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Comparing two panels of properties

What it is for​

The Benchmark module gathers the key information of your portfolio around indicators, to give you a strategic view of value creation — from the whole portfolio down to a single property.

Its principle: you build two panels of properties and compare them, with each other and with their local market.

The screen explained​

The screen reads in two areas: filtering on the left, display on the right.

Step by step​

1. Build your two panels​

The panels are called α and β. You filter them by:

  • region, department, EPCI or municipality;
  • segmentation and sub-segmentation — their names are your organisation's;
  • cluster — a group of properties sharing characteristics;
  • property.

Tick several values in a dropdown to combine them.

Several criteria combine with "AND"

A panel filtered by region and by segmentation only keeps the properties that match all the criteria, not one or the other.

At the top of each panel, the number of properties and dwellings updates as you go. A button lets you clear all the criteria of a panel.

2. Analyse​

Seven tabs are waiting for you:

TabWhat you see
GlobalThe map of your properties' scores, averaged by zoom level, and the score detail by axis
OperationsClaims, complaints and technical interventions — per dwelling over the last year, and their trend
FinancialRunning costs, works and investment; split between recoverable and non-recoverable charges
OccupancyVacancy, turnover and arrears rates
EnvironmentEnergy consumption and greenhouse gas emissions from the EPCs
MarketYour panels' weight in their markets, and your vacancy, turnover and average rent gaps against the market
TerritoryAttractiveness: education, public transport, local shops, employment rate, access to healthcare

In the Financial tab you choose from two levels of detail and four units: total €, €/dwelling, €/m² habitable, €/site.

In the Market tab, a market is made of the municipalities of the panel's properties. Click the figure to see the municipality detail.

Two gestures that save time​

  • On the Occupancy and Environment tabs, click a segment of the left-hand chart to filter the table and the right-hand chart.
  • On every tab except Global, Ctrl + click one or more table rows to filter the charts onto those properties. Click again to deselect.

Good to know​

Access to this module depends on the scope chosen by your organisation and on the permissions you have been granted. If you need it, ask your internal contact.

See also​