Clearer Portfolio Health Signals in the KPI Summary Strip
Clearer Portfolio Health Signals in the KPI Summary Strip
Introduced in v0.1.370
The KPI Summary Strip at the top of the Overview dashboard shows five cards — Active Tenancies, Open Disputes, Deposits at Risk, Pending Inspections, and Resolved This Month. Each card includes a delta badge comparing the current value to the previous 30-day period, and a sparkline showing the weekly trend over the past 8 weeks.
This release addresses two usability gaps: ambiguous delta direction labels, and sparklines with no visible scale.
Delta Badges: Plain-Language Valence
The Problem
A delta of +3 ↑ vs last 30d means something very different depending on which card it appears on:
| Card | +3 means… |
|---|---|
| Active Tenancies | Portfolio is growing — good |
| Open Disputes | More disputes — bad |
| Deposits at Risk | More deposits exposed — bad |
Relying solely on badge colour (green = good, red = bad) placed an extra cognitive step between the agent and the insight — especially for new users unfamiliar with which metrics are inverted.
What It Shows Now
Delta badges now use plain-language valence descriptions:
Increased by 3 (worse)
Decreased by 2 (better)
Increased by 5 (better)
The word in parentheses — better or worse — is derived from the same invertDelta flag that controls badge colour, so the text and colour are always in agreement.
Before:
+3 ↑ vs last 30d
After (on a metric where an increase is bad):
Increased by 3 (worse)
After (on a metric where an increase is good):
Increased by 3 (better)
Deposits at Risk: 'Needs Attention' Label
The Deposits at Risk card now displays a "Needs attention" label whenever the displayed value is greater than zero. This provides an unambiguous action signal independent of colour, which is especially useful in:
- Printed or exported reports where colour may not render.
- Accessibility contexts where colour alone is insufficient.
- Quick scanning workflows where a text label is faster to process.
When the value is zero, no label is shown.
Sparklines: Tooltip and Min/Max Values
Tooltip
Each sparkline chart now shows a tooltip on hover:
Weekly trend over the past 8 weeks
This clarifies the time window represented by the chart, which was previously undocumented in the UI.
Min/Max Values
The minimum and maximum values for the 8-week period are now displayed directly on the sparkline. This makes the absolute scale visible without requiring the user to hover over individual data points, and allows quick assessment of the range and volatility of any metric.
Summary of Changes
| Element | Before | After |
|---|---|---|
| Delta badge text | +3 ↑ vs last 30d | Increased by 3 (worse) |
| Deposits at Risk > 0 | Red number only | Red number + "Needs attention" label |
| Sparkline tooltip | None | "Weekly trend over the past 8 weeks" |
| Sparkline scale | No labels | Min and max values shown |
Related Files
src/app/dashboard/overview-stats.tsx