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Power BI solutions for real estate

Sales office spreadsheets, installment records in accounting and site costs tell different stories about the same project. We combine project, sales, collection and leasing data in one reliable structure.

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Common challenges

Sales tracked in Excel

Sold, reserved and available units are tracked in spreadsheets owned by different teams.

Cash flow uncertainty

Due and overdue installments can’t be seen alongside cash needs per project.

Budget overruns

Cost and progress payment data is consolidated late, so overruns aren’t caught early.

Reports we build

Sales and inventory

Sold and available units
Sales by project and block
Price per square meter

Collections and cash flow

Due and overdue installments
Collection rate
Cash flow projection

Project cost and budget

Budget vs. actual cost
Progress payment tracking
Variance by work item

Leasing and occupancy

Occupancy rate
Rental income
Lease expiry schedule

Sales team and CRM

Leads and visits
Conversion rate
Sales rep performance

Executive summary

Project portfolio status
Total revenue and collections
Critical alerts

Typical data sources

ERP and accounting
CRM
Sales office Excel files
Progress payment and project management systems
Lease and facility management software

Frequently asked questions

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Can we monitor multiple projects in one report?

Yes. We bring all projects into a shared model; leadership sees the portfolio summary while project teams drill into their own project details.

What if our sales team keeps using Excel?

During the transition, Excel files based on standard templates can be loaded into the model automatically. Over time we can plan for data to come from CRM or ERP.

Let’s talk about what your data can do

In a short intro call we’ll listen to your needs and work out together where it makes sense to start with Power BI. The call is free.

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