Understanding Dashboards

Domavia provides specialized dashboards for different aspects of your global mobility and wealth management journey. This guide explains the available dashboards and how to use them.

Note: Feature availability depends on your subscription tier.

Overview Dashboard

Location: Dashboard � Overview Purpose: Your personalized command center

What You'll See

At-a-Glance Cards:

• Active Applications: Number and status of in-progress applications
• Next Deadline: Days until your next critical deadline
• Compliance Score: Tax residency compliance across jurisdictions (0-100%)
• Net Worth Tracker: Total assets across all currencies with 30-day trend
• Family Progress: Overall family application completion percentage
• AI Recommendations: Number of new recommendations since last visit

Recent Activity Feed:

• Application status changes (approved, pending, rejected)
• Document upload confirmations
• New AI insights and recommendations
• Service provider messages
• Upcoming appointments and deadlines

Quick Actions:

• Upload Document button
• Ask AI button
• Schedule Consultation button
• View Full Timeline button

When to Use

Use the Overview Dashboard daily to:

• Check for urgent notifications
• Monitor application progress
• See new AI recommendations
• Quickly upload documents

AI Guidance Dashboard

Location: Dashboard � AI Guidance Purpose: Personalized recommendations and AI chat

Recommendation Engine

Personalized Pathways: Each recommendation card shows:

• Program Name: Country and visa type
• Eligibility Score: 0-100% match based on your profile
• Investment Required: Minimum investment amount
• Timeline: Expected processing time
• Key Requirements: Top 3 critical requirements
• Why Recommended: AI explanation of the match

Sorting & Filtering:

• Sort by: Eligibility score, cost, timeline, popularity
• Filter by: Region, investment type, processing time
• Save favorites for later comparison

AI Chat Assistant

Conversation Features:

• Context-Aware: Remembers your profile and previous questions
• Multi-Turn: Ask follow-up questions naturally
• Rich Responses: Charts, tables, property suggestions
• Source Citations: References official sources

Suggested Questions: The dashboard shows suggested questions based on your profile:

• "What's my cheapest path to EU residency?"
• "How can I minimize capital gains tax?"
• "Which countries offer fast-track citizenship?"

Memory Dashboard

Settings � AI Guidance � Memory

See everything the AI remembers:

• Conversation History: Last 90 days of chats
• Preferences Learned: Communication style, detail level
• Decision Patterns: What you prioritize (cost, speed, safety)
• Milestones: Completed steps in your journey

Memory Management:

• Edit specific memories
• Clear conversation threads
• Reset preferences
• Full memory wipe

Family Coordination Dashboard

Location: Dashboard � Family Purpose: Manage multi-member applications

Family Timeline

Chronological Event Listing:

• Events listed in chronological order per family member
• Status indicators:
  • Application complete
  • In progress
  • Not started

Dependency Tracking:

• Hard Dependencies: "Alice's visa depends on Bob's approval"
• Time Dependencies: "Carol turns 18 in 60 days (age threshold)"
• Document Dependencies: "Need Alice's marriage certificate before filing Bob's"

Timeline View

Application Timeline:

• Chronological list of each member's application milestones
• Milestone markers (submission, interview, approval)

Timeline Optimization: AI suggests:

• "Submit Alice's application first to meet dependent visa window"
• "Rush Bob's documents to avoid missing deadline"
• "Consider separate applications to avoid delay"

Collaboration Features

Document Sharing:

• Share documents with family members
• ODRL policies control access (time-limited, read-only)
• Access logs show who viewed what

Task Assignment:

• Assign document collection to specific members
• Track completion status
• Send reminders for overdue items

Family Progress Tracker

Metrics:

• Overall family completion: 67% (4 of 6 members)
• Days to next family deadline: 23 days
• Critical blockers: 2 (highlighted in red)
• Shared documents: 47 documents in family vault

Tax Residency Dashboard

Location: Dashboard � Tax Purpose: Track tax residency across jurisdictions

Residency Compliance Tracker

Current Status: For each jurisdiction where you might owe taxes:

• Days Spent: Current year-to-date
• Days Allowed: Before triggering tax residency
• Days Remaining: Buffer before threshold
• Compliance Status: Safe, Warning, Exceeded

Example:

Portugal: 145 / 183 days (38 days remaining)
 USA: 89 / 330 days (241 days remaining)
 Spain: 167 / 183 days (16 days remaining)  Warning

Travel Timeline

Visual Calendar:

• Color-coded timeline showing where you were each day
• Import from:
  • Mobile app GPS tracking
  • Manual entry
  • Immigration stamps (OCR from passport)
  • Flight bookings (email integration)

Entry/Exit Events:

• Each trip shows:
  • Country
  • Entry date and time
  • Exit date and time
  • Duration
  • Border crossing method (air, land, sea)

Tie-Breaker Rules

Conflict Resolution: When you qualify as tax resident in multiple countries:

• 183-Day Test: Most common threshold
• Domicile Test: Where your primary home is
• Center of Vital Interests: Where your personal/economic ties are strongest
• Habitual Abode: Where you usually live
• Nationality: Tiebreaker if all else equal

AI Recommendations:

• "Move your primary residence to Portugal to claim NHR"
• "Reduce US days to 120 to avoid substantial presence test"
• "Establish Spanish habitual abode by renting long-term"

CRS Reporting Status

Common Reporting Standard:

• Reportable Accounts: Financial accounts reported to tax authorities
• Reporting Country: Where your bank reports your account
• Due Diligence Status: OECD CRS classification (Active NFE, Passive NFE, etc.)
• Next Filing Deadline: When banks submit reports

SAF-T Export

Tax File Export: Generate Standard Audit File for Tax:

• Select period (month, quarter, year)
• Choose country format (Portugal PT, Poland JPK, etc.)
• Validate XML schema
• Download for submission to tax authority

Financial Dashboard

Location: Dashboard � Financial Purpose: Wealth tracking across currencies and jurisdictions

Net Worth Tracker

Asset Categories:

• Cash & Equivalents: Bank accounts, money market
• Investments: Stocks, bonds, mutual funds, ETFs
• Real Estate: Properties you own
• Business Interests: Company shares, partnerships
• Crypto Assets: Bitcoin, Ethereum, stablecoins
• Alternative Assets: Art, collectibles, precious metals

Multi-Currency:

• Each asset shows original currency
• Real-time conversion to your base currency
• 30-day and 1-year trends
• Currency exposure breakdown

Cash Flow Chart

Income vs Expenses:

• Monthly bar chart
• Category breakdown:
  • Salary/business income
  • Investment income (dividends, interest, capital gains)
  • Rental income
  • Expenses by category
• Net cash flow line

Account Linking

Plaid Integration:

• Link bank accounts automatically
• Real-time balance updates
• Transaction categorization
• Multi-currency accounts supported

ISO 20022 Import:

• Upload bank statements (camt.053 XML format)
• Parse transactions automatically
• Map to expense categories
• Reconcile with linked accounts

Investment Portfolio

Holdings View:

• Asset allocation pie chart
• Performance vs benchmark
• Dividends and distributions
• Cost basis tracking
• Unrealized gains/losses

Crypto Asset Tracking:

• Cost basis tracking
• Unrealized gains/losses
• Tax reporting integration

Property Dashboard

Location: Dashboard � Properties Purpose: Manage international real estate portfolio

Property Cards

Each property shows:

• Address & Photo: Location with property image
• Ownership Details: Purchase price, date, ownership %
• Current Value: Estimated market value with trend

Property Listing

Management Features:

• Add and edit properties in your portfolio
• Track portfolio value across jurisdictions
• Record purchase details and ownership percentages

Compliance Dashboard

Location: Dashboard � Compliance Purpose: Monitor regulatory compliance

Visa Status Tracker

Active Visas: For each visa you hold:

• Country & Type: Portugal D7, Spain Golden Visa
• Issue Date: When visa was granted
• Expiration Date: When renewal needed
• Days Until Expiry: Countdown with color coding
• Renewal Eligible: Date when renewal application can start
• Days in Country: Days spent (for minimum stay requirements)

Renewal Reminders:

• 90 days before expiry: "Start gathering renewal documents"
• 60 days: "Schedule appointment"
• 30 days: "Submit renewal application"

Substance Requirements

Tax Residence Substance: For each jurisdiction where you claim tax residence:

• Physical Presence: Days spent (183-day test)
• Permanent Home: Property ownership or long-term lease
• Economic Interests: Bank accounts, investments, business
• Personal Ties: Family, club memberships, healthcare
• Substance Score: 0-100% (higher = stronger claim)

Recommendations:

• "Open Portuguese bank account to strengthen ties"
• "Join local professional association"
• "Register children in Portuguese school"

Document Expiry Tracker

Expiring Documents:

• Passport (expiry in 18 months)
• Driver's license (expiry in 6 months)
• Professional certifications
• Police clearance certificates
• Bank reference letters

Auto-Reminders:

• 6 months before: Warning notification
• 3 months before: Urgent action needed
• 1 month before: Critical - apply now

PCI DSS compliance

Payment security (requires admin role):

• Compliance score: 0-100% across 12 requirements
• Critical findings: Security issues requiring immediate fix
• Card data handling: Audit of cardholder data storage
• Network security: Firewall and network segmentation status

Travel Dashboard (Nomad)

Location: Dashboard � Travel Purpose: Track travel history for visa/tax purposes

Trip Log

Automatic Tracking:

• Mobile app GPS tracking
• Manual entry option
• Immigration stamp OCR
• Flight booking imports

Each Trip Shows:

• Departure city & country
• Arrival city & country
• Departure date & time
• Arrival date & time
• Duration (days)
• Purpose (work, leisure, transit)

Visa Requirement Checker

Upcoming Trips: Enter destination to see:

• Visa required? Yes/No
• Visa-free duration (if applicable)
• Visa type needed (tourist, business)
• Processing time
• Cost
• Documents required

183-Day Calculator

Per-Country Tracking:

• Days spent in each country (current year)
• Days until tax residency threshold
• Recommended departure date
• Alternative countries to visit

Projections:

• "If you stay in Spain 10 more days, you'll trigger tax residency"
• "Safe to stay in Portugal until March 15"

Intelligence Dashboard

Location: Dashboard � Intelligence Purpose: Market insights and recommendations

Program Updates

Regulatory Changes:

• New visa programs announced
• Program closures or suspensions
• Investment threshold changes
• Processing time updates
• Success rate trends

Example:

Portugal: Golden Visa investment threshold increased to �500K (effective 2026-03-01)
 Greece: Processing time reduced to 3 months (2026-01-15)
 Spain: Digital Nomad Visa launched (2026-01-01)

Market Intelligence

Price Trends:

• Real estate price trends by city
• Golden Visa program popularity
• Application success rates
• Processing time benchmarks

Comparison:

• "Portugal Golden Visa applications down 23% since threshold increase"
• "Greece Golden Visa seeing surge (up 45% YoY)"

Cross-Domain Insights

Unified Analysis: AI combines data from:

• Eligibility (can you qualify?)
• Financial (can you afford it?)
• Compliance (can you maintain it?)
• Market (is now the right time?)

Smart Recommendations:

• "Greece Golden Visa: High eligibility (92%), affordable ($280K), fast processing (3mo), trending up"
• "Portugal NHR closing soon: Apply before March 2026 deadline"

Service Provider Dashboard

Location: Dashboard � Services Purpose: Manage engagements with professionals

Active Engagements

Provider Cards: For each lawyer, accountant, or consultant:

• Provider Name & Photo
• Specialization: Immigration law, tax advisory, property law
• Engagement Status: Active, completed, paused
• Next Appointment: Date and time
• Outstanding Items: Documents or payments needed
• Communication: Message thread

Service Marketplace

Find Providers:

• Filter by: Country, specialization, price range, ratings
• Sort by: Rating, price, response time, success rate
• Provider profiles show:
  • Credentials and certifications
  • Client reviews
  • Success rate
  • Average response time
  • Language capabilities

Engagement Timeline

Project Phases: For each engagement:

Status Tracking:

• Current phase highlighted
• Completed tasks
• Pending tasks �
• Blocked tasks

Admin Dashboard (Internal)

Location: Admin � Dashboard Purpose: Platform monitoring and management (internal only)

System Health

Service Status:

• API response times
• Database query performance
• WebSocket connections
• Background job queue depth
• Error rates

User Metrics

Platform Usage:

• Daily active users (DAU)
• Monthly active users (MAU)
• New registrations
• Plan upgrades
• Churn rate

Content Management

CMS Stats:

• Programs in database
• Locations covered
• Service providers vetted
• Documents templates available
• AI knowledge base articles

Dashboard Best Practices

Daily Routine

Morning Check:

Weekly Review

Sunday Planning:

Monthly Routine

End of Month:

When to Check Each Dashboard

Customizing Your Experience

Widget Configuration

Rearrange dashboard widgets:

Notification Preferences

Control what triggers notifications:

• Critical Only: Deadlines, approvals, rejections
• Standard: Above + new recommendations
• All Activity: Everything including minor updates

Mobile vs Desktop

Mobile Dashboard: Simplified, focused on urgent actions Desktop Dashboard: Full feature set, advanced analytics

Each dashboard is designed to give you focused insights into a specific aspect of your journey. Start with the Overview Dashboard and explore others as needed. The AI Guidance Dashboard is particularly valuable for personalized recommendations.

Related Guides:

• AI Guidance - Master the AI assistant
• Family Coordination - Coordinate applications
• Tax Residency - Understand tax implications