How to use the Executive Dashboard

The Executive Dashboard is the leadership view: the whole portfolio in one place, rather than one asset at a time.

Requirements

It is restricted to Owners and Admins because it presents the organization's complete financial and operational position.

Dashboard → Executive, at the top of the sidebar.

(Odyssey and above)

Comparison of performance and utilisation across sites, for organizations operating more than one.

Before a budget conversation. Portfolio value and maintenance spend in one view, with the detail available underneath.

In a board pack. The figures are derived from recorded data, never estimated, which is what makes them defensible.

When deciding where to focus. Cost-risk concentration points at the part of the estate absorbing disproportionate spend.

The dashboard aggregates what you recorded. If a third of your assets have no purchase cost, portfolio value is understated by roughly that much.

Before relying on it:

Check asset intelligence for assets missing purchase data or maintenance history.
Confirm work orders are being closed, not left at Completed.
Check assets have categories with depreciation configured, or there is no book value to aggregate.

Quoting portfolio value without checking data completeness. UniAsset tells you where the record is thin — use that first.

Expecting operational detail. This is the portfolio view. Individual assets, work orders, and service records live in their own modules.

Assuming everyone can see it. It is Owner and Admin only.

Executive is locked in my sidebar. The Executive Dashboard needs Odyssey or above.

I'm on Odyssey but can't see it. It is restricted to Owners and Admins. Managers, Employees, and Viewers cannot open it.

The figures look low. Assets missing purchase costs are not contributing. Check asset intelligence.

Maintenance spend looks low. Work orders left at Completed have written no service record. Only closed orders contribute cost.

Multi-site comparison is empty. You need more than one location with assets against it.

If you have questions not covered in this article, our support team is here to help.