)

The badge uses the danger variant if any renewals require action, and warning if there are active renewals pending.

Loading States

While data is loading, the dashboard renders animated skeleton placeholders for all KPI cards and section cards. No partial or stale data is shown.

Data & Architecture

Query: trpc.dashboard.portfolioMetrics (single org-scoped query)
Auth scope: Requires an active organisation context (useOrg())
Compliance queries: Use the versioned subquery pattern consistent with the portfolio module
No new tables required — aggregates across existing schema tables (except the additive tenancyComments table added in this release for comment threads)

Navigation

The left-hand navigation Overview link already points to /dashboard. No navigation changes are required.