Property & People
Perfex Insight PropertyBase
Listings, sale and rent split, leads, views, categories and maintenance.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight PropertyBase reports the Real Estate & Tenant Management module: the property portfolio split by sale and rent, the leads arriving against listings, and the maintenance requests raised on them.
Who it is for: Property managers tracking availability, lead flow and maintenance load.
Dashboards
These are the boards the shared demo builds from this add-on's widgets, and the layouts its documentation walks through. Every one is editable — rearrange, extend or trim it like any Insight dashboard.
PropertyBase Analytics
13 widgets placed
PropertyBase Operations
8 widgets placed
Board totals count placements. Some widgets sit on both boards and some are available in the Widget Library only, so these figures are not meant to sum to the 21-widget total.
What you can report on
The 21 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Portfolio position
- Total Properties, Available Properties, For Sale, For Rent, Sold Properties, Featured Properties, Portfolio Sale Value and Open Maintenance Requests.
- Composition
- Properties by Status, Purpose, Category and City, plus Maintenance by Status.
- Lists
- Landing-page Views, Properties by Agent and Recent Properties.
- Activity over a period
- New Listings, New Leads, Listings Trend, Leads Trend and Most Leads by Property.
Requirements
Required. Perfex Insight PropertyBase is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Real Estate & Tenant Management, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight PropertyBase alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Property & People
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight PropertyBase
$39. Requires Perfex Insight Pro and the Real Estate & Tenant Management module.