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Example of a Sales and Inventory Dashboard for Real Estate Companies

What is a Sales and Inventory Dashboard?

Sales and Inventory Dashboards are considered analysis tools and are often used by executives and sales leaders to track and compare sales and available stock of properties across regions. Some of the main functionality in this type of dashboard is that it provides four analytical perspectives with real estate KPIs, including: 1) Monthly metrics by state with measures for: Available stock (inventory), Sold units year-to-date (YTD), monthly average sales velocity (speed”), Months of inventory, 2) Available inventory ranked by state, 3) Sold units by state, and 4) Monthly average sales velocity (“speed”) by state. You find an example of this type of dashboard below.

Purpose of Real Estate Sales and Inventory Dashboards

Real Estate companies use Sales and Inventory Dashboards to give managers a clear monthly picture of regional sales versus the available stock of properties. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its sales and marketing strategies, and it can reduce the chances that revenues are sub-optimized because of lack of real time insight to property inventory versus sales comparisons.

Example of a Sales and Inventory Dashboard

Here is an example of a Sales and Inventory Dashboard with regional comparisons and KPIs.

Example of a Sales and Inventory Dashboard for Real Estate Companies

Example of a Sales and Inventory Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Sales Executives, CFOs, budget managers and executives.

Other Reports Often Used in Conjunction with Sales and Inventory Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Sales and Inventory Dashboards, along with sales reports, property inventory reports, KPI dashboards, financial statements, annual budget models, sales forecasts 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Regional Sales Dashboard for Real Estate Companies

What is a Regional Sales Dashboard?

Regional Sales Dashboards are considered territory benchmarking tools and are used by executives and sales leaders to compare performance across geographical regions. Some of the main functionality in this type of dashboard is that it provides monthly sales analysis across three perspectives, including: 1) Monthly sales for all territories, 2) Top five regions by sales amount, and 3) Top five regions by unit sales. The dashboard can be refreshed by changing the period parameter. You find an example of this type of dashboard below.

Purpose of Regional Sales Dashboards

Real Estate companies use Regional Sales Dashboards to give managers a clear view of actual to budget and comparative sales figures across regions and/or territories. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and improve sales, and it can reduce the chances that managers don’t make timely decisions for underperforming territories.

Example of a Regional Sales Dashboard

Here is an example of a Regional Sales Dashboard with variance analysis and territory comparisons.

Example of a Regional Sales Dashboard for Real Estate Companies

Example of a Regional Sales Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CFOs, regional sales managers, budget managers and agents.

Other Reports Often Used in Conjunction with Regional Sales Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Regional Sales Dashboards, along with sales reports, KPI dashboards, financial statements, annual budget models, corporate forecasts 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

What is a Project Dashboard for Real Estate Companies?

Project Sales and Inventory Dashboards are considered sales analysis and planning tools and are used by sales executives and project managers to monitor key sales, unit inventory and other metrics for real estate projects. Some of the main functionality in this type of dashboard is that it provides seven different perspectives for analysis, including: 1) Revenues from the top 10 projects with actual and budget comparison, 2) Monthly unit sales trend with actual and budget comparison, 3) Top five projects by month of stock, 4) Available units trend, 5) Sold units trend, 6) Top five projects based on monthly average speed, and 7) Monthly trend in added units. You find an example of this type of dashboard below.

Purpose of Project Dashboards

Real Estate companies use Project Dashboards to give managers a clear picture of sales and inventory for the units in the real estate projects. When used as part of good business practices in Sales and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and grow revenues, and it can reduce the chances that important trends or variances are missed with resulting delay in decision-making.

Example of a Project Dashboard

Here is an example of a Real Estate Project Dashboard with sales and inventory metrics and trends.

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

Example of a Project Sales and Inventory Dashboards for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, project planners, sales managers, agents, project managers, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Project Dashboards

Progressive Sales and Financial Planning and Analysis (FP&A) departments sometimes use several different Project Dashboards, along with project status reports, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial dashboards, forecasts, 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Executive Dashboard for Real Estate Companies

What is an Executive Dashboard for Real Estate Companies?

Executive dashboards are considered decision-support tools and are used by real estate leaders to analyze trends and budget variances for key corporate metrics. Some of the main functionality in this type of KPI report is that it provides eight different analytical perspectives, including: 1) Monthly sales trend with actual and budget comparison, 2) Comparison by status (e.g. cancelled, completed, construction, pre-sales) for real estate projects, 3) Top projects based on months of stock, 4) Available units by state/region, 5) Current year versus prior year sales with actual and budget comparison, 6) Monthly trend in sold units, 7) Top projects ranked by average speed, and 8) Top real estate agents ranked by sales. You find an example of this type of dashboard report below.

Purpose of Executive Dashboards

Real Estate companies use Executive Dashboards to enable easy anywhere, anytime analysis of top real estate metrics. When used as part of good business practices in Executive and Financial Planning and Analysis (FP&A) departments, a company can improve its strategic decisions and financial results, and it can reduce the chances that important tactics are delayed due to lack of real time reporting.

Example of an Executive Dashboard

Here is an example of an Executive Dashboard with monthly trends and actual to budget variances for various real estate KPIs.

Example of an Executive Dashboard for Real Estate Companies

Example of an Executive Dashboard for Real Estate Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives, project planners, financial analysts, budget managers.

Other Reports Often Used in Conjunction with Executive Dashboards

Progressive Executive and Financial Planning and Analysis (FP&A) departments sometimes use several different Executive Dashboards, along with budget and forecast models, sales reports, sales dashboards, profit & loss reports, balance sheets, cash flow statements, KPI dashboards, financial dashboards 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples