Financial Dashboard for the Condofy Platform

The problem

Property managers were using Condofy to run condominiums but the platform was not helping them think financially. The data existed in the system, account balances, payment history, expense breakdowns, but it was scattered across disconnected views with no clear hierarchy. There was no way to see the financial health of a building at a glance, no tool to project a budget forward, and no invoice layout that a resident could actually read.

The result was a product that stored information but did not surface it. Managers still needed spreadsheets to do the thinking the platform should have handled.

The decision

I started with the financial dashboard because that is where a property manager begins their day. Account balances are shown per building, each as a card with its fund type, so a manager with ten buildings can scan the full picture in seconds. Below that, delinquency rate and budget execution sit side by side, the two numbers that determine whether a building is financially healthy. A cash flow chart closes the view, showing monthly inflows and outflows over time.

The invoice system was rebuilt around readability. Each invoice surfaces due date, client data, and a full expense breakdown in a layout that works on screen and in print. The Balancete Sintetico sits alongside it, giving managers a structured view of revenues, consumption costs, maintenance, and operational expenses for any given period.

Budget forecasting was the missing piece. I designed it as a three-step flow: managers create a forecast for a specific period, see their saved forecasts in a list with status and date, and edit each one in a spreadsheet-style table that breaks down revenues and expenses by month with averages and totals. The table is editable in place and downloadable, so it works as both a planning tool and a document to share with the board.

The outcome

The platform now gives property managers a financial layer that matches the complexity of the job. Balances, delinquency, and cash flow are visible on login. Invoices are clear enough to send without explanation.

The forecasting tool replaced the spreadsheets managers were maintaining outside the product. Everything that was being tracked manually now lives inside Condofy, in a format that is both operational and presentable.