Dashboard
🔔
🛠 Export:
Open Violations
5
2 escalated — action needed
🚨
Deadlines This Month
9
3 within 7 days
⏰
Resolved This Month
14
↑ 3 vs last month
✅
Auto-Generated Tasks
7
4 from automation rules
🤖
⚡ Today's Priority Queue
View all tasks →
📅 Upcoming Deadlines
🚨 Escalated Violations
See all →
Total Open Items
14
↑ 2 this week
Avg Resolution Days
8.4
↓ 1.2 vs last mo
On-Time Rate
89%
↑ 5% vs last mo
Client Satisfaction
4.7
/ 5.0 avg
Auto-Tasks Created
23
this month
Building Compliance Health
Team Performance
Activity Overview (Last 12 Weeks)
Less active
More active
⚠️ Risk Flags
🛠 Export:
Open
3
In Progress
2
Resolved (Month)
6
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Events This Month
Automated Compliance Rules
All 33 BCompliant compliance items — pre-built, pre-configured, ready to fire
Filter:
Automatic Reminder Rules
Violation Follow-up Reminders
Compliance Deadline Reminders
Notification Channels
Escalation Rules
Client Communication Log
Client Update Drafts
🛠 Export Report As:
📄
Word Document
DOCX Skill — Professional reports

Generate fully formatted Word documents for any compliance report, violation summary, client update, or internal memo — with BCompliant letterhead, tables, and professional styling.

📊
Excel Spreadsheet
XLSX Skill — Data & tracking sheets

Export any CRM data to a professional Excel workbook — violations tracker, compliance calendar, task list, building health scores, or a full portfolio dashboard with color-coded status cells.

📑
PDF Document
PDF Skill — Shareable, print-ready files

Create PDF versions of any report or document — perfect for sending to clients, storing as official records, or attaching to DOB/ECB filings. Locked formatting, professional layout.

📋
PowerPoint Deck
PPTX Skill — Client presentations

Auto-generate client-ready PowerPoint decks for quarterly reviews, compliance status meetings, or building portfolio presentations — BCompliant branded slides with charts and data.

📝
Internal Communications
Internal Comms Skill — 3P updates, newsletters, status reports

Generate structured internal team updates using the 3P format (Progress / Plans / Problems), weekly newsletters, FAQ responses, manager status reports, and project updates — all pre-formatted and ready to send.

All Alerts & Notifications
🔔 Notifications
✕
Add New Task
✕
✉️ Generate Client Update
✕
Select a client and update type, then click Generate Draft.
Log Communication
✕
Create Automation Rule
✕
📝 Generate 3P Internal Update
✕

The 3P format (Progress · Plans · Problems) is the standard internal team update format. Fill in any details below, or click Generate to auto-populate from today's CRM data.

✕