What is Period Over Period Analysis?

• Growth oriented companies want to compare their performance in a given month or quarter with the same periods in previous years
• Reports are built in Excel to do such comparisons, but because of the nature of Excel, only a few metrics and a few time periods can be viewed
• While this is simple to do for calendar periods, it is complex when you want to use custom time periods (for example “Months Since Start of Operations”)
• It is not simple in Excel to temporarily exclude some properties from an analysis
• We utilize highly visual, flexible tools like Tableau or Power BI to visualize the data and reveal patterns, growth and outliers

Benefits of Period Over Period Analysis:

• You have the ability to compare similar asset classes in your portfolio and compare their performance with previous time periods
• Discover if there is any seasonality in your business, and understand its impact
• Identify the leading and lagging indicators and develop a game plan for managing those

Challenges in Performing Period Over Period Analysis:

• It is quite simple to perform period-over-period analysis of real estate data as long as one is using the right tools
• Trying to do it in Excel limits the options because of its inflexibility for such analysis

Solutions

• We plug your data into either Microsoft PowerBI and or Tableau
• If you have custom calendars (that take into account holidays, peak dates, annual events etc.) we build those into the analysis also
• Before we begin the analysis we list the questions we want to answer and the metrics we want to measure.