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Real Estate Financial Dashboard Solutions

  • Intuitive and easy to understand visual charts and tables providing critical information and business data at a glance
  • Measure and monitor 10+ Key Performance Indicators (KPIs) driving your real estate business such as occupancy, collection factor, net operating income
  • Analyze operating and financial data on per square foot, per unit or on actual basis
  • Improve tracking of expenses helping drive better Net Operating Incomes and Higher Profits
  • Our solution works with Argus, Excel, Yardi (Genesis and Voyager), AppFolio, OneSite, MRI, Spectra, Timberline, NetSuite and QuickBooks

Enhance your business performance through our real estate/property management dashboard solutions

Cost Savings

40-60% cost savings compared to in-house hired staff or onshore service providers

Staff with 6+ years of relevant real estate experience in financial analysis and management reporting functions

Skilled Employees

300+ Clients in USA (100+ commercial and residential real estate firms)

Our Clients

Benefits of Dashboards

1. Effective Visual Reporting

Dashboards provide easy to understand visual data, providing critical information and insights at a glance. Multiple surveys have demonstrated that as many as 74% of business executives credit visual reporting for high increase in business insights. Get More Insights about Your Business Today!

2. Drill into Detail

Dashboards can be made as drilled in detail as required. Review the same data in different ways- ratios, actual vs budget variances, month-on-month changes, actual against YTD, or as proportion of sales/total expenses. We can provide the information in a way most relevant to you

4. Driving Greater Business Efficiency

Well-crafted dashboards create easy to understand visual summaries of data that are regularly updated. Quick processing of information and fast access to key data helps drive faster decision making and higher efficiency

5. Customizable

Dashboards could be customized at user level. Each decision level dashboard can be customized to present the most valuable and useful set of information. This allows each person to see the level of detail that they need to

3. Measure and Monitor the Health of Your Business

Well-designed dashboards enhance owners/user’s capabilities to measure and monitor key factors driving business performance. They also help owners measure and track business performance itself in metrics beyond profitability and revenues. For instance, real estate firms can measure vacancy, collections, concessions and expense factors to drive better rental income and Net Operating Incomes (NOI)

Our Dashboard Solutions

We provide a range of dashboards for real estate firms. Our real estate clients include asset management, property management, real estate investment trusts and developers across residential, commercial, student housing and retail segments.

For real estate companies, we also offer a standard fixed cost dashboard solution, that’s been outlined below. Applicable for firms managing less than 500 units.

Our standard fixed cost dashboard solution will cover the following:

Property Performance Executive Summary

A simple one paragraph executive summary that crisply summarizes the property's operational and financial performance.

Property Dashboard

Vacancy Section

  • Occupancy %: The proportion of Total Units in the property that are vacant

This distribution provides number of units that have been vacant under 30 days, under 31-60 days and over 60 Days.

- Number of Units

- Number of Vacant Units

  • Vacancy Distribution (Number of Vacant Units in <30, 31-60, 60+ Days)
  • Vacancy Cost: The cost of vacant units (vacancy) for the month

This parameter captures the cost of vacancy for the month.

  • Number of Move-Outs (Including Notice Units)

The number of units where the residents have moved out in the month or have given notice to move-out.

Rental Income Section

  • Income Chart showing

- Gross Potential Rent (GPR)

- Gain To Lease/LossToLease

- Gross Rent

- Vacancy Loss, Concession Loss, and Writen Off Rent

- Net Collectible Rent and Net Collected Rent

  • Rent Per Unit 6 month trends (Rent PSF Basis if Retail/Commercial Client)
  • Number of Move-Ins
  • Renewal Factor: Proportion of expiring/expired leases that get renewed
  • Collection Factor: Proportion of rental and other income collected every month

Financial Summary

  • Net Income Chart covering key financial metrics

- Rental Income and Other Income

- Mortgage, Real Estate Taxes and other Key Expenses

- Net Operating Income and Net Income

- Cash Flow available for Distribution

  • Expense Actual Vs Budget/YTD Comparison
  • Key Liabilities Summary of liabilities such as real estate taxes, accrued expenses, insurance and mortgage
  • Contribution and Distribution Chart (*Upto Three Partners/Members)


Our indicative standard charges for the above solution is defined here. Custom quote available based on your requirements and number of properties/units.

One-Time Set-Up Fee

Ongoing Monthly Fee

Number of Units (<50)

Number of Units (50-100)

Number of Units (100-200)

Number of Units (>200)




Custom Quote




Custom Quote

  • The above units are per property. Units across multiple properties will not be considered collectively
  • Quote applicable only if lease, resident and financials data are all set-up and available in MRI, Yardi or RealPage (OneSite) or Appfolio
  • Dashboard service is limited to creation and maintenance of management dashboards. This Service does not cover data-entry, accounting or any other financial analysis
  • The accuracy of the numbers is dependant upon the accuracy of accounting data
  • Restricted access to the accounting and leasing software will be required to prepare the dashboards
  • Display of all parameters subject to ready availability of underlying data

Custom Real Estate Dashboards

Our custom real estate dashboards cover:

  • Detailed Monthly/Quarterly Rental Dashboard covering Rental Income, Other Income, Concessions, Vacancy, Collections, Move-ins, Renewals and Move-outs
  • Detailed Financial Dashboard covering Rental Income, Key Expenses, Net Operating Income and Net Income in $$ figures and in per unit/per sqft (psf) basis
  • Executive Summary covering Income, Expense, Key Liabilities and Partner specific Distributions related observations
  • Income and Expense Variance Mapping against budgeted values
  • Trends of Rental Income, Other Income, Net Operating Income and Net Income
  • Tracking of customer specified custom parameters such as Debt Yield, NOI margins % and more

Need a custom dashboard. Contact us with your requirements!

Contact Us

Software Expertise

High expertise across multiple real estate accounting (property, construction and fund accounting), property management, investment analysis, leasing and designing software used in USA.

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Other Services

Residential Property Accounting

Commercial Property Accounting

Investment Analysis Services

Acquisition Analysis Services

Asset Management Services

Lease Abstraction Services

CAM Reconciliation

Back-Offfice Support Services

Team & Staff Profile


real estate clients


About Us

  • 100+ commercial and residential real estate clients spread across twelve states in the US
  • Fully integrated real estate service provider providing services in Leasing, Administration, Accounting, Analysis and allied services
  • Clients across the real estate value chain right from real estate agents to property management firms to real estate developers to fully integrated real estate companies
  • High expertise in QuickBooks, Excel, Yardi, MRI, Appfolio, Timberline and RealPage Onesite
  • Staff with at-least six years of relevant work experience in financial analysis and management reporting functions
  • Spacious office set-up (30,000 square feet) with modern facilities and uninterrupted power supply
  • Quick turnaround time

A well-known commercial real estate firm based in Tampa (FL). They manage close to 5 million sf of office and retail space.

A vertically integrated, full service real estate company based out of Bellevue, WA. They specialize in commercial properties.

A leading independent commercial real estate brokerage and property management firm in the Central Valley

A well known real estate firm in Tampa (FL). The company currently manages over $60M in commercial real estate assets.

A midsized real estate property management firm based out of Beverly Hills, CA. The firm manages over 50 properties, across 9 states, encompassing over 1200 tenants and nearly 1.5 million square feet.

A privately owned real estate management firm that specializes in the management of commercial and multi-family properties in the Greater Los Angeles area.

Real Customers, Real Satisfaction!

Learn more about our
Real Estate Financial Dashboard Solutions

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