Illustrative sample only. No two businesses are the same. CairnVoyant does not start with this dashboard. We start with your questions, your economics, your workflows, and the decisions that matter to your business.
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Illustrative Property / HOA Management owner view

Which communities consume the margin?

A management company needs more than unit counts and monthly fees. It needs to see staffing load, work-order intensity, collections, client profitability, and cash together.

Property / HOA ManagementPacific Community Management · Owner visibility system
Updated today · illustrative
Monthly revenue$318k+2.8% vs plan
Operating profit$72.5k22.8% margin
Communities364 need review
Open work orders4712 > 7 days
AR > 30 days$61kImproving
13-wk cash low$131kWeek 5
Drill-downCommunity profitability
Click tabs above for more detail
CommunityRevenueProfit / ContributionKey KPIStatus
Canyon View HOA$41k$12.6k8 open WOsHealthy
Marina Towers$52k$7.4k17 open WOsWatch
Oak Terrace$38k$2.8k14 open WOsLow margin
Vista Business Park$47k$14.2k3 open WOsHealthy
Owner readFour communities generate 61% of the service burden but only 37% of management gross profit.

Work-order load, staffing hours, vendor coordination, and collections are assigned to the client economics so the owner can see which contracts need repricing or process changes.

Key financialsActual vs plan
Current month
Line itemActualPlanVariance
Management fees$318.0k$309.4k+$8.6k
Payroll($139.6k)($132.0k)($7.6k)
Vendor/admin($56.7k)($55.1k)($1.6k)
Other operating($49.2k)($50.0k)+$0.8k
Operating profit$72.5k$72.3k+$0.2k
Profitability questionWhich contracts should be repriced?

Oak Terrace and three smaller associations require disproportionate staff time. A fee increase or service redesign is more valuable than adding another low-touch client.

Forward visibility13-week ending cash forecast
Base case
Upcoming obligationsWhat must be paid and when
Next 30 days
TimingObligationAmountConfidence
W1Payroll$69.8kHigh
W2Insurance renewal$28.0kHigh
W3Software annual renewals$14.2kHigh
W4Proposed coordinator hire$12.1kMedium
Cash questionCash bottoms at $131k in week 5 around payroll and annual insurance renewals.

Accelerating two overdue client balances adds $24k of cushion and removes the only period near the management threshold.

Work-order intensity1.31 / unit

Three communities run >2x the portfolio service load.

Manager capacity86%

One portfolio manager is overloaded while another has room.

Collections17 days

$61k of AR can be tied directly to the responsible client and owner.

Next decisionReprice or redesign service for the four high-intensity communities before adding another portfolio manager.

The owner sees profitability and service load together instead of treating growth and staffing as separate decisions.

Your business will be different

Start with the questions you need answered.

This example is intentionally specific to one business model. CairnVoyant starts by understanding your economics, data, workflows, and decisions, then builds backward from the owner view you actually need.

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