1. Real Estate ERP
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Explain unit positions, tenant balances and the work awaiting attention.

Overview
Real Estate ERP · Overview

Real Estate ERP dashboard

This quarter

Service requests in view
6
Open
2
Assigned
2
In progress
2

Leases by status

How far records got this quarter

StageReachedStep
Draft46
Review2043%
Active840%
Notice338%

Monthly rent by status

Sample totals per stage

2.0k0
-5000Draft
-6000Review
2.0kActive
-3000Notice
-5000Ended
Example screen with sample data

Questions to answer

Unit Status by Property Grouped

Which units are Available, Reserved, Occupied or Maintenance within each property?

Lease End Dates List

Which agreements have reached their end date, and what action should Property Manager take?

Rent Charge Calendar List

Which monthly rent periods have charges, and when are those amounts due?

Tenant Charge Balances Grouped

What remains on Posted charges after eligible allocations funded by Confirmed receipts?

Unallocated Tenant Receipts List

Which Confirmed payments still have money available to match to a charge?

Service Work by Assignee Grouped

Which requests are Open or Assigned, and which are still in progress for each staff member?

Buyer Booking Register List

Which reservations have reached Contracted, Completed or Cancelled, and what deposit amount belongs to each case?

Development Submission Outcomes List

What result and reason were recorded against a project submission, and who submitted it?

Set up Real Estate ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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