DataFreedom delivers a treasure trove of dashboards and templates that bring real estate data to life by surfacing actionable insights and trends. Today, we’re running down two of our most popular templates right now: Deal Manager and Elevate’s Construction Manager (known as Job Cost in Voyager).
Deal Manager Accelerator Template
Yardi’s Deal Manager is a sophisticated tool that simplifies the entire leasing process with customized automation, deal metrics and real-time portfolio information. DataFreedom’s Deal Manager Accelerator Template gathers this data to provide a deeper understanding of your portfolio transactions, trends, and conversation metrics.
With this template, you can:
- Track tenant leases and potential tenants.
- Examine YTD deal results by count, area, and type.
- Identify executed deal trends over the past several years by type.
- See in-progress deals by stage and state.
- Analyze conversion metrics, such as leads to executed rates and average time to sign.
- Leasing activity results and details are also available, including YTD counts, area leased, etc.
DataFreedom also allows you to combine this data with other external data sources, such as Census data, points of interest (POI) data, and social media to deliver an even more impactful view of your deal lifecycle.
Construction Manager/Job Cost Template:
Construction Manager is a relatively new and popular Yardi Elevate module that offers functionality similar to the older Job Cost module. DataFreedom’s Job Cost template allows stakeholders to gain a deeper understanding of their construction budgets, contracts, and billings by analyzing spending across all construction projects, CapEx projects and tenant improvement (TI) expenditures. Users can review actual data to see which properties, jobs, or categories have spent the most and drill down to see the specific details of each expenditure and/or job. The template provides a clear visualization of the status of each job in the system. It is also designed to be fully customizable, allowing you to tailor it to your specific requirements.
With this template, you can:
- Effectively monitor and analyze construction results related to properties, jobs, and categories.
- Analyze prior billed, billed this period and billed to date data.
- Determine which property, job or category has the largest revised budget or contract, the highest or lowest billed to date results, or the biggest changes between the original and revised contract amount.
- Track the life cycle of potential change orders (PCOs) to change orders (COs) to actual spend.
With dozens of turnkey and highly customizable templates and dashboards, DataFreedom provides a deeper view of your Yardi data, leading to powerful management decisions and informed strategic planning.
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