How do I understand the tenant billing analytics to track incoming vs outgoing costs?

The Tenant Billing dashboard is your financial command center for property cost management. Here's how to read the numbers strategically — not just what they mean, but what to do about them:

Key metrics and what they tell you

• Total Incoming high but Total Sent low: You are absorbing too many costs. Go to the Invoices page and check which invoices are pending classification or allocation.
• Allocation Rate below 80%: Significant cost leakage — a large portion of your supplier costs aren't being passed through to tenants. Review pending invoices and allocate or mark them as tracked.
• Allocation Rate above 95%: You're passing nearly all costs through. Verify that internally absorbed costs (insurance, property tax, management fees) are properly marked as "Tracked" so they don't inflate the allocation rate.

Monthly pattern analysis

Switch through months to build a seasonal picture:

• Q1 and Q4 should show higher heating costs — this is normal.
• If Total Incoming stays high in Q2/Q3 (summer), investigate: water, cooling, or maintenance costs may be the culprit.
• A month where Total Sent exceeds Total Incoming is unusual — check if you've double-billed or included manual charges.

Using period selectors strategically

• Monthly: Operational view for the current billing cycle — are this month's costs in line with expectations?
• YTD: Track cumulative cost recovery for the year — are you on track to cover your costs?
• Yearly: Annual comparison — select last year to see full-year totals, then compare with this year's YTD.

Actions from the dashboard

• Pending invoices exist → go to Invoices page and allocate or track them.
• Payment rate is low → filter Sent Invoices by "overdue" status and follow up with tenants.