Monitor rental income, track payment activity, and view financial insights across your portfolio
The Financial Dashboard gives landlords a centralized view of rental income, payment activity, and financial metrics across their entire portfolio. Access it from Dashboard > Financial in the sidebar.
The top section displays four key metrics for your portfolio:
| Metric | What it shows |
|---|---|
| This Month's Revenue | Total completed payments for the current month, with month-over-month percentage change |
| Year-to-Date Revenue | Cumulative revenue for the current calendar year |
| Monthly Transactions | Number of payments processed this month |
| Average Payment | Average payment amount over the last 30 days |
Each metric includes a comparison to the previous period so you can spot trends at a glance.
Below the overview, three cards provide deeper insight:
The bottom section of the dashboard shows detailed payment data in two tabs:
Click any payment row to navigate to its detail page.
The Revenue Trends chart shows a 12-month rolling view of your rental income as an area chart. Above the chart, three summary statistics are displayed:
Months with no payments are included as zero so the chart always shows a complete 12-month picture.
Use the Filter button in the toolbar to set a custom date range for your financial data:
The selected date range is saved in the URL, so you can bookmark specific views or share them with team members. To clear filters, open the filter popover and click Clear.
TenantSee can send automated monthly financial summary emails to your entire team on the 1st of each month. The email includes the previous month's total revenue, payments collected, overdue payments, and occupancy rate.
To enable or disable monthly reports:
When enabled, every team member in your company receives the report. The email is sent in each user's preferred language.