Order a Custom Real Estate Dashboard

You already know which metrics you want to see in your visual, interactive real estate dashboard. Now, let’s build it together!

On this page we describe our five step process for building custom real estate dashboards. We build dashboards in Power BI, Tableau and Klipfolio. We can automate the data refresh from systems such as Entrata, Rent Manager, Yardi, Appfolio, QuickBooks and more.

The 5 Step Process to Build a Custom Real Estate Dashboard

STEP 1: IDEA

Goal: To understand your goals and provide rough cost estimates for achieving those goals.

We will also discuss:

  • Audience for the dashboard
  • Questions the dashboard should answer
  • Metrics and sources of data
  • Timeframe for launch
  • Preference for Own vs Rent
  • Clarity on Scope and Features
  • Cost estimates for construction and operation

STEP 2: BLUEPRINT

Goal: To create specifications for your custom dashboard and provide you an accurate quote.

We will define:

  • Metric Definitions and Calculations
  • Visual Design
  • Technical Design
  • Data Source Design
  • Price Quote

* Note: The Blueprint is a paid engagement.

Select the data source

Sketch the dashboard

Specify the metrics

STEP 3: BUILD

Goal: To build a functioning, interactive dashboard(s) that can be refreshed with data.

We will define:

  • Metrics Definitions and Calculations
  • Visual Design
  • Technical Design
  • Data Source Design
  • Price Quote

Decide how to get data into dashboard

STEP 4: TEST

Goal: To confirm that the dashboard is displaying the metrics accurately and is getting refreshed as per schedule.

The steps in this stage are:

  • Decide pass/fail criteria
  • Compare data in dashboard to data in reports
  • Log data validation results
  • Compile evidence of testing

Compare numbers in report to the numbers in the dashboard

STEP 5: LAUNCH

Goal: To have you and your team start using your custom built dashboard.

The final steps before implementing your newly built data solution are to:

  • Install software in production environment
  • Train the users
  • Setup Help Desk
  • Get User Licenses
  • Setup Security
  • Begin Warranty Period

Set up user licenses and permissions

Ready to start building your custom dashboard?