Data & Reporting Dashboards

The brief

Data and Reporting Dashboards pull information from your CRM, accounting, property-management and transaction systems into a single model, so owners and managing brokers can see the state of the business without waiting for a month-end spreadsheet.

Real estate firms make large decisions on thin information: which agents to coach, which buildings need capital, which projects are drifting over budget. A tidy reporting layer is often the highest-return technology investment after security.

Problems this service resolves

• Reports built manually each month and out of date on arrival
• Numbers that disagree between the CRM and the accounting system
• No view of agent productivity beyond closed transactions
• Property performance measured in separate spreadsheets by building
• Executives asking for definitions every time a figure changes

What you receive

1. A defined set of management metrics agreed with leadership
2. Automated data pipelines from source systems
3. Dashboards for pipeline, productivity, occupancy and budget variance
4. Role-based access so each viewer sees only what they should
5. Data dictionary and documentation of every calculation
6. Scheduled board and owner reports

Handling personal information

Real estate files contain identification, income and family details, so Data & Reporting Dashboards is designed around protecting them. We apply least-privilege access, expiring links, encryption and audit logging, and we keep a register of the vendors that touch your data. We are not lawyers and do not offer legal advice; we build the technical controls your counsel specifies.

How Data & Reporting Dashboards works in practice

Every engagement begins with a conversation and a short written findings note. For Data & Reporting Dashboards, we start with A defined set of management metrics agreed with leadership, then agree priorities with you and work through them in stages. The language we use is deliberately plain: if a managing broker, owner or strata council cannot follow a recommendation, we have not explained it well enough. We document each step so the arrangement does not depend on any one person.

How we report

You receive a short monthly report on Data & Reporting Dashboards, written for a reader without a technical background. It covers what we did, what we found and what we recommend next, together with the measures that matter. Measured by report timeliness, reconciliation variances, and adoption by leadership. Quarterly, your advisor meets with leadership to review the roadmap and adjust the budget.

What Data & Reporting Dashboards costs

Data & Reporting Dashboards is priced within our published ranges: managed IT from $89 to $199 per user per month, fixed-scope projects from $2,500, advisory retainers from $1,500 per month and cybersecurity assessments from $1,900. All prices are in Canadian dollars, with 5% GST added. New clients receive a 10% launch discount, contracts are month-to-month and there is no lock-in.

Neutral on vendors, firm on standards

Our recommendations for Data & Reporting Dashboards are independent of any vendor. Common tools include Power BI, Looker Studio, Excel, Yardi and Salesforce, and we will work with whatever you have if it can meet the standard. If it cannot, we describe the trade-offs openly, so you can decide whether to upgrade, replace or accept a documented risk.

Who benefits most

Data & Reporting Dashboards is most valuable to commercial real estate firms, real estate lawyers & conveyancers and property managers, although the underlying disciplines apply across the industry. The common thread is a business that handles large transactions, personal information and short deadlines. If the problem described above, namely reports built manually each month and out of date on arrival, sounds familiar, you are in the right place.

Starting well

The first two weeks of Data & Reporting Dashboards are about discovery and quick wins: inventorying what you have, confirming ownership of accounts and fixing anything urgent. We then present a plan with priorities, effort and cost. Only when you approve it do we proceed to larger changes, so there are no surprises on the invoice or on the day.

Questions and answers

What is Data & Reporting Dashboards?

Management reporting for real estate firms: pipeline, productivity, rent roll, construction budgets and compliance status in one dependable view. It is delivered by ITRE, an IT services and consulting firm for real estate, which means we advise and implement but do not resell hardware for margin.

Do you provide legal advice?

No. We implement the technical controls that your lawyer or compliance officer specifies, and we work comfortably alongside them.

How do you measure success?

We agree measures at the outset and report monthly. Measured by report timeliness, reconciliation variances, and adoption by leadership. Targets are objectives rather than guarantees, and we explain any shortfall.

How much does Data & Reporting Dashboards cost?

Pricing is within our published ranges: managed IT from $89 to $199 per user per month, projects from $2,500, retainers from $1,500 per month and security assessments from $1,900. 5% GST is added; new clients receive a 10% launch discount.

How do we start?

Call (604) 632-4959 or email [email protected] for a free thirty-minute consultation with a senior advisor. We will give you a candid view of priorities and an estimate before you commit to anything.