Sales Lot Status Dashboard for Real Estate CRM Insights
A Power BI Sales Lot Status Dashboard to centralise and monitor housing project data from a CRM system — providing detailed lot status, buyer tracking, and community performance insights for a Canada-based homebuilder.
Client Overview
A leading Canada-based company focused on designing, building, and selling residential communities across multiple development phases. The company manages a diverse portfolio of projects and communities, serving homebuyers through the entire residential sales journey while overseeing large-scale construction and development operations.
Industry Details
Project Overview
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. Data across communities and phases was fragmented across separate CRM endpoints — each requiring a different authentication token, making consolidated reporting impossible without a custom integration approach.
Client Requirements
- Track lot status across all communities: Sold, Available, Closed, and In Progress.
- Monitor buyer and prospect pipeline by community and phase.
- Consolidate data from multiple CRM endpoints with separate authentication tokens.
- Provide project-level and customer-level insights in a unified dashboard.
- Build year and month trend analysis for sales performance reporting.
- Enable cross-community reporting for leadership decision-making.
- Design multi-level reporting views supporting drill-down from portfolio to lot level.
Technical Stack
Challenges & Solutions
Measurable Results
Implementation Highlights
- Built lot status reporting: Sold, Available, Closed, and In Progress across all communities.
- Wrote custom M Query in Power Query Advanced Editor to authenticate and fetch CRM data per community.
- Appended all community datasets into a unified SQL model for consistent cross-community analysis.
- Designed multi-level reporting views: portfolio, community, phase, buyer, and individual lot.
- Built buyer vs. prospect pipeline tracking to support sales forecasting.
- Created year and month trend analysis for leadership performance reviews.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly and completed the integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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