Sales Lot Status Dashboard for Real Estate CRM Insights
A Sales Lot Status Dashboard to centralize and monitor housing project data from the client’s CRM system. The dashboard provides a detailed view of lots built by the company, their current status (sold, available, closed), buyer/prospect tracking, and performance trends over time. By consolidating data across multiple projects and communities, the dashboard enabled leadership to evaluate sales performance, monitor customer pipeline, and manage housing inventory efficiently.
Client Overview
The client is a Canada-based homebuilding company that designs, builds, and sells residential communities. They required a CRM-driven dashboard to monitor lot status, customer pipeline, and community performance across multiple phases of construction and sales.
Technical Stack
Industry
"Residential Construction & Real Estate Development "
Region
Canada
Project-size
Non-Disclosable
Implementation Highlights
Built lot status reporting: Sold, Available, Closed, and In Progress.
Added drill-down views by community, phase, and project.
Integrated buyer and prospect tracking to monitor sales pipeline and customer behavior.
Created trend analysis for yearly and monthly lot sales.
Designed inventory insights to identify available lots across different communities.
Consolidated data from authenticated Builder Lynx endpoints into SQL for consistent reporting.
Challenges & Solutions
Site Map data required an authentication token for each endpoint (different user, name, and code).
Solution: Wrote a custom M Query in Power Query Advanced Editor to authenticate and fetch data across multiple communities.
Different communities and phases were fragmented across separate endpoints.
Solution: Appended all datasets into a unified SQL model for seamless analysis in Power BI.
Management needed both project-level and customer-level insights.
Solution: Designed multi-level reporting views for lot status, buyer/prospect pipeline, and sales trends.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Provided real-time visibility into lot inventory and sales performance.
- Enabled leadership to track buyer vs. prospect pipeline for better sales forecasting.
- Simplified cross-community reporting by unifying multiple data sources.
- Reduced manual effort in reconciling CRM data across phases and projects.
- Improved decision-making for sales and marketing teams with year/month trend insights.
Key Learnings & Next Steps
- API-based CRM data requires robust authentication handling for automation.
- Consolidating multiple community and phase datasets enables holistic reporting.
- Extend dashboard with geospatial mapping of communities for site-level performance.
- Introduce predictive analytics for forecasting lot sales and buyer conversion rates.
