Guides for building reports to monitor asset data
🎬 Key Property Insights (KPI) Overview
KPI: Sponsor Metrics Dashboards
Sponsor Metrics Dashboard Part of the IMS Key Property Insights Offering, the Property Insights Dashboard, provides views into the financial data uploaded from your accounting system. This guide will discuss the views included within the offering...
KPI: Income Statements Dashboards
Part of the IMS Key Property Insights Offering, the Income Statements Dashboard provides a standardized view into the financial data uploaded from your accounting system. This guide will discuss the views included within the offering and how to do...
KPI: Downloading Sponsor Dashboards
How to Download the Dashboards Follow these steps to access the PDF view for the reports: Click the Download button on the top right Choose your layout size (Landscape recommend) Click Generate Click Download A PDF will be downloaded onto your br...
The following calculations are used throughout the offering: Effective Gross Income (EGI) = The sum of all revenue items across all properties in the portfolio Operating Expenses (OpEx) = The sum of all operating expense line items in the portfol...
KPI: Asset One Pager
Top of the view shows different metric totals with the corresponding line graphs for Actual against Budget over the date range selected. Attributes, Debt, and Equity sections aggregate the values where applicable. For the text fields that are u...
KPI: Operational Summary
The top header values show the current period occupancy, revenue, operating expenses, and net operating income. Below each of these is an indicator that represents how the previous period compared to the current period. Occupancy by State visual...
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 Financia...
KPI: Period Analysis
This dashboard gives the user the option to view a Monthly, Quarterly or Annual performance. The top header values show the current period metric, previous period change, and the Physical Occupancy for that period. Below each of these is an indi...
KPI: Property Comparison
This view gives the user the flexibility to compare either two different properties against each other for the same time period or the same property against two different time periods. The bar graphs show Actual vs Budget with the Budget as the ...
KPI: Data Integrity
This dashboard is going to comprise of two different views that contain colorized tables to quickly identify what financial data has been received. The first filter option Data View, allows the user to flip between the different options: Actual / ...