Who this article is for
Strata Managers who want a clear understanding of how to navigate the Cohabit Dashboard and use it to manage their workload.
What this article covers
What appears on your Dashboard
How to prioritise buildings
Filter and sorting tools
How to access building shortcuts
Best practices for portfolio management
What the Dashboard shows
Your Dashboard acts as your portfolio command centre.
It brings together all buildings you manage, along with their:
Health Scores
Compliance status
Insurance and valuation indicators
Missing or outdated information
Attention-required flags
This gives you an immediate overview of your portfolio’s health.
Key Dashboard sections
1. Portfolio List
Shows every building you manage along with:
Name
Health Score
Key risk icons
Document/compliance alerts
You can click any building to instantly open its Snapshot.
2. Priority Buildings
This section highlights buildings that require urgent attention, such as:
Expired or expiring compliance
Missing documents
Low Health Scores
Insurance risk indicators
Start here each day to stay ahead of critical issues.
3. Filters & Sorting
You can filter or sort buildings by:
Health Score
Compliance urgency
Insurance or risk
Missing data
Building name
This allows you to organise your workload based on urgency or categories.
4. Quick Access Shortcuts
Directly from the Dashboard list, you can open:
Building Snapshot
Compliance & Renewals
Files/Documents
Recurring Activities
This saves time and reduces unnecessary navigation.
How to use the Dashboard effectively
✔ Check priority buildings first
They represent your time-sensitive tasks.
✔ Use Health Scores to guide long-term planning
Lower scores often signal deeper structural or financial issues.
✔ Sort by missing data
Fill in gaps early so the building’s profile is complete and accurate.
✔ Keep your team aligned
Different managers can use filters to divide workload logically.
FAQs
Can owners see this Dashboard?
No. Owners see a version tailored to their building only.
Why does a building show as “missing data”?
This usually means documents or certificates are outdated or incomplete.