by Saad Shah | Dec 1, 2020 | metrics
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...
by Saad Shah | Nov 15, 2020 | metrics
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...
by Saad Shah | Oct 16, 2020 | metrics
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...
by Saad Shah | Jun 4, 2020 | metrics
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...
by Saad Shah | May 17, 2020 | metrics
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...
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