Documentation/Using the platform

Budgets, goals & alerts

Compare performance against budget, set goals for the metrics that matter, and email the right people when a property hits or misses them.

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  1. Budgets
  2. Goals
  3. Goal alerts

Budgets tell you what a property was expected to do. Goals set the targets you want to track week to week. Alerts tell the right people when a property hits or misses one.

Ask your administrator

Budgets are uploaded, and goals and alerts are managed, in the Admin section of the menu, which only Administrators can reach. Once set up, everyone can see budget and goal figures in reports and dashboards.

Budgets

Budgets are uploaded as financial imports in Admin → Manage integrations. They then appear as Budget data in Finance sheets. For budget-to-actual reporting, add an Accrual column and use Versus → Budget, or start from the Library's budget-to-actual report. See Financials.

Goals

Set up goals

  1. Go to Admin → Manage goals.
  2. Build a goal template for the properties and metrics you want to track.
  3. Upload the completed template.
  4. Track progress in reports, and display it with a Snapshot · Goal graph, which shows the value, its target and the variance.

A goal can also be defined as a derived insight, so it can be used as a column in any report.

Goal alerts

Schedule an alert

  1. Go to Admin → Manage goals and select a goal.
  2. Select the reminder icon (paper plane).
  3. Add the email addresses to notify.
  4. Choose weekly and a day, or monthly, optionally limited to weekdays.
  5. Choose whether to send when the goal is achieved, when it fails, or both.
  6. Select Schedule.

Need help? Ask Merlin from Help inside the app, email support@revolutionre.com, or use Help → Submit a request.

Contact support

Step-by-step guides

Each guide below walks through one task on screen, one step at a time. Select a step in the guide to move through it, or use the arrows. The questions under each guide answer what people most often ask about that task.

Tracking, goals, and alerts

Using the platform / Budgets, goals & alerts / Tracking, goals, and alerts

Track budgets, goals, and alerts

Upload budgets, set goals for properties, and email the right people when a goal is met or missed.

Heads-up: Manage goals is now under Admin in the left menu.

Common questions

How do I set goals for my properties?

Go to Admin → Manage goals, build a goal template for the properties and metrics you want to track, and upload the completed template.

How do I get an alert when a property misses a goal?

In Admin → Manage goals, select the goal and the reminder icon (paper plane). Add the email addresses, choose a schedule, choose whether to send when the goal is achieved, when it fails, or both, and select Schedule.

Where do budgets come from?

They're uploaded as financial imports in Admin → Manage integrations, then appear as Budget data in Finance sheets.

How do I see budget variance?

Add an Accrual column with Versus → Budget, or start from the Library's budget-to-actual report.

How can I show progress towards a goal?

With a Snapshot · Goal graph, which shows the value, its target and the variance.

Example use cases

  • An asset manager sets a 95% occupancy goal for each property and is emailed weekly when one falls short.
  • Finance uploads the annual budget and tracks budget variance each month.

Next: Create a goal chart · Build a financial sheet · Create a derived insight