Stop Flying Blind on Portfolio Performance Gain Crystal-Clear Visibility into Every Asset

How long does it take to build a custom dashboard for our commercial portfolio?

Timelines vary by complexity, but most CRE firms see a working prototype in 4-6 weeks, with full deployment in 8-12 weeks. We start with a deep dive into your Yardi or MRI setup, prioritizing high-impact KPIs like occupancy tracking. Unlike generic tools that drag on with setup, our process is streamlined—firms with 20-50 properties often go live faster. Post-launch, we provide two weeks of optimization to fine-tune based on real usage, ensuring it boosts your efficiency without disrupting daily operations.

What data sources can you integrate with our existing property management software?

We specialize in seamless integrations with CRE staples like Yardi Voyager, Appfolio, MRI Software, and even Excel-based rent rolls for smaller portfolios. Our dashboards also pull from market feeds like CoStar for comps and economic indicators from sources like the NCREIF index. For a typical commercial firm, this means unifying tenant data, financials, and maintenance logs into one view. We've handled everything from multi-family to industrial assets, ensuring two-way syncs that update in real-time— no more manual imports that waste hours each week.

How do your dashboards ensure data security for sensitive lease information?

Security is non-negotiable in CRE, so we build with enterprise-grade encryption, SOC 2 compliance, and role-based access controls tailored to your team—e.g., brokers see deal pipelines, while finance views only NOI metrics. Data stays on your secure servers or compliant clouds like AWS, with audit logs for every access. We've secured systems for firms handling $1B+ portfolios, preventing breaches that could expose tenant details. Regular penetration testing and GDPR/ CCPA alignment mean you focus on growth, not risks.

Can these dashboards scale as our firm acquires more properties?

What's the difference between your custom dashboards and off-the-shelf options like Tableau?

Off-the-shelf tools like Tableau are great for basic visuals but force you into their templates, ignoring CRE specifics like lease abstraction nuances. Our custom builds are coded for your workflow—think automated alerts for expiring triple-net leases or portfolio-wide ESG scoring. Clients switch to us after hitting scalability walls with subscriptions costing $10K+ yearly. You get ownership, not rentals, with features like AI anomaly detection that predict vacancy risks 30 days out, delivering 3x the ROI through targeted insights.

How do you measure the ROI of implementing a custom dashboard?

We tie every dashboard to quantifiable CRE metrics: expect 20-30% time savings on reporting, 15% NOI uplift from faster renewals, and reduced vacancies by catching issues early. For a mid-sized firm with 100,000 sq ft under management, that's often $200K+ annual savings. We baseline your current processes pre-build, then track post-deployment with built-in analytics. One client recovered implementation costs in four months via streamlined comps analysis that won a key acquisition bid.

Do you provide ongoing support after the dashboard is live?

Absolutely—our partnership doesn't end at launch. We offer tiered support: basic monitoring for $500/month, or premium with quarterly updates for evolving needs like new RE laws. Training sessions ensure your team maximizes it, from custom queries to mobile alerts. Firms appreciate our proactive tweaks, like adding inflation-adjusted rent forecasts during market shifts, keeping your dashboard a living tool that evolves with your portfolio.