Reporting & Dashboards · Real Estate

Reporting & Dashboards for Real Estate

Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.

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Why real estate businesses choose this

Reporting & Dashboards built for real estate

Real estate agencies and property managers lose deals and landlord trust when lead follow-up is slow, maintenance coordination is messy, and monthly reporting takes hours to compile. Most of this work — portal enquiry responses, inspection scheduling, rent arrears chasing, and landlord reports — follows repeatable patterns ideal for automation inside Microsoft 365.

Respond to portal enquiries within minutes instead of hours

Automate landlord reports and save 5-8 hours per month

Reduce maintenance coordination time by 60% with automated routing

How it works

What we actually build and deliver

We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.

The problem

What is slowing real estate businesses down

Manual follow-up killing lead conversion

Enquiries come in from portals, email, and social. Without automated follow-up, leads go cold before anyone calls them back.

Maintenance and inspection coordination is chaos

Property managers juggle tradesperson bookings, tenant comms, and inspection scheduling across email and phone. Nothing is tracked properly.

Reporting to landlords takes hours every month

Pulling together rent arrears, maintenance status, and occupancy data into a landlord report is a manual, time-consuming process.

What we build

Reporting & Dashboards use cases for real estate

Portfolio occupancy and arrears dashboard

Maintenance SLA and spend tracking

Monthly landlord performance reports (automated delivery)

FAQ

Common questions

What data sources can you connect to?

Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.

How often does the data refresh?

Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.

Can different teams see different dashboards?

Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.

Can this connect to our property management software (e.g. Palace, PropertyMe, Console)?

Yes. We connect via API, email triggers, or webhooks depending on what your software supports.

Can we automate the landlord report itself?

Yes. Power Automate can pull data, populate a Word or PDF template, and email it to landlords on a schedule — zero manual effort.

How long does a typical project take?

2 to 4 weeks from scoping call to live handover, depending on complexity.

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Ready to automate your real estate business?

We will scope the work, provide a fixed price, and you decide. No obligation.

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