The Dashboard Buyer’s Journey

The Dashboard Buyer’s Journey

Before our clients hire us to build them a custom dashboard, they go through what we call the “dashboard buyer’s journey”. This is a “journey” because it involves many decision points, and there are lots of things to learn along the way.   The...
How to Forecast Occupancy

How to Forecast Occupancy

Take a minute to look at the occupancy dashboard image below. It is forecasting occupancy 30, 60 and 90 days from now. The rest of the article describes how to forecast occupancy for your portfolio. How to Forecast Occupancy Let’s say you have been given a monthly...
Building the Entrata KPI Scorecard

Building the Entrata KPI Scorecard

An Automated Entrata KPI Scorecard We built the RentViewer Entrata connector in collaboration with a client. Our client was  looking to automate the process for updating their Excel-based KPI scorecard.   The Business Challenge The client’s executive team...
Using metrics that predict the future

Using metrics that predict the future

When you are looking at P&Ls or balance sheets, you are looking at history.A P&L tells you what happened last month.It is not telling you what is likely to happen next month.And relying too much on historical information is risky!When you work with me, we will...
Ratios in Property Management Dashboards

Ratios in Property Management Dashboards

Had a meeting yesterday with a company that wants to order a custom dashboard. I asked how they currently get their metrics, and they showed me screenshots of their scorecard. Their process involves exporting numbers from the property management system into Excel and...