Integrations Hub
Yardi KPI Dashboard & Reporting Automation
Automate portfolio-level KPI reporting from Yardi Voyager or Yardi Breeze without expensive BI projects.
System Strengths
The Industry Standard for Accounting
Yardi is the undisputed leader in property management database systems for a reason. Its general ledger is bulletproof, its audit trails are comprehensive, and its database schema can handle massive complex portfolios spanning thousands of units.
For back-office accounting, lease management, and financial control, Yardi provides unmatched depth. Operators choose it because it is robust, stable, and trusted by institutional capital.
The Reporting Gap
The Overhead of Cross-Property Rollups
While Yardi's accounting is outstanding, extracting daily operating insights across multiple properties or third-party managers remains a complex manual process. Natively rolling up property data often requires setting up Yardi Data Connect and building custom schemas inside Power BI or Tableau.
This creates a steep learning curve and constant maintenance overhead. If you want a simple, daily dashboard showcasing renewal velocity, leasing traffic, or budget variances, you are forced to choose between a multi-month custom business intelligence build or exporting raw data to Excel sheets manually every single week.
What We Pull from Yardi
Dynamic KPIs establishes a secure, read-only sync to pull key operational metrics automatically:
Rent Roll & Leases
Lease start dates, expirations, and signed renewals to calculate forward occupancy.
Receivables & Delinquency
Live aging balances to flag properties showing payment hiccups on day 5.
Leasing Traffic
Guest cards, visits, and applications to monitor top-of-funnel velocity.
Actual vs. Budget Financials
Operating expenses and gross potential rent variances pulled directly from Yardi's GL.
Renewal Decisions
Daily tracking of notices to vacate vs. signed renewals to isolate occupancy velocity.
Delinquency Aging
Unpaid balance trends normalized across all properties to catch collections issues.
Translating Yardi Data into Daily Action
Instead of wading through hundreds of Yardi report pages at the end of the month, Dynamic KPIs alerts you to exceptions daily. If leasing traffic at your Voyager assets falls below baseline, or delinquency spikes on a Breeze-managed property, you know immediately. You can catch variances when they happen and protect your valuation.
Step-by-Step Setup Process
Our onboarding process is structured to be completely friction-free, typically taking between one and three weeks depending on operator response times.
Operator Coordination
We work directly with your property management company to get secure, read-only access to your Yardi data.
Set Up Data Pull
Our engineering team configures the secure daily data ingestion pipeline.
Calibration Period
We audit and calibrate the daily metrics to ensure absolute alignment with your historical financials.
Go Live
Access your new daily operational dashboards, adding absolute zero overhead to site staff.
Is This Right for Your Portfolio?
If your property management teams run on Yardi, but your executive team spends too much time manually consolidating Excel spreadsheets or struggling to construct custom Power BI reports, Dynamic KPIs is built for you. We provide institutional-grade visibility for portfolios of 200 to 20,000 doors without the massive overhead of hiring dedicated database administrators.
Automate your Yardi portfolio reporting today
See how easily we can construct a unified Yardi KPI dashboard. Schedule your live demo today.