GracePath Ventures
Property Performance Reporting

Your monthly owner report, built from the exports you already have

Occupancy, rent collection, late and short payments, expenses, NOI and maintenance in one dashboard. Every row is checked before it reaches the totals.

$499 fixed price5 business days deliveryExcel or Google Sheets
Property Performance Reporting dashboard showing occupancy, rent collected, payment exceptions, expenses, NOI and work orders for a sample portfolioReal dashboard · fictional sample portfolio
The problem

Owner reports shouldn't take a weekend

Your property software has the data. Turning it into a clear monthly picture is where the hours go.

Built by hand every month

Rent ledgers, bills and work orders get copied into a spreadsheet and totalled manually before each owner report.

Errors slip into the totals

A duplicated bill, a mistyped date or a unit charged while vacant changes NOI, and nobody notices until an owner asks.

Late payments surface late

Short and late payments are buried in the ledger instead of listed by unit where you can act on them.

See it working

A real working system, not a mock-up

The demo runs on a fictional five-property portfolio. Switch months, open the owner report and review the data checks, or load your own files to try it. Your files stay in your browser and are never uploaded.

50-second walkthrough

Recorded from the live demo, not a slideshow.

  • Switching months recalculates every figure
  • 12 planted data problems caught before calculating
  • Works from CSV or Excel exports with different column names
View Working DemoOne-page offer (PDF)
The $499 setup

What you get, and what you don't

A fixed scope, so you know the price and the deliverables before you pay.

Included

  • Reporting workbook for up to 10 properties, in Excel or Google Sheets
  • Column mapping for your rent ledger, expense and work-order exports from one property-management system
  • Data checks: duplicates, invalid dates, unknown properties, missing amounts, vacant units charged rent
  • Dashboard: occupancy, collection, payment exceptions, expenses, NOI, maintenance, property comparison, six-month trend
  • Branded monthly owner report template
  • Your first report, built from your most recent month
  • 30-minute walkthrough call and a short written how-to
  • One consolidated revision round within 7 days

Not included

  • Live connections to property software (APIs). The workbook runs on exported files.
  • Correcting data in your source system. We flag issues; your team fixes them.
  • Bookkeeping, accounting, tax, legal or investment advice
  • More than 10 properties or a second software system (quoted separately)
  • Preparing the report every month (available as an optional monthly plan)

Assumptions

  • Exports arrive as CSV or Excel with one row per unit per month
  • Your workbook and data stay in your own account
  • GracePath keeps the right to reuse its general templates and tools; you get full use of your configured workbook
Three levels

Start with spreadsheets. Grow into business intelligence.

The same checked data can be delivered three ways. Level 1 is our working $499 product. Levels 2 and 3 are built for you per project; the preview below shows what they include, using the same fictional portfolio.

Level 1 · Essential

Excel or Google Sheets. Data checks, KPIs, trends, property comparison and a monthly owner report. $499 fixed.

Try the working demo →

Level 2 · Professional

Looker Studio. Adds interactive filters, targets and variance, multiple views and a written executive summary, shared by secure link. Can include monthly owner statements for short-term rentals. Quoted per project.

Level 3 · Advanced

Power BI. Adds a proper data model, drill-down from portfolio to unit, NOI bridges and period-over-period analysis, with automated monthly owner reporting. Quoted per project.

Levels 2 and 3: concept preview

A 45-second look at filters, targets, executive summaries, drill-down and NOI bridges, built on our reporting engine with fictional data. Your dashboard is built in Looker Studio or Power BI.

Open the interactive preview
How it works

From request to first report

Request

Send the form below. We reply within one business day to confirm fit, scope and which software you use.

Invoice and exports

You receive a $499 invoice and instructions for exporting your rent ledger, expenses and work orders.

Setup and checks

We map your columns, set up the checks and dashboard, and build your first owner report.

Walkthrough

A 30-minute call to hand over the workbook, then one round of revisions within 7 days.

Questions

Before you request

Which property software does this work with?

Any system that exports rent, expense and work-order data to CSV or Excel. We map your columns during setup. Each setup covers one system; a second system is quoted separately.

Do you need access to my property software?

No. You export the files and share them with us. We don't need your software login.

Where does my data live?

Your workbook lives in your own Google Drive or on your computer. We use your exports only to build and test your setup, and delete our working copies after delivery.

What happens when the data has errors?

Rows with errors, such as duplicates, invalid dates or missing amounts, are held out of the totals and listed with the line number and the problem, so your team can correct them in the source system.

Can you prepare the report for me every month?

Yes, as an optional monthly plan after setup. Ask about it in your request.

Is the demo data real?

No. Every property, unit, payment and vendor in the demo is fictional and was generated for demonstration.

Request your setup

Tell us about your portfolio

We'll reply within one business day to confirm the fit and send your invoice. No payment is taken through this form.

Prefer email or phone?hello@gracepathventures.com(602) 492-6126Mon–Fri 6 AM–6 PM, Sat 6 AM–12 PM (Arizona time)

Request your $499 setup

Use our inquiry form and choose Property Performance Reporting (or mention it in your message). Tell us how many properties you manage and which software you export from.

Open the inquiry form

No payment is taken through the form. We reply within one business day.