The dashboard in Manifold is the first screen most owners and office users open: a single view of portfolio compliance, the work due today, and tiles that route straight into whatever needs attention next, rather than a page you have to interpret before acting on it.
- KPI tiles for due soon, compliant, and today’s checks, each clickable into the underlying list.
- Portfolio compliance status across satisfactory, due soon, overdue, and action required.
- A team view of scheduled and due properties.
- Direct routes from a tile into the work it represents.
Every figure on the dashboard traces back to a real record rather than a manual entry, so the same numbers you see here should agree with what a client sees in a delivered record or the portal.
- Compliance rolls up from the latest record on each property.
- Due soon means the renewal window is approaching; overdue means it has passed.
- Action required means a record exists but a defect outcome needs remedial work.
- See Analytics Console and Reports and AI Summaries when a dashboard tile needs deeper investigation than a click-through provides.
Analytics, reports, Ask Manifold, and the dashboard answer different questions. Knowing which one to trust for a given question avoids confusing conversations with clients.
- Use the dashboard for live operational status and the day’s worklist.
- Use analytics for live, filterable investigation across dimensions.
- Use reports for client-ready output built from approved, delivered records.
- Use Ask Manifold for quick read-only questions, then verify rows before sharing.
When two surfaces disagree, it is usually because they include different data, not because one is broken.
Troubleshooting
- Reports use approved, delivered records; analytics can include live, filtered data, so totals can differ.
- Match the period and approval state on both surfaces before assuming an error.
- Drill into the underlying rows to see exactly what is counted.