Executive Insights Dashboard – EliseAI

Your Executive Insights Dashboard provides a bird's‑eye view of portfolio health across leasing and resident operations.

The dashboard is live for all clients except for users with owner roles.

Overview

Use the Executive Insights dashboard to:

Assess general trends and specific metrics across all your properties.
Identify needs for low-performing properties.
Gain actionable insights on specific domains such as leasing, delinquency, and renewals.

■ To access the Executive Insights dashboard...

Navigate to the Reports tab in the AI Portal's left sidebar.

You can also find it via search: press Cmd+K (Mac) / Ctrl+K (Windows), or click Search at the top of the sidebar.

If you do not see this option, contact your org admin to review your user role and permissions.

To view the report's Last Updated Time, hover your mouse over the Clock Icon in the dashboard's top right corner.

Permissions

The following permissions are required to view your Executive Insights Dashboard.

Permission Name	View	Add	Edit	Delete
Admin > Exec Insights Report	✓	N/A	N/A	N/A

The following permissions are required to configure your Executive Insights Settings at the property level. See the Dashboard Settings section for more information.

Permission Name	View	Add	Edit	Delete
Admin > Exec Insights Report	✓	N/A	✓	N/A

The following permissions are required to configure your Executive Insights Settings at the organization level. See the Dashboard Settings section for more information.

Permission Name	View	Add	Edit	Delete
Admin > Exec Insights Report	✓	N/A	✓	N/A
Admin > Exec Insights Org Defaults	N/A	N/A	✓	N/A

Update permissions in your AI Portal's Users > Manage Users page. See the Set Up and Invite Users article for instructions.

Dashboard View

Use the report's Dashboard View to measure portfolio health.

Use the subtabs at the top left to view data by:

Individual Property
Property Group
U.S. State

Set the report's date range using the Calendar dropdown.

Portfolio Distribution

The Dashboard's Portfolio Score Distribution section sorts properties, groups, or states into three performance categories:

🟢 Strong

🟡 Average

🔴 Needs Attention

Click on a category to view a list of included properties along with individual scores.

Click on a property to view its metrics breakdown. This displays:

Scores for specific domains (Leasing, Maintenance, and so on), where applicable.
Leasing and resident metrics for the property.

Return to the main dashboard by clicking the Reset Filters at the top of the left sidebar.

Metrics

Below the score distribution, the dashboard's Metrics section tracks specific property, leasing, and resident metrics.

The page sorts metrics by domain, such as property, leasing, and maintenance.

Hover over a metric name to view its definition tooltip, which explains how the metric is calculated.

Configure your Settings to:

Add or remove metrics
Enable metrics for scoring

See the Dashboard Settings section for instructions.

Metrics enabled for scoring are color-coded using the same system as property performance scores:

🟢 Best

🟡 Average

🔴 Needs Attention

Metrics also display a percentage change from the previous equivalent timeframe, when applicable.

For instance, your report is set to December. The Leasing Automation Rate displays + 1.0%
This means that your leasing automation rate increased by one percent from November to December.
This change is displayed by a percentage in the metric's VS PRIOR column.

Metric Details

Click on a metric to view its details page.

The details page includes the following items:

Current Metric Value
Benchmarks: These are criteria for metric scores.
- For instance, a Leasing Automation Rate of 91.7% is marked as Best because it exceeds the ≥ 80% threshold.
- See the Dashboard Settings section for instructions on setting benchmarks.
Metric Definition
Action Items: This section offers actions you can take to improve the performance metric.
- For instance, to boost your Leasing Automation Rate, you can keep property knowledge up to date, encourage agents to let EliseAI run autonomously, and review early agent takeover rates.

Click the Trend tab to view performance over the current selected period and the previous equivalent period.

Click the Drill In tab to view a metric breakdown by property.

Table Breakdown View

Click the Table Breakdown tab at the top of the page to view a detailed list of scores and metrics.

Use this page to:

View a property's performance across multiple domains
Compare performance across properties

Toggle between two views using the Summary / Metrics switch.

Summary View: Displays overall scores for each domain, such as Leasing and Delinquency
Metric View: Displays specific metrics, such as Message Response Time and Lease Signed Rate

You can view the breakdown by Property, Group, or U.S. State.

By default, the page ranks properties by their Overall scores. Click on a header to rank properties by the associated score or metric.

Click a property in the list to view its metrics breakdown. This displays:

Scores for specific domains (Leasing, Maintenance, and so on), where applicable.
Leasing and resident metrics for the property.

Return to the main Breakdown View by clicking the Table Breakdown tab at the top of the page.

Dashboard Settings

Click the Settings tab at the top of the page to configure your Dashboard's Settings.

Use the Org Default Settings page to set organization defaults. Or, select a property in the left sidebar to create property-specific settings.

Please note that:

Default Benchmark Settings apply to all your properties UNLESS you set up property-specific overrides.
Organization settings and property settings have separate edit permissions. See this article's Permissions Section for details.

Metric Visibility

Enable or disable metric visibility on your Dashboard by toggling each metric's Visible switch.

Metric Scoring and Thresholds

Enable or disable metric scoring on your Dashboard by toggling each metric's Enabled for Scoring switch.

Set Thresholds for each metric in the Top Performing Threshold and Low Performing Threshold fields. These thresholds serve as the criteria for each metric's score. This is your opportunity to define what "good" means for your organization or property.

The right side of each metrics panel displays the thresholds for each score. This display updates live as you change individual thresholds.

All threshold fields are prefilled with EliseAI's suggestions. Please feel free to change the values as needed.

Click Save Settings at the top right of the page to save any updates.

Metric Weights

Set Weights for each metric in the Metric Weight (%) field. This determines a metric's impact on a domain score. Use this field to emphasize the metrics that matter most to your organization or property.

For instance, an org's Renewals Metrics use the following weights:

Renewal Rate: 60%
Time to Renewal Resolution: 20%
Time to Complete Renewal: 20%

This means that Renewal Rate determines 60 percent of the score, and the two other metrics determine 40 percent of the score.

The sum of a domain's metric scores must equal 100%. The percentage bar above each domain's settings tracks total domain weight. If this does not equal 100%, you must make necessary adjustments before you can save your Benchmark Settings.

Export CSV

Click ↓ Export in the Dashboard's top right corner to export a CSV of your Executive Insights data.

Using The Dashboard Effectively

For Portfolio Leaders

Start on Dashboard View for a quick health check and to prioritize the Needs Attention group.
Track trends to determine if actions are improving outcomes over time.
Export CSVs to support board updates and operating reviews.

For Regional Managers

Use the Breakdown View to compare properties in your region and identify outliers.
Filter by State or Market to focus analysis and determine regional best practices.

For Executives

Review portfolio trends and KPIs aligned to organization goals
Use this information to guide resource allocation and strategy.

General Best Practices

Review the Dashboard weekly to catch issues early and measure your progress.
Customize thresholds and weights to reflect your targets and strategy.
Compare time periods (MoM, YoY) to contextualize changes.
Drill down on metrics to view contributing properties and data.
Export CSVs for ad‑hoc analysis or executive presentations.

Frequently Asked Questions

Why don't I see Executive Insights in my Reports menu?

Your user permissions may prevent you from viewing the Executive Insights Dashboard. Ask your org admin to update your user permissions. See this article's Permissions Section for more information.

How fresh is the data?

Data refreshes automatically throughout the day.