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New KPI
New KPI
Built from constrained blocks; the plain-words preview below the blocks is exactly what the KPI will mean.
Name
Shown wherever the KPI appears. Names are unique.
Numerator, term 1
Metric
Revenue
Operating expenses
NOI
Window
T1 (trailing 1 month)
T3 (trailing 3 months)
T6 (trailing 6 months)
T12 (trailing 12 months)
Annualization
x12 (monthly to annual)
x4 (quarterly to annual)
x2 (half-year to annual)
x1 (no annualization)
Second term (subtracted)
Add a second term, subtracted from the first (all three blocks required together)
Denominator
Current cost basis
Fully funded cost basis
Preferred equity last dollar (current)
Preferred equity last dollar (fully funded)
Loan balance
The snapshot is named in the choice itself.
This KPI reads as
(T3 revenue, annualized x4) over Fully funded cost basis
Property types (none checked = all)
Multifamily
Industrial
Retail
Office
Self-Storage
Single-Family Rental
Build-to-Rent
Other
Display
Deal and property overview pages
Portfolio table column
Export builder field (used from step 17 on)
Active
Create KPI
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