Portfolio at a glance
Occupancy & leased %, 24 months
Oct 2024 → Sep 2026 · selection window shadedPhysical occupancy (units occupied) and leased % (occupied + signed, not yet moved in). Target line at 95%.
Denver metro: communities by occupancy band
click a property or submarketHand-drawn metro grid. Dot size ∝ units; colour = occupancy band for the selected period and unit class.
NOI vs budget by community
variance, % of budget · click to filterNet operating income actual minus budget for the period. Teal = ahead of budget, amber = behind.
Aged receivables by submarket
% of billed rent, end of periodResident balances outstanding, aged from due date. Threshold in the review sheet: 2.0% of billed rent.
Renewals & turnover by unit class
annualisedShare of expiring leases renewed, and move-outs as an annualised % of units.
Work orders by community
top 10 by volume · click to filterMaintenance requests opened in the period, average days to complete, and how many were open more than 7 days at close.
Automated monthly refresh replaces the review sheet
Yardi → dataflow → board, 1st business dayThe sheet the team builds by hand each month, generated instead. Rows are the live selection; flags use the sheet's own thresholds (occupancy < 93%, delinquency > 2.0%, NOI > 3% behind budget, work orders open > 7 days ≥ 5 per month).
Rent roll, aged receivables, GL budget vs actual, lease expirations, work orders — pulled nightly, no re-keying.
Cleans property codes, maps unit classes, applies the sheet's thresholds, writes one tidy table per measure.
One semantic model: property × unit class × month. Same numbers in every tile, every meeting.
Board refreshes on the 1st business day; flagged rows email the portfolio manager automatically.
per month of analyst time pulling Yardi exports, pasting into Excel, reconciling totals; numbers are 10–15 days old by the review meeting.
What this board answers
three questions from the ops teamAsk the data
natural-language Q&A over the model (mock)A typed question answered from the same semantic model that drives the board. Static example; the answer follows your filters.
