📊
Current Weekly
Operations Dashboard
KPIs, leasing, maintenance, vacancies, collections, financials, watchlist, and source reports.
Internal Operations Portal
Staff Operations Portal
One central home for CMG’s weekly dashboards, EOS agendas, planning tools, daily operations, archives, and internal resources.
Primary Workspace
Current operating documents.
The portal is the stable entry point. Individual operating pages can be updated independently each week.
📅
Current Weekly
L10 Meeting Agenda
EOS weekly meeting agenda with scorecard, Rocks, headlines, to-dos, IDS, and meeting rating.
📈
90-Day Planning
Quarterly Planning
Review Rocks, scorecards, V/TO, People Analyzer, IDS, and set next-quarter priorities.
📆
Annual Planning
Annual Planning
Two-day annual planning workflow for year review, long-term vision, 1-year goals, and Q1 Rocks.
Phase 2 Preview
Command center widgets.
These placeholders are ready to become live once AppFolio exports, APIs, or weekly report feeds are connected.
94%
From current dashboard
8
Priority vacancies
48
4 emergency items
$113.8K
Weekly snapshot
Phase 2 can connect these cards to the weekly dashboard, AppFolio exports, Google Drive reports, or a lightweight data file so the portal homepage becomes a live daily snapshot before staff open the full dashboard.
Operations Tools
Daily access links.
Core tools and future internal resources for the CMG team.
Property Management
AppFolio
System of record for listings, tenants, owners, ledgers, maintenance, and applications.
Open AppFolio →Maintenance
Property Meld
Work orders, maintenance communication, vendor coordination, and emergency tracking.
Open Property Meld →Files
Google Drive Reports
Weekly AppFolio reports, dashboard source files, rent rolls, trust reports, and AR exports.
Add Drive folder →Communications
Team Communications
Add your preferred email, calendar, chat, or team communication platform here.
Add team link →Resources
SOP Library
Future home for process documents, templates, policies, onboarding, and training resources.
Coming Soon →Emergency
Emergency Contacts
Future home for vendors, after-hours procedures, utilities, and urgent maintenance contacts.
Coming Soon →Archives
Weekly history and planning library.
Archive links can be added as new weekly dashboards and agendas are generated.
Dashboard Archive