
Keystone Portfolio Dashboard
Not just a glow-up. The Keystone Dashboard is the most cost-effective starting point for intelligent portfolio management.
3-5 years of your FYE reports and your REO become a robust tool you will use all year long. We upload monthly or quarterly reports, refresh your results and generate mapped reports for investors or stakeholders.
Suddenly you can see performance. YOY trends, lifecycle tracking, rent rolls, cash and reserve balances, and even REO oversight, all in one lovely dynamic tool. Instead of 11 excel workbooks. Focus on decisions and action items instead. We have a workflow app for that!
THIS IS TO SCHEDULE OR PURCHASE YOUR FIRST SESSION TOWARDS THE KEYSTONE DASHBOARD
Other Delights
We offer an entire library of dashboards, trackers, and apps available as managed solutions.
What's a managed solution, you ask? You purchase it like any other app. Because you already have Microsoft, you have native compatibility and the option to connect to your SharePoint. You get enterprise-grade functionality without needing IT expertise or dedicated staff to keep everything running smoothly.
AI Strategy / Roadmap (Living Document)
Arrow Action Tracker
Asset Management Plan (Living Document)
Cap Needs + Reserves Tracker
Closing Binder Extraction
Deal Book (by property)
Development Pipeline
Insurance + SOV Dashboard
Keystone Portfolio Dashboard
RE Tax Tracker
Readiness Assessment
Revenue and Occupancy Tracker
SOPs (Living Document)
Subsidy Contracts + Renewals
Technical Debt
Utility Usage and Procurement
Waterfall and Cashflow Forecast
This is the first hands-on session to build the Keystone Portfolio Dashboard. Full pricing is typically provided after this session.
These sessions are for anything related to working on custom dashboards or trackers.
Also used for teams onboarding and setting up our pre-packaged solutions.