Advocate IIReal Estate client reporting dashboard
Real Estate Broker - Improved Reporting to Clients
Read more about this dashboard in our article.
WHO
We sell expensive properties (+800'000 €) in Belgium. Our clients trust us to take care of the whole sales process. An important aspect here is to periodically report the actions we undertook to sell the property. Before we discovered Power BI, all of this was done in Word.
GOAL
Improve reporting to the owners of the properties.
HOW
We decided to design a data model with dashboard in Power BI. The owners now have access to this dashboard and see at anytime how the sale of their house is going.
DATA SOURCES
- Our ERP (information on the listings + visits in person)
- Google Analytics (visits to our website)
- Facebook (where we run marketing campaigns)
- Multiple other real estate websites that list our properties (to see the views)
- Excel sheet (for offline events e.g., publication in magazine)
THE DASHBOARD
Every owner receives his own dashboard, the data is filtered only for his property.
Overview - Here the owner sees some basic information on his property as well as a map with the location
Views - Shows the impact of the multi-channel marketing and the views for the property online as well as offline events
Visitors - By law we need to let the owner know who came to visit his property. We also created a persona of the visitor online
You as a data-driven person and owner of a nice house on sale, would you like to receive reporting like this?
Let us know what you think.
