See proactive insights on your dashboard

The Insights panel on your dashboard tells you what to look at, before you go hunting for it.

What it is

Wealthru watches your portfolio and surfaces a short, ranked list of things that may need you. Each insight is built from your real numbers, never guessed, and comes with a one-tap link to act on it.

The insights you may see include:

• Rent overdue. How much rent is past due and how many tenancies are behind, with a link to the arrears report.
• A lease ending soon. The soonest lease that ends in the next 60 days, so you can start the renewal or plan the turnover.
• A renewal approaching. An insurance policy expiring or a mortgage coming up for renewal in the next 45 days, so coverage never lapses.
• A cash-flow signal. When your portfolio is running short each month, so you can review rents and costs.

The list is short on purpose. The most urgent items come first.

The dashboard says each thing once. Rent overdue is already a card under Needs your attention, and cash flow is already a figure under Money, so while those are on screen the Insights section does not repeat them. Insights from the assistant appear in the same section, on paid plans.

How to use it

1. Open your Dashboard.
2. Read the Insights panel near the top.
3. Tap the action link on any insight to go straight to the page where you can deal with it.

When there is nothing worth flagging, the section stays hidden. That is normal. To hide it yourself, tap Hide for now. It comes back the next time you open your browser.

Good to know

• Every figure comes from your own data. Wealthru does not invent numbers.
• You only see insights for properties you can access. Managers see their assigned properties.
• Insights are tooling to help you spot things, not legal or tax advice.

Turning it on

Proactive insights is on by default for every account. If the panel never appears, either there is nothing to flag yet or it has been turned off for your account, so ask a Wealthru admin.

Frequently asked questions

Why is the Insights section missing?

Most often there is nothing worth flagging, or another card on the dashboard already says it. If you tapped Hide for now, it comes back the next time you open your browser. Insights are on by default, so if the panel never appears, ask a Wealthru admin whether it was turned off for your account.

How far ahead does it look?

It flags a lease ending in the next 60 days, and an insurance policy or mortgage coming up for renewal in the next 45 days.

Can a property manager on my team see insights?

Yes. Account owners and property managers both see the panel, and each person sees insights only for the properties they can access.