Purpose of Regional Sales Dashboards for Real Estate Companies Real Estate organizations use Regional Sales Dashboards to give managers an easy way to compare performance across all their geographic regions. When used as part of good business practices in Financial Planning & Analysis (FP&A) and sales departments, an organization can improve and speed up its regional strategies and grow revenues, and it can reduce the chances that managers don't quickly catch location-related anomalies.
Example of a Regional Sales Dashboards for Real Estate Companies Here is an example of a Regional Real Estate Sales Dashboard with ranking based on KPIs.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, analysts, regional managers. Other Reports Often Used in Conjunction with Regional Sales Dashboards for Real Estate Companies Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with financial dashboards, consolidated and local office profit & loss reports, sales reports, sales forecast, annual budgets and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Planning, Forecasting, Budgeting, CPM, KPIs, ERP, Dashboards, Industry, Financial Reporting, Template Library