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Portfolio metrics

Unlock the deep value in your data.

Live analytics across every building; portfolio growth, levy recovery, engagement levels, owner mix and turnover, all in one dashboard that updates in real time.

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

Every building's data pulled into one place: in real-time. No spreadsheets, no manual exports, no chasing your property software for files.

02
Sharp analysis

Cross-building trends help you catch patterns early. Levy performance, engagement levels, owner mix, officeholder turnover and more.

03
Informed choices

Let real data inform your actions and allocate your time where it will have the most impact.

Stay ahead of the curve

Track critical metrics

Realtime updates, with views across multiple timeframes. Filter results to specific buildings, or view your full portfolio.

3M12M24MAll time

Lots under management

+23

Live
JanDec

Cumulative portfolio lot count over your chosen period. See which geographic regions where your growth is coming from and where you're losing ground.

Levy recovery rate

95.2 %

Live

Levy receipts paid vs levy notices due across set periods. Spot chronic non-payment in individual buildings and broader patterns across your portfolio.

Owner engagement

143 / 170

active owners

Live

Active owners via RSVPs, tickets, and survey replies. A leading indicator of how connected your owner base feels.

Compliance level

2 outstanding

overdue

Live
12 months agonow

Compliance items missed. Track specific buildings, or your whole portfolio, and see compliance with deadlines.

Gamechanging metrics: at your fingertips
Visible to LICs and firm admins by default, with view access customisable to suit your team's needs. Let data inform your next move.
Included at no extra cost in every SM plan.

The full picture

Let data help inform your business strategy.

Mix of live + roadmap

Aggregate portfolio data to understand your client base, see warning signs early, and make informed decisions for your business.

Owner mix

68%

owner-occupiers across portfolio

Live

Total portfolio

68%
68% owner-occ.
32% investors

Per building

Bayside
81%
Coogee Sands
74%
Aurora Tower
72%
Fitzroy Gdns
61%
Noosa Heads
54%

Whether your owners are mostly owner-occupiers or investors across your portfolio (and per-building) shapes how you communicate, hire internal staff, organise meetings, and set financial strategies.

Owner turnover

11%

average annual turnover

Live

Owner turnover · 12mo

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

Tenancy turnover · notices

37 approved s258 (12mo)

Noosa Heads
14
Aurora Tower
9
Fitzroy Gdns
6
Coogee Sands
5
Bayside
3

High-turnover buildings need more onboarding, lot-transfer work, and new-owner education. Tenancy turnover from approved s258 notices shows where investor churn is driving workload. Use both to allocate staff and resources.

Ticket volumes

24

open in backlog

Live

Open backlog

24

6 high · 18 est. hrs

Last 30 days

11

new tickets

Median · 90d

4.2d

38 closed

Inflow + closures

InflowClosures

Open backlog, 30-day inflow, median time-to-close, and monthly inflow vs closures: spot buildings drowning in maintenance before owners escalate.

Geographic coverage

5

buildings · 4 suburbs

Live
Loading map…

Portfolio map with lot-density heat and pin size by building size. See where your book is concentrated and where you're thin on coverage.

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 problematic. Onboarding new committee members takes up significant effort and more of your time. Track churn before it becomes a problem so you can invest in retention and training efforts where it is needed.

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 each building's 10-year plan, plus portfolio-level tenancy turnover from approved notices. See forecast accuracy and investor churn patterns together: persistent over-runs or rising tenancy churn signal buildings that need attention early.

What now?

Leverage data that other firms don't see.

Whether you want a demo or a quick call, we're sure you'll be impressed.