Our templates

Profit & Loss

Get real-time insights into your financial performance, identify trends, and make data-driven decisions. Streamline your financial analysis and stay ahead of the market with clear, actionable insights.

Dashboard displaying profit and loss data with pie charts, bar graphs, and a list of property categories, showing income, expenses, and gain/loss metrics.

Box Score

Tailored for the dynamic real estate market, this tool helps you track and manage potential clients effectively. From initial contact to closing, streamline your sales process, enhance client engagement, and boost your conversion rates. Ideal for real estate companies looking to expand their client base and increase sales.

Dashboard showing prospect pipeline with metrics including return visit rate of 8.8%, apply rate of 23.7%, close rate of 43.8%, and a bar chart of lease signings by agent. A section displays daily new prospects for Monday through Sunday. An application source table lists submitted applications, lease signs, and close rates. A table at the bottom details prospects by agent, including total prospects, conversions, submitted applications, lost prospects, and close rates.

Aged Receivables

Tailored for real estate companies, this tool offers a comprehensive view of outstanding payments, helping you prioritize collections and maintain healthy cash flow. Stay on top of your receivables, reduce financial risk, and enhance your financial stability with effortless visibility.

Dashboard displaying data on aged receivables, including a stacked bar graph showing receivable amounts over time, a pie chart illustrating charge types, and a table listing property accounts with outstanding balances.

Delinquency

This dashboard not only highlights tenant delinquencies but also offers deep insights into the sources of delinquency – be it by property, tenant, charge type, or age of charges. Gain a comprehensive understanding of where and why delinquencies occur, enabling you to take targeted actions to mitigate risks, preserve property value, and maintain a consistent revenue stream. This tool is an essential asset for proactive financial management and maintaining a healthy portfolio.

Business dashboard displaying property delinquency data, with charts showing charges, delinquency, and trends over 12 months.

Service Issues

Keep track of maintenance requests, service issues, and resolution timelines efficiently. This dashboard helps real estate companies ensure tenant satisfaction, maintain property conditions, and optimize operational efficiency. Stay ahead of maintenance needs and maximize efficiency of your in-house or out-sourced tech.

Dashboard displaying service issues with filters, summary statistics, issues by user, category, and priority, including pie chart, and a list of issues with details such as date opened, priority, status, assigned user, due date, age, and hours.

Mobile Home Inventory

Tailored specifically for the unique needs of the mobile home sector, this dashboard provides a real-time, comprehensive breakdown of your inventory statuses. Easily track and manage various categories such as occupied, vacant, under repair, or up for sale units. Ideal for staying ahead in the fast-paced mobile home market, our dashboard simplifies portfolio management and boosts operational efficiency.

A digital dashboard displaying charts and tables about housing units. There are two donut charts, one showing 6,767 units total with occupied, vacant, and empty units, and another showing 544 units as vacant with categories like needs renovation or move-in ready. Below, a table lists units with their status, unit number, days in service, and details, with some units marked as occupied and others as vacant.

Map of Properties

Designed to cater to the dynamic needs of real estate professionals, this dashboard offers an intuitive map view of all your properties. Drill down into specific regions, filter properties by various criteria such as type, group, or occupancy status, and gain immediate insights. Seamlessly integrated with RMX, each property on the map has a link to take you straight into Rent Manager.

Map of Cincinnati with property markers and a table listing property details such as address, manager, property type, and occupied unit count.

Budget Comparison

Streamline your real estate financial management with our intuitive Budget vs. Actual Dashboard. This tool offers a clear, real-time view of your financial performance, comparing your budgeted projections with actual results. It's the perfect solution for maintaining financial accuracy and optimal resource allocation in every project. With this dashboard, make smarter decisions, keep a firm handle on your financial status, and propel your real estate business towards sustained growth with confidence and ease.

A financial report displays a budget comparison with bar charts showing actual versus budget expenditures over months from June 2023 to November 2023. Top-level accounts are listed on the left, and sub-accounts are detailed on the right. The charts compare budgeted amounts with actual spending, using black for budget and blue for actuals.

MH Inventory Lifecycle

Our "Inventory Life Cycle" dashboard template is an essential tool for real estate companies specializing in the manufactured housing industry. This comprehensive and meticulously designed template provides a seamless overview of your inventory's journey, from preparation to sale. It meticulously tracks and displays prep times, sale times, and a detailed history of each property in your portfolio, offering invaluable insights into the efficiency and effectiveness of your operations. Whether you're looking to optimize your inventory turnover, enhance your property preparation processes, or gain a deeper understanding of your sales cycle, our dashboard template is tailored to meet the unique needs of the manufactured housing sector.

A line graph showing average prep time and market time from February 2023 to February 2024, along with bar charts of real estate transaction events such as arrived, acquired, bought, prepped, leased, sold, and demolished for each month, and a stacked area chart displaying real estate home status trends including future demo, needs renovated, on order, needs assessment, under construction, move-in ready, and occupied.

Occupancy

Introducing our leasing dashboard template, a powerful tool designed to transform the way real estate businesses manage their leasing operations. Tailored specifically for property management professionals, this dashboard offers real-time insights into move-ins, move-outs, and occupancy rates over time. By visualizing these critical metrics in an intuitive and accessible format, our template enables you to monitor the health of your portfolio at a glance and make informed decisions to maximize occupancy and minimize vacancies.

A leasing dashboard showing property occupancy and vacancy in a real estate management system, with graphs, tables, and filters for date range, property type, and location.

Utility Recapture

Our Profit & Loss dashboard can be modified/filtered to show you your utility accounts which turns it into a utility recapture dashboard! By tracking and analyzing energy usage in real time, you can identify inefficiencies, reduce waste, and recapture costs that might be slipping through the cracks. This powerful tool puts the control in your hands, offering detailed insights and actionable data to optimize utility spending and drive sustainable savings.

Screenshot of a profit and loss dashboard showing income, expense, and gain/loss figures, with pie and bar charts, and a property list with checkboxes.

Prospect Breakdown

Take control of your sales pipeline with our Prospect Breakdown Dashboard. Track the progress of every lead with real-time visibility into statuses, stages, and interest levels, all in one place. Effortlessly filter through prospects to focus on those most likely to convert, while gaining valuable insights into engagement and next steps. This dashboard gives you the power to optimize follow-ups, prioritize high-potential opportunities, and drive better results.

Real estate prospect dashboard showing prospect status, property type, manager, state, group, prospect stage, screening status, leasing agent, and interest level. Includes pie charts for prospect stage and lead source, bar chart for leasing agents, and a detailed table of prospects with property, stage, contact, screening status, status, comments, and interest level.

Violations

Effortlessly track and manage property violations with our Violations Dashboard, designed specifically for real estate companies. Gain real-time insights, filter violations by status, property, or severity, and ensure timely resolutions—all in one place. Stop letting fines and compliance risks pile up—take control with a streamlined, data-driven approach to violations management. Stay compliant, reduce risk, and protect your bottom line.

A digital dashboard showing violations data with charts, filters, and a table of violations, including property details, violation stages, and resolution actions.

Prospect Pipeline

Stop losing valuable leads and start closing more deals with our Prospect Pipeline dashboard. Identify exactly where prospects drop off, analyze key performance metrics, and fine-tune your strategy for better results. With clear, actionable insights at every stage of your funnel, you'll turn more inquiries into leases and sales. Don’t let leads slip away—turn insights into revenue!

Excel spreadsheet titled Prospect Pipeline showing sales funnel and prospect data from January 2020 to December 2020, including property type, leasing agent, group, and properties, with charts illustrating monthly activity and a list of property contacts.

Lease Renewals

Stay ahead of lease expirations with our Lease Renewals Dashboard—built for busy property management teams. Get instant visibility into upcoming renewals, filter by property, lease end date, or tenant status, and never miss a critical deadline again. Streamline communication, reduce vacancy risk, and keep occupancy high with proactive, data-driven lease management. Make renewals easy, efficient, and profitable—all from one powerful dashboard.

Dashboard titled 'Lease Renewals' showing statistics, a bar chart of expiring leases per month for 2021, a table of properties with renewal statuses, and lease details for tenants including unit information and notice dates.

More coming soon…