Executive Dashboards

One view. Every development. No spreadsheets.

The executive dashboard aggregates compliance, defect, sales, and handover data across your entire portfolio into a single, persistent, board-ready surface. No manual consolidation. No waiting for reports. The signal you need is already there.

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Executive Dashboard

Click to explore the portfolio view

All Sites

312 plots total

Developments

243

86% unassigned

Handover pipeline

67%

37 homes · 20 customers

Access enabled

4,812

+164 this month

Documents

4,847

Mandatory missing

Total gap

1,404

0–7d: 1 · 8–27d: 3 · 28+d: 677

Open defects

Document gap by site · mandatory exposure 4,847 missing

Development	Plots	Missing
The Orchards	174	346
Orchard, Marlow v1	11	22
Brookfields	8	16
Shared Ownership Scheme	5	9
Rocks Hollow	1	0

Defects · stage vs age buckets

0–28d 29–60d 61–90d 91–180d 180+d

Open

681

In review

Pending

718

Closed

183

B2B deal pipeline 3 active

Whitmore Capital

42 units · £8.4M

74%

Greystone Partners

18 units · £3.1M

91%

NorthRiver Housing

27 units · £5.2M

43%

4,864

From doc packs across all sites

Total expected docs

Connected documents

Supplied to date

4,847

Expected minus supplied

Total gap

Expected vs supplied · by pack type

Pack	Expected	Supplied	Gap	%
Buying — CML Lender Completion	1,190	7	1,183	1%
Construction QA Pack	1,648	2	1,646	0%
Buying — Reservation Pack	456	2	454	0%
Warranty, Defects & Liability	578	1	577	0%
Mandatory Documents	416	4	412	1%
Fire & Life Safety	32	0	32	0%

1,404

1,587 total · 183 closed

Open defects

276

Target < 30 days

Avg days open

+0 / −0

Reported / resolved

Last 30 days

Defects by category · top 10, all statuses

All Outstanding

Other Defect

1,274 (82%)

Plumbing

225 (14%)

Flooring

9 (1%)

Sanitaryware

8 (1%)

Open In review Pending Closed

Defect exposure by site

Site	Open	≤7d	8–27d	28+d	Top category	Status
The Orchards	892	0	1	891	Other Defect	BREACH
Brookfields	312	1	2	309	Plumbing	BREACH
Orchard, Marlow v1	148	0	0	148	Other Defect	BREACH
Rocks Hollow	12	0	0	12	Flooring	WATCH

£16.7M

Est. deal value

0 Units

Sites in pipeline

87 units total

Active B2B deals

£27.2M

Total portfolio value

£5.6M

Avg deal value

69%

Avg Dataroom %

B2B handover pipeline

Deal	Recipient	Units	Est. value	Dataroom	Status
Ashford Q – Phase 2	Whitmore Capital	42	£8.4M	74%	PENDING
Elmwood P – BTR Block	Greystone Partners	18	£3.1M	91%	ACCEPTED
NorthRiver – SO Units	NorthRiver Housing	27	£5.2M	43%	AT RISK

312

PreRes → Exchange

Buying pipeline

Reservation fee paid

Reservations

Contracts exchanged

Exchanged

147

Completion + Aftercare

Completed

Applied + Tenancy start

Rental applications

203

Moved in

Tenants in occupation

Buying journey funnel · Leasehold · Freehold · Shared Ownership

All Buying

Available 231 of 312 homes

Available

231

74%

Pre-Reservation

Reservation

Exchange

Completion

Aftercare

Rental journey funnel · BTR · Social · Private · Affordable

All Rental

Available to let 18 of 312 homes

Available to let

100%

Applied

44%

Tenancy Start

33%

Moved In

22%

All Sites — last 30 days 100 events

USER SIGNED IN

Home Owner signed in

Web · Home Owner · Just now

DOCUMENT UPLOADED

EPC Certificate added to vault

The Orchards · Plot 47 · 2 hours ago

HOMEOWNER ACTIVATED

Portal access enabled

Brookfields · Plot 12 · 4 hours ago

DEFECT RAISED

External render crack reported

Orchard, Marlow v1 · Plot 8 · 6 hours ago

JOURNEY STAGE CHANGED

Exchange — contracts signed

The Orchards · Plot 31 · 9 hours ago

DEFECT CLOSED

Kitchen tap replacement resolved

Brookfields · Plot 19 · 11 hours ago

Portfolio command

Across every site. In a single screen.

The portfolio overview consolidates all developments into one live view: mandatory document gaps, defect age profiles, sales funnel health, and deal pipeline completeness — continuously updated from the operational record. Select any site to isolate it; return to all-sites in one click. Six tabs. No exports. No waiting.

Six tabs: Overview, Doc Assure, Defects, Deal Room, Sales, and Activity — all scoped to your portfolio
KPI strip: developments, handover pipeline, access-enabled %, document count, compliance gap, open defects
Switch between portfolio-wide aggregates and per-site breakdowns instantly
Deep-linkable: share exact views — specific tab, specific site — with a URL that preserves context

Compliance and defect exposure

Know your exposure before it becomes a liability.

Doc Assure surfaces mandatory document gaps across every plot and every site, ranked by exposure. The defects tab shows open count, age-band distribution, and category breakdown — for the portfolio or any single development. SLA breach indicators and DLP expiry status put the right signal in front of the right person.

Mandatory document gap by site: exactly which plots are missing required documents
Defect age bands: 0–7 days, 8–27 days, 28+ days at a glance across the portfolio
Top defect categories ranked by volume and age, with per-assignee breakdown
DLP status per plot: within warranty, watching, or expired — sorted by urgency

One view. Every development. No spreadsheets.

Across every site. In a single screen.

Know your exposure before it becomes a liability.

Sales velocity. Deal completeness. One tab each.

See the executive dashboard across your portfolio.