1. Real Estate Investment Tracker
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read instruction status, property cash flow and unresolved evidence from linked records.

Overview
Real Estate Investment Tracker · Overview

Real Estate Investment Tracker dashboard

This quarter

Execution evidence in view
6
Total line number
1,640
Pending
6
Occurred at in 14 days
4

Property cash flows by status

How far records got this quarter

StageReachedStep
Draft29
Submitted621%
Approved350%
Rejected133%

Net cash USD by status

Sample totals per stage

2.0k0
0Draft
-4000Submitted
-6000Approved
2.0kRejected
2.0kCompleted
Example screen with sample data

More reports

Instruction lifecycle List

Compare instructions by organization, owner, counterparty and status.

Requested exposure List

Sum requested amounts by organization and instruction status.

Snapshot cash flows List

Compare net cash by property, occurrence date, forecast scenario and review status.

Provider execution List

Compare executed quantities, prices and fees across verified evidence.

Review decisions List

Review decisions by reviewer, source revision and decision date.

Unresolved operations List

List failed or pending receipts by action, expected revision and parent instruction.

Counterparty activity List

Compare linked instruction counts by counterparty and organization.

Evidence coverage List

Compare each instruction's attachment, execution evidence and review decision counts.

Set up Real Estate Investment Tracker your way.

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

How to get started