Creating Owner Analytics Dashboards

THIS IS STILL IN BETA

Owner Analytics allows you to efficiently generate, customize, and manage professional performance dashboards for your property owners. This centralized tool replaces manual performance report compilation, saves time, and ensures standardized, professional data presentation.

Owner Analytics Landing Page

The "Owner Analytics" landing page serves as your central hub for tracking and managing all existing owner dashboards. Navigate to the Owner Analytics page from the Portfolio Analytics dropdown in the header.

Viewing and Managing Dashboards

Users can view all existing owner dashboards with the following details displayed:

1. Owner Name
   
2. Email Address
   
3. Listings (Number of properties included)
   
4. Created On
   
5. Actions (View, Edit, Archive)
   

Use the Search bar to locate a dashboard by Owner Name, Email, or Listing Name. You also have the option to view/hide archived dashboards.

You can also set up performance goals for your listings. 

Note:

1. Only “Revenue Goals” are relevant for Owner Analytics. 
   
2. Goals set up in Report Builder are carried over to Owner Analytics and vice versa.
   
   

Creating a New Owner Dashboard

The creation flow guides you through selecting properties and setting up the dashboard's basic information.

1. Click the Create New Dashboard button.
   
2. Use the available filters (e.g., tags, groups) to narrow down your listing portfolio.
   
   
3. Enter Owner Details
   
1. Enter the Owner Name.
   
2. Enter the Owner’s Email Address.
   
3. Select the listings from the filtered set to include in the dashboard, then click Create.
   
   

Note: 

1. If a property has associated child listings, ensure all relevant child listings are selected to provide the complete property performance.
   
2. You may select up to 10 listings per Owner Dashboard.
   
3. The maximum number of Owner Analytics Dashboards you can create equals the total number of active listings you have in Dynamic Pricing.
   

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