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Portfolio metrics

Unlock the value in your data.

Live analytics across every building you manage. Portfolio growth, levy performance, owner engagement, compliance health, all in one dashboard that updates itself.

A strata manager's wall of monitors showing live portfolio analytics across multiple buildings.
01
Consolidate

Every building's data pulled into one place automatically. No spreadsheets, no manual exports, no chasing your property software for a CSV.

02
Analyse

Cross-building trends surface patterns you'd never catch building by building. Levy performance, engagement, compliance, all in context.

03
Act

Know which buildings need attention before they tell you. Allocate your time where it has the most impact, not where the last phone call came from.

Live in your dashboard today

Track critical metrics across your entire portfolio.

Every chart updates automatically. Switch between 3M, 12M, 24M, or All time. Scoped to your assigned buildings. LIC and firm admins see the full portfolio.

3M12M24MAll time

Lots over time

+23 lots

added this year across your portfolio

Live
JanDec

Cumulative portfolio lot count by month. Track where your growth is coming from and when new buildings were added to your strata management.

Levy collection rate

97.2%

collected across portfolio this month

Live

Levy receipts paid vs levy notices due, per month. Spot chronic non-payment in individual buildings before arrears compound into a committee issue.

Owner engagement

143 active

distinct owners active this month

Live

Distinct owners active per month via RSVPs, tickets, and proxies across managed buildings. A leading indicator of how connected your owner base feels.

Compliance overdue

2 items

overdue this month (down from 11)

Live
12 months agonow

Compliance items past their due date across your portfolio. Track resolution velocity and catch the buildings that keep slipping before it becomes a liability.

Also on your SM dashboard: Metrics tab
Lots under management: point-in-time count with 12-month delta. Trend chart with the same time range controls. Quick-view without leaving the dashboard.
Visible to LIC and firm admins by default

The full picture

Let data help inform your business strategy.

In development

Each metric cross-references your whole portfolio and drills per building. Available at 5 or more managed buildings.

Owner mix

68%

owner-occupiers across portfolio

Coming
68%
68% owner-occ.
32% investors

Knowing whether owners live in their lot or rent it out shapes how you communicate, schedule meetings, and set levy strategy. This number tells you which way your portfolio skews.

Owner turnover

11%

average annual turnover

Coming
Noosa Heads
18%
Aurora Tower
14%
Fitzroy Gdns
12%
Coogee Sands
9%
Bayside
8%

High-turnover buildings need more onboarding, more lot-transfer work, more new-owner education. Know which buildings churn fastest before the workload surprises you.

Committee tenure

19m

average officer tenure across portfolio

Coming
Bayside
24m
Coogee Sands
22m
Fitzroy Gdns
21m
Aurora Tower
14m
Noosa Heads
12m

Short officer tenures are an early warning sign. New committee members take months to get across a building's history, finances, and disputes. Track churn before it becomes a problem.

Capex vs 10-year plan

94%

average forecast accuracy

Coming
Year 1
Plan
$420k
Actual
$398k
Year 2
Plan
$285k
Actual
$307k
Year 3
Plan
$510k
Actual
$489k

Track actual capital expenditure against your 10-year plan. Persistent over-runs signal bad forecasting or deferred maintenance compounding. Catch it early.

The final layer

What precipitates building loss.
What drives satisfaction.

The most valuable signal in strata management: the datapoints that predict when a building leaves for a competitor, and the management decisions that build owner loyalty over time. Part of the roadmap.

5+
buildings required to unlock the full metrics suite
4
analytics views live in your dashboard today
0min
of manual reporting required. All data is automatic.

What now?

Grow your business with data your competitors don't have.

Book a 30-minute call. We'll walk you through a meeting, a levy run, and an audit pack. Then you can decide for yourself whether it feels different.