The Series· No. 56 · Act XIV — The Shop Window

By DocuSeller · Published

Two Dashboards
DocuSeller · No. 56

Two people, two Mondays

The person running a management company and the person running one of its communities open the software on the same Monday morning.

They are not asking the same question.

A person uses a telescope to look across several communities, representing portfolio revenue, orders, and refunds Across the portfolioRevenue · Orders · Refunds
One altitude: ninety communities, and whether the line is going up.

The owner's question is whether the business is working. Revenue, orders and refunds over any range they pick. Which communities actually drive the volume. What's stuck and waiting on a person. That screen exists — post 33 took it apart.

The community manager's question isn't a business question at all.

Theirs is: what is going on in my community, today?
A manager magnifies one community, with illustrative counts of nine violations and four architectural requests visible in the lens One community, today9 violations4 requestsIllustrative countsLook closely at the work here
The other altitude: one community, and what it is doing right now.

Nine open violations. Four architectural requests waiting on somebody. Six work orders. Eleven accounts behind. Their community's own revenue, products sold and refunds — theirs and nobody else's. Units, owners, board members. Recent orders down one side, recent violations down the other.

Money and compliance aren't two departments to a community manager. They're the same Tuesday.
One illustrative community board places revenue, products sold, and refunds above violations, requests, work orders, and overdue accounts One community · illustrative handoverRevenue$420Products sold3Refunds1Violations9OpenRequests4WaitingWork orders6OpenAccounts11Behind
Not a report. A shift handover, with the money on the same board as the mess.

So that dashboard puts them on one board. It isn't a report. It's a shift handover.

The old version of both screens is a phone call. Upward it's called a status update, downward it's called a check-in, and neither one has ever produced a number.

Now the tempting shortcut: build one dashboard, show it to everybody, let permissions sort it out.

It fails both of them.

Two identical dashboard lists show an owner skipping community detail and a community manager skipping portfolio trends One screen can get in both people’s wayCompany ownerPortfolio trendsOne communityDaily violationsCommunity managerPortfolio trendsOne communityDaily violationsThe same rows distract different readers
One screen, two people, and most of it in the way both times.

Give the manager the portfolio chart and they scroll straight past it hunting for their nine violations. Give the owner ninety community boards and they're reading ninety of them, looking for a pattern that only exists added up.

A screen built for everybody is a screen built for nobody in particular.

Both dashboards share the same date presets — this week, last week, this month, last month, or dates you pick yourself. And both only ever show what the person in the chair is allowed to see, which is the unglamorous rule from post 38 doing its job quietly.

Same data underneath. Two altitudes. Two entirely different Mondays.

Next: the one page in this whole product that has to convince somebody who has never heard of you.

#PropTech · #HOA · #CommunityManagement