The KPI Summary Report provides key performance indicators for your property portfolio — including properties won and lost, vacancy status, ownership breakdown, tenancy counts, and rent metrics. You can compare two time periods to track operational trends.
How to Access the KPI Summary Report
Navigate to Reporting from the main menu.
Select General.
Scroll to KPI Summary Report under the Performance section.
Period Comparison
The report allows you to compare two periods side by side. Past period data reflects the state at the end of that period — changes that occurred after the selected timeframe are not captured. For current periods, the report updates dynamically each time you run it.
Report Metrics
Won and Lost — number of property managements and tenancies won and lost during the selected period.
Total Number of Properties — count of all active properties in your portfolio.
Number of Properties by Usage — breakdown by Commercial, Residential, or Mixed usage.
Number of Properties by Usage and Types — further breakdown by customisable property types within each usage group.
Vacant Properties — properties without active tenancies during the reported period.
Number of Owners of Active Properties — unique owner contacts linked to active properties.
Breakdown of Owners by Number of Properties — distribution of properties across owners.
Median Properties per Owner — middle value in the total property ownership list, unaffected by extreme outliers.
Average Properties per Owner — mean number of properties per owner.
Number of Tenancies — all tenancies including current, future, expired, or cancelled (excluding archived).
Annual Net Rent — total annual rent from all active tenancies.
Average Net Rent per Tenancy — net rent divided across tenancies, shown in monthly or weekly format.
How Vacant Properties Are Determined
A property is considered Vacant when it has no lease, or when its lease has a current term that is cancelled, vacated in the past, or expired with either a cancelled or rolling past term.
A property is not considered Vacant when the lease is in a current term that is rolling, holding over, or vacating in the future.
Note: If a property has multiple leases, all leases are checked against the above rules to determine vacancy status.
In North America, "Tenancies" are referred to as "Leases" and "Arrears" as "Delinquency". For more information on regional terminology, see our Glossary of Regional Terminology.