Build your own KPI dashboard by choosing from the components below
This page displays a variety of visual components for displaying your metrics. Decide which ones will be useful to you, and we can put them on your custom dashboard. Below each visual is a description as well as the name of the Rent Manager report it is sourced from.
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Prospect
Description: Number of Prospects at end of each month
Source: 13 – Prospects List Report
Notes: Current month-to-date and previous 11 months
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-01
Source: 13 – Prospects List Report
Notes: Current month-to-date and previous 11 months
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-01
Applications
Description: Displays how many lease applications have been entered by month
Source: 21 – Box Score Report
Notes: – Current month + previous 11 months
– Line chart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-02
Source: 21 – Box Score Report
Notes: – Current month + previous 11 months
– Line chart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-02
Move In / Move Out Chart
Description: Move In / Move Out counts displayed on same chart
Source: 77 – Move In Move Out Report
Notes:– Previous 5 Months and Month to Date
– Barchart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-01
Source: 77 – Move In Move Out Report
Notes:– Previous 5 Months and Month to Date
– Barchart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-01
Leasing Funnel
Description: Shows the numbers of prospects at each stage of the leasing funnel
Source: 21 – Box Score Report
Notes:
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-03
Source: 21 – Box Score Report
Notes:
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAD-03
Units Managed by Type
Description: Shows the number of units by unit type
Source: Rental Unit Listing
Notes:– Shows the counts as of the report run date
– Barchart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-01
Source: Rental Unit Listing
Notes:– Shows the counts as of the report run date
– Barchart
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-01
Actual vs Budget NOI
Description: Actual vs. Budget NOI for the 12 months
Source: Actual Budget Fiscal Year Analysis
Notes: -The numbers are displayed as a text table
-The $ and % difference are also displayed
Dashboard Edition: Bronze, Silver or Custom
Component ID: PL-01
Source: Actual Budget Fiscal Year Analysis
Notes: -The numbers are displayed as a text table
-The $ and % difference are also displayed
Dashboard Edition: Bronze, Silver or Custom
Component ID: PL-01
Billed Charges
Description: Trend of Billed Charges
Source: Charge Detail Report
Notes: Previous 5 month and Month to Date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-01
Source: Charge Detail Report
Notes: Previous 5 month and Month to Date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-01
Receipts
Description: Trend of Total Receipts
Source: All Receipts Deposited
Notes: Previous 5 months and Month to Date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-02
Source: All Receipts Deposited
Notes: Previous 5 months and Month to Date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-02
Vacant Home Status
Description: Available, Vacant and Not-Ready units by Unit Type
Source: Unit Availability Listing Report
Notes: – Data is as of report run date
– Text table
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-03
Source: Unit Availability Listing Report
Notes: – Data is as of report run date
– Text table
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-03
Incomplete Leases
Description: Incomplete Leases by Entity, Account and Lease End Date
Source: Lease Expiration Report
Notes: Text table
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-04
Source: Lease Expiration Report
Notes: Text table
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-04
Leases Expiring Bar Chart
Description: Number of leases expiring in 10, 30 and 60 days
Source: Summary Rent Roll Report
Notes: – The counts are as of the report run date
– Bar chart
– Does not display by Unit Type (available in Custom Edition)
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-05
Source: Summary Rent Roll Report
Notes: – The counts are as of the report run date
– Bar chart
– Does not display by Unit Type (available in Custom Edition)
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-05
Leases Expiring Within 60 Day
Description: Leases expiring within 60 days
Source: Lease Expiration Report
Notes: – Bold, text display of the number of leases expiring
– The count is as of the report run date
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-06
Source: Lease Expiration Report
Notes: – Bold, text display of the number of leases expiring
– The count is as of the report run date
Dashboard Edition: Bronze, Silver or Custom
Component ID: LEAS-06
Aged Receivables
Description: Chart of Aged Receivables
Source: Aged Receivables Report
Notes: – The barchart shows the relative amounts by aging bucket
– The dollar amount in text is also displayed
– Amounts are as of the report run date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-03
Source: Aged Receivables Report
Notes: – The barchart shows the relative amounts by aging bucket
– The dollar amount in text is also displayed
– Amounts are as of the report run date
Dashboard Edition: Bronze, Silver or Custom
Component ID: COLL-03
Vacant Units
Description: Number of Vacant Units as well as change compared to 30 Days Prior
Source: Vacancy Report
Notes: Does not distinguish by Unit Type
Dashboard Edition: Silver or Custom
Component ID: LEAS-07
Source: Vacancy Report
Notes: Does not distinguish by Unit Type
Dashboard Edition: Silver or Custom
Component ID: LEAS-07
Occupied Units
Description: Number of Occupied Units as well as change compared to 30 Days Prior
Source: Customer Listing Report
Notes: – Does not distinguish by Unit Type
Dashboard Edition: Silver or Custom
Component ID: LEAS-08
Source: Customer Listing Report
Notes: – Does not distinguish by Unit Type
Dashboard Edition: Silver or Custom
Component ID: LEAS-08
Occupancy Gauge
Description: Gauges shows the Occupancy % with respect to targets
Source: Customer Listing Report
Notes: Targets (Red / Orange / Green) ranges are maintained in an Excel file for each property group
Dashboard Edition: Custom
Component ID: LEAS-09
Source: Customer Listing Report
Notes: Targets (Red / Orange / Green) ranges are maintained in an Excel file for each property group
Dashboard Edition: Custom
Component ID: LEAS-09
Vacancy Gauge
Description: Gauges shows the Vacancy % with respect to targets
Source: Vacancy Report
Notes: – Targets (Red / Orange / Green) ranges are maintained in an Excel file for each property group
Dashboard Edition:Custom
Component ID: LEAS-10
Source: Vacancy Report
Notes: – Targets (Red / Orange / Green) ranges are maintained in an Excel file for each property group
Dashboard Edition:Custom
Component ID: LEAS-10
Delinquent Amount
Description: Displays the Delinquent Amount at the end of each month
Source: Delinquency Report
Notes: – Line chart
– Previous 11 months and Month-to-Date
Dashboard Edition: Bronze, Silver, Custom
Component ID: COLL-04
Source: Delinquency Report
Notes: – Line chart
– Previous 11 months and Month-to-Date
Dashboard Edition: Bronze, Silver, Custom
Component ID: COLL-04
A/R Aging Donut Chart
Description: Displays the relative amount of receivables in 4 aging buckets
Source: Aged Receivables Report
Notes: – Donut Chart
Source: Aged Receivables Report
Notes: – Donut Chart
– Data is as of report run date
Dashboard Edition:Bronze, Silver, Custom
Component ID: COLL-05
Rent Loss Due to Vacancy
Description: Displays Rent Loss for current month and previous month
Source: Summary Rent Roll Report
Notes: – Up/Down indicator displays increase or decrease over prior month (in Red/Green color)
– Previous 11 months and Month-to-Date
Dashboard Edition: Bronze, Silver, Custom
Component ID: LEAS-13
Source: Summary Rent Roll Report
Notes: – Up/Down indicator displays increase or decrease over prior month (in Red/Green color)
– Previous 11 months and Month-to-Date
Dashboard Edition: Bronze, Silver, Custom
Component ID: LEAS-13
Expense Gauge
Description: Displays the Month to Date Expense and above/below target status for selected GL Expense accounts
Source: Actual Budget Fiscal Year Analysis Report
Notes: -Available for any Expense GL Account
Source: Actual Budget Fiscal Year Analysis Report
Notes: -Available for any Expense GL Account
– Cutoff between Orange and Red is the Budget amount
Dashboard Edition:Custom
Component ID: PL-02
Vacancies at Month End
Description: Displays Total Units and Vacant Units in stacked bar chart
Source: Summary Rent Roll Report
Notes: – Displays both Vacant Units and Total Units at Month End
Dashboard Edition: Bronze, Silver, Custom
Component ID: LEAS-11
Source: Summary Rent Roll Report
Notes: – Displays both Vacant Units and Total Units at Month End
Dashboard Edition: Bronze, Silver, Custom
Component ID: LEAS-11
Total Income Gauge
Description: – Displays the Month to Date amount
– Can display any line from the Budget Comparison report
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition:Bronze, Silver, Custom
Component ID: PL-05
– Can display any line from the Budget Comparison report
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition:Bronze, Silver, Custom
Component ID: PL-05
Total Expense Gauge
Description: Displays the Month to Date amount
– Can display any line from the Budget Comparison report
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition: Bronze, Silver, Custom
Component ID: PL-10
– Can display any line from the Budget Comparison report
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition: Bronze, Silver, Custom
Component ID: PL-10
NOI Gauge
Description: – Displays the Month to Date amount
– Grey/Green cutoff is the Budgeted NOI
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition:Silver, Custom
Component ID: PL-11
– Grey/Green cutoff is the Budgeted NOI
Source: Actual Budget Fiscal Year Analysis Report
Notes: – Target on the gauge is the budget amount in Rent Manager
– Actual amount is as of report run date
Dashboard Edition:Silver, Custom
Component ID: PL-11
Gauge and Sparkline for NOI
Description: Displays the Month to Date amount as well as the 12-month sparkline
– Can display any line from the Budget Comparison report
Source: Budget Comparison Report (for gauge)
– P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-07
– Can display any line from the Budget Comparison report
Source: Budget Comparison Report (for gauge)
– P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-07
Gauge and Sparkline for Total Expense
Description: – Displays the Month to Date amount as well as the 12-month sparkline
– Can display any line from the Budget Comparison report
Source: – Budget Comparison Report (for gauge)
P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-08
– Can display any line from the Budget Comparison report
Source: – Budget Comparison Report (for gauge)
P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-08
Gauge and Sparkline for Total Income
Description: – Displays the Month to Date amount as well as the 12-month sparkline
– Can display any line from the Budget Comparison report
Source: Budget Comparison Report (for gauge)
– P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-09
– Can display any line from the Budget Comparison report
Source: Budget Comparison Report (for gauge)
– P&L Report (for 12 month sparkline)
Notes: – Target on the gauge is the budget amount in Rent Manager
Dashboard Edition:Custom
Component ID: PL-09
Gauge and Sparkline for Vacancy Loss
Description: – Displays the Month to Date amount as well as the 12-month sparkline
– Can display any line from the Budget Comparison report
Source: – Budget Comparison Report (for gauge)
P&L Report (for 12 month sparkline)
– Targets for Vacancy Loss to be stored in Excel
Notes: – Target on the gauge to be stored in Excel
Dashboard Edition:Custom
Component ID: LEAS-12
– Can display any line from the Budget Comparison report
Source: – Budget Comparison Report (for gauge)
P&L Report (for 12 month sparkline)
– Targets for Vacancy Loss to be stored in Excel
Notes: – Target on the gauge to be stored in Excel
Dashboard Edition:Custom
Component ID: LEAS-12
Combo for Multiple Metrics (Actual / Plan, Change and Trend)
Description: – This is our premium display format for selected metrics
– Five types information are displayed for a metric (MTD Actual, MTD Plan, Above/Below Plan Indicator, Change vs Previous Month, 12 Month Trend)
Source: – For financial metrics: Budget Comparison Report (Actual, Target)
– For non-financial metrics:
* Actuals and Trend are from Relevant Rent Manager Report
* Plan values are from an Excel file or a User Defined Field (UDF)
Notes: – We display metrics in this format in our “Operations Meeting” dashboard
Dashboard Edition:Custom
Component ID: COMBO-01
– Five types information are displayed for a metric (MTD Actual, MTD Plan, Above/Below Plan Indicator, Change vs Previous Month, 12 Month Trend)
Source: – For financial metrics: Budget Comparison Report (Actual, Target)
– For non-financial metrics:
* Actuals and Trend are from Relevant Rent Manager Report
* Plan values are from an Excel file or a User Defined Field (UDF)
Notes: – We display metrics in this format in our “Operations Meeting” dashboard
Dashboard Edition:Custom
Component ID: COMBO-01
Service Tickets
Description: – Service Tickets Opened, Tickets Closed and Tickets in Open Status
Source: Service Tickets Report
Notes:
Dashboard Edition:Bronze, Silver, Custom
Component ID: CARE-01
Source: Service Tickets Report
Notes:
Dashboard Edition:Bronze, Silver, Custom
Component ID: CARE-01
Leasing Activity
Description: – New Leases, Leases Terminated, Leases Ending in 30 Days
Source: TBD
Notes:
Dashboard Edition:Custom
Component ID: LEAS-12
Source: TBD
Notes:
Dashboard Edition:Custom
Component ID: LEAS-12
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