Dashboard

The Dashboard is the home screen for board members after sign-in. It summarizes HOA health and surfaces items that need attention without opening every section of the app. Residents use the Member portal instead and are not sent here.

What does the dashboard show?

At the top you see a time-of-day greeting (Good morning/afternoon/evening) with your name and {community name} · Board.

Below that, tiles are grouped in two bands:

Health band (side-by-side on desktop):

• Financial Pulse — month-to-date dues collection (and water/trash segments when utilities are active), delinquencies, and operating/reserve balances with an as-of date.
• Calendar Glance — pinned next meeting plus upcoming events, with links to add an event or open the full calendar.

Action grid (two columns on desktop; tiles appear only when the feature is enabled for your HOA):

• Approvals — open ARC, records, and maintenance requests awaiting board review.
• Compliance — upcoming compliance obligations (after Compliance Center is activated).
• Open votes — ballots still open for board or unit-owner voting.
• Cash ops — unmatched bank deposits and bank balance freshness when Finances is enabled.

Each tile has View all (or equivalent) links into the full feature page. The dashboard is read-only — approve, vote, and reconcile from the linked pages.

Where did inbox, onboarding, and meetings on deck go?

The dashboard no longer shows these as standalone home tiles:

Former home surface	Where to find it now
Inbox triage strip	Inbox in the sidebar (unread count stays on the nav badge)
Onboarding progress	Onboarding setup center in the sidebar
Meeting on deck	Folded into Calendar Glance (pinned next meeting) and Meetings / Calendar

Common questions

Who can open the dashboard?

Board members with President, Treasurer, or Secretary roles. Other members land in the Member portal after login.

Why does Cash ops say my bank balance hasn't synced yet?

Your bank is connected but Fourplex has not received a balance timestamp yet, or a balance is older than the freshness window. Open Finances and run Sync from Stripe, or wait for the daily automatic sync.

Why does Financial Pulse say one account may be outdated?

Operating and reserve balances can refresh on different schedules. The as-of date reflects the oldest balance timestamp; the note appears when at least one connected account is stale or has never reported a balance.

Why does Financial Pulse say balances haven't synced yet?

Your operating and/or reserve bank connections are active, but Fourplex has not received a balance timestamp for them yet. Open Finances and run Sync from Stripe, or wait for the daily automatic sync.

Can I customize which tiles appear?

Tiles follow feature flags and org setup (for example Compliance only after activation, Open votes only after voting has been used). There is no per-user tile picker on the dashboard.

How do I replay the product tour?

Open Support → App tour or Onboarding → App tour. See the Fourplex Tour article for details.