Dashboard
Portfolio Overview · June 2026
Offline
Alerts
💰
Portfolio NOI
—
Revenue minus OpEx
📊
Avg Profitability
—
Across all sites
🔧
Deferred Liability
R0
Open issues × 4× risk
⚡
Utility Spend MTD
R0
Electricity + Water
⚠️
Dependency Risks
0
Single points of failure
Portfolio Revenue vs OpEx
Monthly waterfall · all sites
Site Profitability Index
NOI margin per site
Tenant Occupancy
Across portfolio
Repeat Issue Waste
Money lost on recurring problems
🗺️ Signature Feature — Each site is scored across 5 dimensions: NOI margin, maintenance cost, health index, tenant satisfaction, and risk alerts. Red = financial risk. Act on red first.
Healthy Sites
0
Green — strong NOI, low risk
Concern Sites
0
Amber — needs attention
At-Risk Sites
0
Red — destroying value
Portfolio Score
—
Weighted average
💰 Signature Feature — Site Profitability Score = (Revenue − OpEx) ÷ Revenue. Positive = site makes money. Negative = site destroys value. Track this monthly.
Best Performer
—
—
Worst Performer
—
—
Portfolio Avg NOI Margin
—
Total OpEx vs Revenue
—
OpEx ÷ Revenue
Profitability Waterfall — All Sites
Revenue (green) → OpEx deductions → NOI
Wren AI Profitability Recommendations
AI-generated actions to improve margin
Click "Generate Recommendations" to get AI-powered suggestions for improving each site's profitability.
R0
Portfolio NOI
—% margin
Revenue Streams
Operating Expenses
All cost categories
NOI by Site
⚡ Log monthly electricity and water readings per site. FacilityIntel calculates cost per m² and compares against SA commercial benchmarks. Supports individual metering, bulk sub-metering, and GLA pro-rata models.
Total Electricity MTD
R0
All sites
Total Water MTD
R0
All sites
Diesel / Generator
R0
Loadshedding cost
Cost per m² (avg)
R0
Benchmark: R35–R55/m²
Utility Log
Monthly readings per site
Tenant Utility Allocation
Per tenant billing breakdown
Total Tenants
0
Occupied Units
0
— occupancy
Leases Expiring (90d)
0
Renewal risk
Total Monthly Rental
R0
Tenant Register
All tenants · click to view issues and utility usage
Tenant Portal
Unit — · Tenant View
🔧 My Maintenance Requests
Issues at your premises
💡 Quick Report
Log a new issue in 30 seconds
⚡ My Utility Statement
Monthly electricity · water · breakdown
📋 Lease Summary
💬 Suggestions & Feedback
Your voice matters
✓ Feedback received — building management will be notified.
🤖 Ask Wren — Tenant Assistant
Get answers about your utility bill, lease, or building services
Hi! I'm Wren, your building AI assistant. I can help you understand your utility bill, check your lease details, or escalate urgent issues. What can I help you with?
| Ticket | Site | Type | Contractor | Cost | Class | Status | Days |
|---|
Contractor Register
All registered contractors
Performance Ranking
Score 0–100
Avg Cost per Job
SLA Breach Log
| Contractor | Category | Breaches | Avg Delay | Est. Impact |
|---|
🔧 Track all recurring service contracts: waste management, landscaping, security, cleaning, pest control. FacilityIntel alerts you 30 days before renewal.
Active Contracts
0
Renewing Soon (30d)
0
Total Contract Value
R0
Annual
Monthly Commitment
R0
Service Contracts
All recurring services across portfolio
⚠️ Signature Feature — Single-point-of-failure detection. If one contractor handles >60% of a category, that's a dependency risk. One dispute, one bankruptcy, one staff departure = your portfolio is exposed.
Critical Dependencies
0
>70% concentration
Warning Dependencies
0
50–70% concentration
Healthy Split
0
<50% any single contractor
Categories Tracked
0
🏷️ Signature Feature — FacilityIntel learns your portfolio's cost patterns and benchmarks them against SA market rates. Know when you're being overcharged — before you sign the next invoice.
Contractors Above Market
0
Charging more than benchmark
Contractors Below Market
0
Good value
Potential Annual Savings
R0
If renegotiated to market
Data Points
0
Issues used in analysis
Contractor Price Intelligence
Your rates vs SA market benchmarks by category
Contractor
Category
Your Rate
SA Benchmark
Variance
Wren AI Negotiation Brief
AI-generated ammunition for your next contract renegotiation
Click "Generate Brief" to get a negotiation strategy for each above-market contractor.
Critical
Warnings
Informational
✓ Upload successful
🧾
Total Billed MTD
R0
This month
✅
Invoices Paid
0
This month
⚠️
Overdue Amount
R0
Requires action
📋
Drafts Pending
0
Not yet sent
Invoice Register
All tenant invoices · click to view or print
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Arrears Tracker
Tenants with outstanding balances
Wren Billing Intelligence
Payment patterns · risk · recommendations
I track payment patterns, flag unusual delays and help you decide when to escalate overdue accounts. Click Generate Analysis or ask me anything.
💹 Turnover Rental Tracker
Monthly declarations · threshold calculations · revenue opportunities
🏗️
Total Assets
0
Across portfolio
🔴
PM Tasks Overdue
0
Auto-creating issues
📅
Due This Month
0
Schedule now
💰
5-Year CapEx Plan
R0
Replacement forecast
Asset Register
All assets · health scores · PM status
PM Schedule — This Month
Tasks due · overdue · upcoming
Wren Maintenance Intelligence
Reactive vs preventive · replace vs repair
I analyse your maintenance spend patterns and flag when reactive costs suggest it is more economical to replace an asset than to keep repairing it. Click Analyse or ask me anything.
📊 CapEx Replacement Forecast
Assets reaching EOL · planned replacement costs · board-ready planning
Maintenance Spend by Asset
Reactive vs preventive split
Replace vs Repair Analysis
Assets where reactive spend exceeds 40% of replacement value
🤝
Active Tenants
0
Across portfolio
📈
Pipeline Value
R0
Active leads
🔄
Renewals Due
0
Next 180 days
⚠️
At-Risk Tenants
0
Health score <50
🎯 KAM Action Queue
Prioritised actions — most urgent first
❤️ Tenant Relationship Health
Auto-scored from FM + billing + engagement data
👥 KAM Team
Portfolio assignments
Wren CRM Advisor
Tenant retention · pipeline · relationship risk
I connect your FM data with your tenant relationships. I can tell you which tenants are flight risks, who to call today, and how to approach renewal negotiations. Ask me anything.
📋 Recent CRM Activity
All interactions logged
🎯
Total Leads
0
💰
Pipeline Value
R0
Annual rental
✅
Signed This Month
0
📅
Avg Deal Cycle
—
Days prospect→sign
🔄 Renewal Pipeline — Auto-populated from lease end dates. Wren analyses each tenant's health score, payment record and trading performance to advise your negotiation position.
Urgent (<90 days)
0
Act now
Upcoming (90–180d)
0
Total Rental at Stake
R0
Annual
Renewed YTD
0
Renewal Register
All active lease renewals · click for Wren negotiation advice
Tenant
Days Left
Current Rent
Health
Status
Action
Wren Renewal Advisor
Negotiation strategy · market rates · retention risk
Select a tenant from the renewal list or ask me about any specific renewal. I'll give you a negotiation strategy based on their payment history, trading performance, relationship health and current market rates.
🏢 Vacancy Intelligence — Current vacancies + incoming vacancies from expiring leases. Wren matches your available space to ideal tenant profiles and feeds prospects directly into the lead pipeline.
Current Vacancies
0
0m² available
Incoming (180d)
0
Leases expiring
Occupied GLA
0%
Monthly Revenue at Risk
R0
Available Units
Current vacancies · click to create lead
Incoming Vacancies
Leases expiring in 180 days
Wren Leasing Advisor
Tenant matching · ideal sector · market positioning
I can analyse your vacant units and suggest ideal tenant profiles based on your existing tenant mix, sector balance, GLA and location. Ask me about any specific unit.
Broker Register
All referral partners · commission tracking
Commission Outstanding
Commissions owed to brokers
Broker Performance
Deals referred · value generated
🏢 Company Profile
Appears on invoices, statements and the board report
🎨 Logo & Branding
Your logo appears on all invoices, statements and the board report cover page
🖼️
Drop logo here or click to upload
PNG, SVG or JPG · max 2MB · transparent background recommended
Used on invoice headers, board report and tenant portal
Preview
Your Company
Invoice header preview
🏦 Billing & Banking
Banking details appear on every invoice and statement sent to tenants
⚙️ Portfolio Settings
Thresholds and defaults used across the platform
R
🤖 Wren AI Advisor — Choose Your Face
This face will appear on all Wren AI panels across the platform. Choose once, it stays everywhere.
👥 Team & User Access
Manage who has access to your FacilityIntel workspace
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💾 Data Management
Export, reset or clear your portfolio data
Export Data
Full backup of all portfolio data as JSON
Load Demo Data
Reset with 6 SA sites, 7 tenants, full P&L
Clear All Data
Permanently delete everything. Cannot be undone.
—
Financial Health
A
Excellent
Portfolio rating
June 2026
Score Drivers
🚨 Biggest Risk
Most urgent financial threat
💚 Biggest Opportunity
Highest-value action available
📊 Portfolio Pulse
Key numbers at a glance
📊 Set annual budgets per account and track actual spend in real time. Wren flags variances above 10% and explains the root cause. Click any budget cell to edit it inline.
Total Budget
R0
Annual · all accounts
Total Actual
R0
YTD spend
Over Budget
0 accounts
—
Forecast Variance
—
vs annual budget
💳 Collections Intelligence tracks how quickly each tenant pays, identifies payment deterioration trends, and calculates your effective Days Sales Outstanding (DSO). Target DSO: under 30 days.
Portfolio DSO
—
Days Sales Outstanding
Collection Rate
—%
Paid ÷ billed (MTD)
Total Arrears
R0
Outstanding balances
At-Risk Tenants
0
DSO > 45 days
Tenant Payment Behaviour
DSO · collection rate · payment trend per tenant
Tenant
DSO
Collected
Arrears
Trend
Risk
Collections Aging
Outstanding by age bucket
Wren Collections Intelligence
Payment patterns · risk · escalation advice
I track how and when each tenant pays. Ask me which tenants are payment risks, who has improving collection trends, or how to reduce your DSO.
✅ Every financial posting — invoices, journal entries, contractor payments — must pass through this workflow before it goes to the ledger. Draft → Pending Approval → Approved → Posted.
Pending Approval
0
Awaiting your review
Approved Today
0
Ready to post
Posted Today
0
In the ledger
Rejected
0
Needs revision
Approval Queue
Invoices · journal entries · contractor payments
🔍 Every financial action is logged with the user, timestamp, and before/after values. Required for compliance, dispute resolution, and board-level accountability.
Total Entries
0
All time
Today
0
Actions logged today
Financial Changes
0
Invoices · JEs · budgets
Active Users
0
Unique users logged
Timestamp
User
Action
Description
Entity
Value
🧪 The Scenario Engine recalculates your entire portfolio P&L, NOI, and cash position in real time based on any assumption you change. Ask "what if" — Wren answers with numbers.
Scenario Controls
Drag sliders · results update instantly
Revenue Variables
Occupancy rate
95%
Rental growth
0%
Utility recovery rate
75%
Cost Variables
Electricity cost change
0%
Security cost change
0%
Maintenance cost change
0%
Capital Events
CapEx spend (R millions)
R0M
Anchor tenant loss
0%
Quick Presets
Scenario Impact
vs current baseline
Wren Scenario Analysis
Adjust the sliders to see how changes affect your portfolio. Wren will explain the impact.
Site-by-Site Scenario Impact
How each site is affected
🏢 Portfolios are managed by Asset Managers. Each portfolio contains one or more sites. The FM Director sees all portfolios. Asset Managers see only their own.
Portfolios
0
Active portfolios
Asset Managers
0
Across all portfolios
Total GLA
0m²
All portfolios
Group NOI
R0
All portfolios combined
Portfolio Overview
Asset manager · sites · NOI · leakage
Portfolio vs Portfolio Benchmark
NOI margin · cost/m² · collections — Level 2 benchmark
📋 Wren auto-generates this review from live data. The Centre Manager reviews, annotates, and submits to their Asset Manager. A new review is generated each month.
📋
Select a site and month
Wren will generate your monthly review automatically.
📊 The Asset Manager Portfolio Review consolidates all centre manager reviews. Wren drafts the executive narrative. AM reviews and submits to the FM Director.
📊
Select a portfolio and month
Wren will consolidate your portfolio review automatically.
🛒 Procurement Intelligence analyses every rand spent on contractors, suppliers and maintenance. Identifies concentration risk, overpriced categories, repeat callout waste, and negotiation opportunities.
Total Procurement Spend
R0
All suppliers · all sites
Top Supplier Concentration
0%
—
Repeat Callout Waste
R0
Fixable with root-cause investment
Negotiation Opportunity
R0
Estimated savings available
Concentration Alerts
Supplier dependency risks
Wren Recommendations
Negotiation · retainer · substitution
💰 Cash Forecast projects your actual cash position — not P&L. Based on real payment behaviour: who pays on time, who pays late, and what you owe contractors. Updated monthly from invoice history.
Scenario:
Expected Q3 Inflow
R0
Jul–Sep 2026
Expected Q3 Outflow
R0
OpEx + contractor payments
Net Cash Position
R0
End of Q3 estimate
At-Risk Cash
R0
From high-DSO tenants
3-Month Cash Forecast
Inflow vs outflow vs net position
Cash Flow Waterfall
Opening → inflows → outflows → closing
Tenant Cash Reliability
DSO · expected pay date · risk rating · forecast contribution
Tenant
Monthly Rent
Avg DSO
Expected
Risk
Outflow Schedule
OpEx commitments next 3 months
Cash Risk Alerts
Gaps, arrears, timing risks
📒 Full double-entry Chart of Accounts — SA property standard. Every financial event in FacilityIntel posts automatically to the ledger. Account balances update in real time.
Total Assets
R0
1000–1999 series
Total Liabilities
R0
2000–2999 series
Total Revenue
R0
4000–4999 series
Total Expenses
R0
5000–6999 series
Chart of Accounts
All accounts · current balances · movement
Total Entries
0
All posted entries
Auto-Posted
0
Posted by Wren
Manual
0
User entries
This Month
0
June 2026
Journal Entries
All accounting events · double-entry ledger
Gross Revenue
R0
All income streams
Total Expenses
R0
OpEx + direct costs
NOI
R0
Net Operating Income
NOI Margin
0%
Target: 55–65%
🔍 Leakage Intelligence identifies money that should have been collected or saved but wasn't. Every rand shown here is recoverable.
Total Revenue Leakage
R0
Uncollected / underbilled
Total Cost Leakage
R0
Overspend / waste
Recoverable NOI
R0
If all leakage fixed
Leakage Score
—
Lower is better
Revenue Leakage
Cost Leakage
Wren Leakage Analysis
AI-powered recovery recommendations
Click "Ask Wren CFO" to get a prioritised recovery plan for your portfolio.