Performance Dashboards

Build cash flow forecasting models in Airtable, with tables for assumptions, projections, and actuals. Use formulas and summary fields to calculate metrics and automate updates based on real-time data.

Monitor listing performance using an Airtable base, with tables for properties, metrics, and goals. Integrate with marketing and analytics tools to automate data import and calculate key performance indicators.

Manage sales pipelines and performance in an Airtable base, with tables for deals, stages, and agents. Use filters and views to track progress and automate forecasting and commission calculations.

Create dashboards in Airtable or integrate with BI tools to track portfolio company performance metrics. Use Zapier or Make.com to automatically update data from company reports and tools.

Use Airtable or integrated BI tools to create dashboards for tracking team performance metrics like deal sourcing, due diligence, and portfolio management. Automate data updates using Zapier or Make.com.

Build dashboards in Airtable or integrate with BI tools like Tableau or PowerBI to visualise fund-level KPIs. Use Zapier or Make.com to automate data updates from various sources.

Measure and compare individual and team results in an Airtable base, with tables for agents, metrics, and periods. Use formulas and rollups to calculate scores and automate leaderboard updates and recognition workflows.

Track and analyse appraisal data in an Airtable base, with tables for properties, appraisers, and values. Use filters and views to identify trends and automate reporting to stakeholders.

Gamify sales performance with leaderboards in an Airtable base, with tables for agents, points, and rewards. Use formulas and automations to calculate standings and trigger notifications and incentives.

Build real-time performance dashboards in Airtable or integrate with BI tools to monitor key metrics. Use filters and formulas to create dynamic views and automate data syncing from property management and sales tools.

Compare budgets and actuals in an Airtable base, with tables for categories, periods, and values. Use formulas and rollups to calculate variances and automate alerts for significant discrepancies.