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The estates dashboard

For the helpdesk team

The estates dashboard

Section titled “The estates dashboard”

The dashboard is the estates manager’s default landing page. It answers a single question: are we OK? in five seconds.

The estates dashboard

What’s on it

Section titled “What’s on it”

Seven KPI tiles across the top:

  • Total active schedules — every compliance schedule whose status is active or at_risk. Inactive and archived schedules don’t count.
  • % on schedule — the share of active schedules whose next-due date is in the future (derived as (total_active − overdue) / total_active).
  • Overdue — count of active schedules with next_due_date < today. This is the number that should be zero.
  • Due this month — count due before end-of-month. Plan for these in the next two weeks.
  • Open findings — all findings with status open or in_progress that haven’t been closed.
  • Critical open findings — the subset of open findings flagged at high or critical severity.
  • Contractor certificates expiring — count of contractors whose insurance or RAMS is due to expire in the next 30 days.

Below the tiles, a 12-month sparkline shows completed inspection volume — quick way to spot a flat month where nothing happened. Beneath that, two short lists: recent inspections and recent open findings.

What it’s not

Section titled “What it’s not”

It’s not a real-time monitor — the page calculates KPIs on each load against the database, so opening it in two tabs at once double-counts queries (not values). There’s no auto-refresh.

It’s not a drill-in for individual schedules — click through to Compliance for that. The dashboard summarises; it doesn’t list every row.

Gotchas

Section titled “Gotchas”
  • % on schedule uses a heuristic and can shift overnight as inspections age. If you took a manual inspection action and the number doesn’t budge for a minute, give the calculations time — it’s a real database query, not a cached value.
  • At-risk schedules count as active in tile totals. They count toward % on schedule the same as active ones — at risk is a warning state, not a separate accounting bucket.
  • The contractor certificate tile counts ANY contractor whose insurance or RAMS is expiring within 30 days — not just those currently assigned to an open job.
Section titled “Related”