KPI: Portfolio Financials

This dashboard is going to comprise of three different views to compare your portfolio financials. The first filter option Select View, allows the user to flip between the different options: P & L Table, Bar Chart, and Heat Map.

Portfolio Financials: P & L Table

This sheet allows the user to see their Property Actuals and Budget data at a more granular level. This view gives the user the ability to drill up or down by category/description. From the default view, to drill down into the Account Descriptions, hover over the Category header and click + . To drill back up into your Category hover over the Category header and click - . The values are colored red for negative and black for positive as shown in the legend.

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Portfolio Financials: Bar Chart

This sheet allows the user to compare all properties against each other by the different filters provided. The Measure filter lets the user select different views such as Actual, Budget, and Variance. The Metric filter lets the user select which total such as EGI, OpEx, and NOI. The bars are colored by the range of values that auto adjusts to what is currently populated as shown in the legend. The user has the additional ability to drill up into segments if this is utilized by hovering over the header and clicking - (an example is shown on the Heat Map sheet).

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Portfolio Financials: Heat Map

This sheet allows the user to compare all properties against each other by the different filters provided. The Measure filter lets the user select different views such as Actual, Budget, and Variance. The Metric filter lets the user select which total such as EGI, OpEx, and NOI. The bars are colored by the range of values that auto adjusts to what is currently populated as shown in the legend. The user has the additional ability to drill up into segments if this is utilized by hovering over the header and clicking - and similarly to reverse the action by clicking +.

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 Filters

Using drop down menus on the top of the dashboard, you can slice and dice your portfolio in different ways.

Actual / Per Unit

A single select drop down that changes the dashboard values to populate as actual or as the calculation of the actual divided by the number of units or square feet per property. The default view is actual.

Property

A multi-select drop down with the name of each property.

PM Firm

A multi-select drop down with the different property management firms (if applicable)

Segment

A multi-select drop down that can be used to indicate groups of properties in your portfolio.

Date Range

A text box range that allows you to enter in the start and end date for the data aggregation duration. The default is set to a trailing 12 months starting at the last month.

 

 

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