Order a Custom Real Estate Dashboard
Overwhelmed by Data Overload?
Simplify Your Real Estate Management with a Custom Dashboard
The 5 Step Process to Build a Custom Real Estate Dashboard
On this page we describe our five step process for building a custom real estate dashboard. 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.
Step 1: Idea
Goal: To understand your goals and provide rough cost estimates for achieving those goals.
Audience for the dashboard
Questions the dashboard should answer
Metrics and sources of data
Time frame 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 automatically refreshed with latest data.
Work done in this phase includes:
Write the formulas for the metrics and calculations
Create the visual elements of the dashboards (charts, filters and the interactivity between all the tiles)
Design the data source for the dashboards
Build the process for pulling data from the source systems and automating the data refresh
Load the initial data set
Run the refresh several times and tune the speed
Get clarifications on the requirements and features
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 custom real estate dashboards are:
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?