Every property. Every manager. One screen.
The owner's home base: rent roll, NOI, occupancy, AR aging, and lease exposure across all managers — every number dated, source-linked, and one click from the record behind it.
Four managers. Four formats. Four versions of the truth. Every month, someone on the owner's side rebuilds the same spreadsheet — and still can't fully trust the totals.
“I didn't need another report. I needed to stop being the person who assembles the reports.”
Five numbers, each with a paper trail
Nothing on the dashboard is typed in. Every KPI is computed from an imported, validated report — and shows you which one.
Rent roll
Scheduled monthly rent across the portfolio, current to the latest snapshot.
NOI & variance
Net operating income per property and rolled up, with variance against prior periods.
Occupancy & vacancy
Portfolio and per-property occupancy, with vacant units and market-ready dates behind it.
AR aging
Receivables aged by bucket — the $148k over 30 days resolves to tenants and invoices.
Lease expirations
Exposure inside 180 days, and the full expiration matrix beyond it.
Click a cell. Meet the lease behind it.
The matrix shows commercial lease expirations by quarter. Cells inside the 180-day window are flagged — and every count opens to the actual leases.
From portfolio to property in one click
Every row on the portfolio view drills into a property dashboard — the same verified data, scoped to one asset.
- Occupancy and lease activity for the property, with vacant units and market-ready dates.
- Work orders scoped to the asset — including the ones aging past 14 days.
- Building fact sheets with editable metadata, kept where the analysis happens.
2 vacant bays · 1 market-ready
1 new deal · 0 move-outs
2 aging past 14 days
18 docks · built 1998 · reno 2019
A dashboard you can interrogate
Most dashboards end the conversation — the number is just there. Folio's starts it: every KPI opens to the record it was computed from.
When your lender, your partner, or your own skepticism asks "where does that come from?" — the answer is attached to the number, not buried in an email thread.
Fed by verified imports. Feeding every answer.
The dashboard sits in the middle of the platform: imports and quality checks flow in; Copilot and Insights reason over what's here.
Data Imports →
Manager reports parsed into dated snapshots.
UpstreamData Quality Checks →
Issues caught before a number is reported.
Portfolio Dashboard
One verified owner view across managers.
AI Copilot →
Ask questions over the same records.
DownstreamAI Insights →
Curated cards that surface what needs attention.
See your portfolio in one trusted owner view.