Reporting

Dashboards

Updated
10 September 2026
Written by
The Briesa team
Describes
v0.7

What needs attention today, by team and by person.

The dashboard answers one question: what needs somebody today. It is not a summary of the year.

What is on it

  • Overdue: conditions, inspections, arrears and expiring accreditations.
  • Due soon: the same list, one step earlier.
  • Live engagements: campaigns and management periods, by stage.
  • Trust position: both accounts, and whether the month reconciles.

Scope

What you see follows your access level: an Owner or Admin sees the agency, a Team Lead their team, a Team Member their own work. The numbers are the same numbers, filtered.

The tourTry it on a sample agencyChoose a tour
A working agency with a year of records in it: the property file, sales campaigns, the rent roll and both trust accounts.