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 had adopted the Entrepreneurial Operating System (EOS®) methodology for running their business. They had defined a scorecard of metrics that they review weekly. Manually compiling the scorecard involved running several reports from Entrata and entering the metrics manually into an Excel workbook.

Since there were more than 15 properties and 10 metrics to enter into Excel each week, updating the scorecard was laborious and prone to errors.

The scorecard for each property was maintained in a separate Excel file, so there was a proliferation of files as well.

Our Solution

Now, the client’s Entrata KPI scorecard is updated automatically each week.

We wrote C# code and extended RentViewer to connect with the Entrata API.  We set up an Entrata Data Warehouse for the customer, and scheduled jobs to regularly pull data from these these reports into the Data Warehouse:

• P&L Budget vs Actual
• Box Score
• Resident Retention

Solution Architecture

On a scheduled basis, RentVIewer connects to the client’s Entrata API, runs the required reports for each of the properties, and saves the data into the Data Warehouse. We used a “data connection” within Excel to pull the metrics based on Entrata data into the scorecard.

The diagram below shows the components of this solution for an Entrata scorecard.

Entrepreneurial Operating System (EOS)

The book displayed in the above diagram is “Traction: Get a Grip on Your Business” with Gino Wickman. This book provided the framework for setting up the Entrata KPI scorecard that our client wanted to automate.

Automate Your KPI from Entrata!

Do you use Entrata, and are you interested in a custom-built KPI scorecard to keep an eye on the key metrics? Give us a call!

Call 248-601-6400 or book a meeting using the button below!