CFO Dashboard

Industry : Real Estate

Company Profile : Operator of Student Housing, Multifamily and, Commercial Retail.

Business Challenge :

The CFO of the company wanted:

  • The ability to view key ratios but also drill down to individual transactions
  • Perform flexible budget vs actual analysis
  • To have data in the reports to refresh automatically from the Property Management System
  • The ability to review individual property metrics without having to run multiple reports

Solution: Metric-X developed an end-to-end solution built on our RentViewer analytics platform. This included connections to the property management system, a data warehouse, and data visualizations developed in Tableau. Daily jobs extract data for General Ledger, Leases, Budgets and A/R. This data is organized for reporting in the data warehouse. About 10 reports were developed in Tableau that provides visual summary data and the ability to drill down with a few clicks.

The CFO Dashboard benefits include:

  • Saves time by automatically refreshing, and not having to “Export to Excel” many reports
  • Draws attention to important transactions
  • Helps the company stay focused on the important metrics and targets
  • Enables identification of outliers and unusual transactions
  • Speeds up the monthly close process
  • Does away with bulky Excel files


  • RentViewer by Metric-X
  • Tableau Online
  • Data from Rent Manager Property Management System