Deep Dive: How the Dashboard Aggregates Your Portfolio Metrics

The Main DashboardPreview unavailable presents you with simple numbers. Behind those simple numbers is a real-time aggregation pipeline that dynamically calculates everything from scratch every time you load the page.

Understanding this pipeline helps you appreciate why data accuracy across your portfolio matters so much.

The Data Sources

Your dashboard doesn't store its own pre-calculated metrics. Instead, it reads from several live data sources every time you open the page:

1. Units Table

→ Contributes: The Units in use card, showing units used against your plan limit.

2. Rent Charges

→ Contributes: Total due for the current month.

3. Payments Table

→ Contributes: Collected (including partial payments), Outstanding, and the Collection rate for the month.

4. Activity Log

→ Contributes: The 10 most recent activity items across your portfolio.

The Aggregation in Action

Here is a simplified flow of what happens when you click "Dashboard":

1. The server queries each of the tables above in parallel.
2. It applies the appropriate filters (e.g., "only this month's payments").
3. It performs the mathematical aggregations (counts, sums, percentages).
4. It returns the compiled metrics object to your browser in a single response.
5. Your browser renders those numbers into the visual cards you see.

This entire pipeline executes in milliseconds, which is why the dashboard always displays the most current state of your data—there is no caching delay.

Why This Matters for You

Because every metric on the dashboard is dynamically calculated from live source data:

• If a new rent charge is generated, the Total due card will instantly update on your next page load.
• If you log a missing payment, the Collected card updates immediately.
• If you add a new unit, the Units in use count rises instantly.

There is no "sync button." There is no hourly refresh. The dashboard is a living mirror of your database, which means the quality of your dashboard metrics is entirely determined by the quality of your data entry.