KPI Summary Report

  • Updated

For those in the Asia-Pacific and Europe regions, you'll recognize the terms "Arrears" and "Tenancies." Meanwhile, our North American customers will be more familiar with "Delinquency" and "Leases." To understand the regional terminology distinctions in detail, please visit our Glossary of Regional Terminology.


The KPI Summary Report offers a wealth of insights, presenting key performance indicators that shed light on your operational efficiency. This article guides you through the process of accessing this report and interpreting its detailed analyses to bolster informed decision-making.


How to Access the KPI Summary Report

Here’s the simple pathway to find and access the KPI Summary Report:

  1. Navigate to Reports from the main menu.
  2. Head to the General Reports tab.
  3. Locate KPI Summary Report within the performance banner.


Understanding the Period Comparison Feature

Comparing performance across two different periods is a powerful feature of the KPI Summary Report. This comparative view is vital for tracking your property management’s progression or pinpointing emerging trends over time. Be mindful that past period data is presented as it stood at that period's conclusion. Post-period changes aren't captured if they happened after the selected timeframe.


Insights from Real-Time Data for Current Periods

If you're analyzing an ongoing period, rest assured that the KPI Summary Report reflects the latest information. As changes occur within the system, the report dynamically updates to present the most up-to-date stats the next time you run it.


Digging into the Report Metrics

Let's explore what the metrics on the KPI Summary Report reveal:

  • Won and Lost: Tallies the number of property managements and tenancies Won and Lost within the selected period.
  • Total Number of Properties: Gives you a quick count of all active properties in your portfolio.
  • Number of Properties by Usage: Numerically categorizes your properties into Commercial, Residential, or Mixed usage, displaying only the groups with presence.
  • Number of Properties by Usage and Types: Further dissects your portfolio by usage, then by various customizable property types, for a more detailed overview.
  • Vacant Properties: Shows properties without active tenancies during the reported timeframe as vacant.
  • Number of Owners of Active Properties: Indicates unique owner contacts linked to active properties.
  • Breakdown of Owners by Number of Properties: Sheds light on how properties are distributed among your owners.
  • Median Properties per Owner: This metric finds the middle value in the total property ownership list, providing a figure untouched by far-reaching outliers.
  • Average Properties per Owner: Calculates the average amount of owned properties across all your owners to present a mean figure.
  • Number of Tenancies: Accounts for all varieties of tenancies, including current, future, expired, or cancelled, barring archived ones.
  • Annual Net Rent: Summarizes the total annual rent accumulated from all ongoing, active tenancies.
  • Average Net Rent per Tenancy: This metric divides the net rent across tenancies to offer an average, customized to monthly or weekly formats as required.

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Armed with the insights from the KPI Summary Report, you're well-placed to keep a finger on the pulse of your property management's operational standing. This report is a cornerstone for strategic business planning and can play a crucial role in shaping your property management decisions.

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