Your welcome video
A short introduction to Revolution RE for your role.
Animated explainers
Short animations, under a minute each, for ideas that are easier to see than to read.
- Why aggregated financials matter: how one account tree makes financials from different systems add up and compare.
- Why standardized operating data matters: three definitions of occupancy, one misleading roll-up, and one definition that fixes it.
- Onboarding and offboarding a property: the six onboarding steps, and why a sold property gets an inactive date.
- Calculations in a report: column summaries, Versus comparisons and derived insights.
- Connect Revolution RE to Claude: turning on MCP access, adding the connector and choosing tool permissions.
- Ask Revolution RE from Claude and from ChatGPT: connecting, then real questions answered from your own properties.
The platform walkthrough
A 50-minute tour of the whole platform, recorded in the current product and narrated. It is split into 28 chapters, so you can watch only the parts you need. Each chapter links to the written guide covering the same ground.
Viewers can stop after Reports. The later chapters cover building and configuring, which belong to Editors and Administrators.
Editors can skip the Administrator chapters from Appearance settings onward, apart from Help, Merlin and support.
Use the chapter list in the player, or the table below, to jump to a topic.
| At | Chapter | For |
|---|---|---|
0:00 | Your homepage: the portfolio view | Everyone |
0:16 | Templated dashboards | Everyone |
0:51 | Manage dashboards | Everyone |
1:08 | Creating a dashboard | Editors |
2:06 | Choosing a layout | Editors |
3:22 | Editing, favorites and versions | Editors |
5:13 | Adding cards | Editors |
5:48 | Block note dashboards | Editors |
9:42 | The portfolio view and attributes | Everyone |
12:35 | Adding and managing properties | Administrators |
15:53 | Comps | Administrators |
16:28 | Property dashboards | Everyone |
18:01 | The Properties dashboard | Everyone |
21:14 | Reports | Everyone |
23:26 | Sheet types | Editors |
25:29 | Emailing and scheduling reports | Editors |
27:58 | Formatting reports | Editors |
31:33 | Date sheet periods | Editors |
34:20 | Graphs | Editors |
37:54 | Appearance settings | Administrators |
38:59 | Global settings | Administrators |
39:36 | Managing users | Administrators |
42:25 | Managing permissions | Administrators |
44:03 | Managing integrations | Administrators |
45:13 | Custom insights | Administrators |
46:33 | Goals | Administrators |
47:08 | Insight data | Administrators |
48:27 | Help, Merlin and support | Everyone |
Three topics aren't in the walkthrough: Embeds, Financials and HTML sheets. Their written guides cover them in full.