Real Estate Sales - NetSuite Dashboards
Intended Use
Automate Real Estate sales revenue and operations metrics out of NetSuite in the form dashboards and reports in Looker
People
Business Owner: Matt Smocovich
Lead Analyst: William Ritchings
Technical Lead: Abe Ahn
Tools and Technologies
NetSuite: Original data source
Fivetran: Data Sync tool (extracts and loads NetSuite data in to Snowflake)
Snowflake: Cloud data warehouse; Looker data source
Looker: Data modeling, visualization, dashboards
System Architecture
Data Model Designs
Production Objects
Dashboard | Tile | Explore |
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|---|---|---|---|
Real Estate Sales_Executives | Real Estate Revenue vs Budget (US) | RE Sales Revenue vs [Static] Budget |
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Real Estate Sales_Executives | Monthly Progress to Budget | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | Quarterly Progress to Budget | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | Yearly Progress to Budget | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | FY Performance by Individual | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | US Gross Pipeline | Sales Ops Opportunities |
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Real Estate Sales_Executives | US Weighted Pipeline | Sales Ops Opportunities |
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Real Estate Sales_Executives | Contracted Displays: Elevator vs. Multipurpose | Sales Ops Opportunities |
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Real Estate Sales_Executives | Active Forecasting Pipeline (Top 3 DMAs) | Sales Ops Opportunities |
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Real Estate Sales_Executives | Contracted Buildings by DMA | Sales Ops Opportunities |
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Real Estate Sales_Executives | Contracted Buildings by Lead Source | Sales Ops Opportunities |
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Real Estate Sales_Executives | Contracted Buildings by Tier | Sales Ops Opportunities |
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Real Estate Sales_Executives | Real Estate Revenue vs Budget (CANADA) | RE Sales Revenue vs [Static] Budget |
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Real Estate Sales_Executives | FY Performance by Individual (CANADA) | Sales Ops Contracted vs Budget Individual |
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Real Estate Sales_Executives | Active Forecasting Pipeline (By DMA) | Sales Ops Opportunities |
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Real Estate Sales_Executives | Monthly Progress to Budget (CANADA) | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | Quarterly Progress to Budget (CANADA) | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | Full Year Progress to Budget (CANADA) | Sales Ops Contracted vs Budget |
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Real Estate Sales_Executives | Contracted Displays by DMA | Sales Ops Opportunities |
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Real Estate Sales_Executives | Contracted Displays by Opp Type | Sales Ops Opportunities |
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US Real Estate Sales | Real Estate Revenue vs Budget | RE Sales Revenue vs [Static] Budget |
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US Real Estate Sales | Monthly Progress to Budget | Sales Ops Contracted vs Budget |
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US Real Estate Sales | Quarterly Progress to Budget | Sales Ops Contracted vs Budget |
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US Real Estate Sales | Full Year Progress to Budget | Sales Ops Contracted vs Budget |
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US Real Estate Sales | Attainment to Quota | Sales Ops Contracted vs Budget Individual |
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US Real Estate Sales | Closed Won by DMA | Sales Ops Opportunities |
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US Real Estate Sales | Contracted Buildings by Opportunity Type | Sales Ops Opportunities |
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US Real Estate Sales | Contracted Buildings by Source | Sales Ops Opportunities |
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US Real Estate Sales | Elevator vs. Lobby | Sales Ops Opportunities |
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US Real Estate Sales | US Gross Pipeline | Sales Ops Opportunities |
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US Real Estate Sales | US Weighted Pipeline | Sales Ops Opportunities |
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US Real Estate Sales | US All Time Pipeline (by Source) | Sales Ops Opportunities |
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US Real Estate Sales | Listed Active Pipeline | Sales Ops Opportunities |
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US Real Estate Sales | Leads Created this Month: Status | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Leads Created this Month | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Converted to Pipeline | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Conversion Ratio | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Leads Insight: Created YTD | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Leads Created YTD | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Converted to Pipeline | RE Sales Ops Customers / Entities |
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US Real Estate Sales | Conversion Ration YTD | RE Sales Ops Customers / Entities |
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CAN Real Estate Sales | Real Estate Revenue vs Budget | RE Sales Revenue vs [Static] Budget |
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CAN Real Estate Sales | Monthly Progress to Budget | Sales Ops Contracted vs Budget |
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CAN Real Estate Sales | Quarterly Progress to Budget | Sales Ops Contracted vs Budget |
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CAN Real Estate Sales | Full Year Progress to Budget | Sales Ops Contracted vs Budget |
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CAN Real Estate Sales | Attainment to Quota | Sales Ops Contracted vs Budget Individual |
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CAN Real Estate Sales | Closed Displays - Elevator vs. Lobby | Sales Ops Opportunities |
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CAN Real Estate Sales | Closed Displays by Opportunity Type | Sales Ops Opportunities |
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CAN Real Estate Sales | Closed Won by Property Manager | Sales Ops Opportunities |
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CAN Real Estate Sales | Closed Won Displays by DMA | Sales Ops Opportunities |
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CAN Real Estate Sales | Active Forecasting Pipeline (by DMA) | Sales Ops Opportunities |
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CAN Real Estate Sales | Gross Pipeline | Sales Ops Opportunities |
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CAN Real Estate Sales | Weighted Pipeline | Sales Ops Opportunities |
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CAN Real Estate Sales | CAN All Time Pipeline (by Source) | Sales Ops Opportunities |
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CAN Real Estate Sales | Listed Active Pipeline | Sales Ops Opportunities |
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Lead Gen Dashboard | Lead Gen Meetings by Week | Sales Ops Meetings |
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Lead Gen Dashboard | Team Monthly Meetings | Sales Ops Meetings |
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Lead Gen Dashboard | Team Monthly Meetings by Rep | Sales Ops Meetings |
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Lead Gen Dashboard | Team Quarterly Meetings | Sales Ops Meetings |
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Lead Gen Dashboard | LG Meetings Set by Rep (YTD) | Sales Ops Meetings |
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Lead Gen Dashboard | Weekly SQL's | NetSuite Contacts |
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Lead Gen Dashboard | Weekly SQL's by Rep | NetSuite Contacts |
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Lead Gen Dashboard | Monthly SQL's (YTD) | NetSuite Contacts |
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Lead Gen Dashboard | Quarterly SQL's (YTD) | NetSuite Contacts |
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Lead Gen Dashboard | Yearly SQL's by Rep | NetSuite Contacts |
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Lead Gen Dashboard | Sunny Tasks | Sales Ops Meetings |
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Lead Gen Dashboard | Ashley Tasks | Sales Ops Meetings |
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Lead Gen Dashboard | Maria Tasks | Sales Ops Meetings |
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Lead Gen Dashboard | Sunny Tasks by Rep | Sales Ops Meetings |
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Lead Gen Dashboard | Ashley Tasks by Rep | Sales Ops Meetings |
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Lead Gen Dashboard | Marya Tasks by Rep | Sales Ops Meetings |
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Lead Gen Dashboard | Sunny Tasks by Region | NetSuite Contacts |
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Lead Gen Dashboard | Maria Tasks by Region | NetSuite Contacts |
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Lead Gen Dashboard | Ashley Tasks by Region | NetSuite Contacts |
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Lead Gen Dashboard | Quarantined Buildings by Month | NetSuite Contacts |
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Lead Gen Dashboard | Active Opportunities by Source (U.S.) | NetSuite Contacts |
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Lead Gen Dashboard | Active Lead Gen Opportunities by Type | NetSuite Contacts |
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Lead Gen Dashboard | Lead Generation Pipeline | NetSuite Contacts |
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Lead Gen Dashboard | YTD Lead Generation Pipeline | NetSuite Contacts |
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Lead Gen Dashboard | Closed Lead Gen Opportunities by Type (YTD) | NetSuite Contacts |
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Lead Gen Dashboard | Closed Lead Gen Opportunities by Type (All-time) | NetSuite Contacts |
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Lead Gen Dashboard | Lead Gen Meetings to Win Funnel | Sales Ops Pipeline Funnel |
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Lead Gen Dashboard | Stage 5 Opps with SQL (NEGATIVE) | NetSuite Contacts |
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Lead Gen Dashboard | Craig Tasks | Sales Ops Meetings |
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Lead Gen Dashboard | Stage 1-4 Opps without an SQL Form (NEGATIVE) | NetSuite Contacts |
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Lead Gen Dashboard | SQL With No Sales Rep Name on Opp | NetSuite Contacts |
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Lead Gen Dashboard | Monthly SQL's by Rep | NetSuite Contacts |
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Lead Gen Dashboard | Closer Opps by Type - Closed YTD | NetSuite Contacts |
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Lead Gen Dashboard | Closed Lead Gen Opportunities by Type (YTD) | NetSuite Contacts |
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Operations Tiles | Projects Created YTD | Field Ops NetSuite Projects |
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Operations Tiles | Projects Started YTD | Field Ops NetSuite Projects |
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Operations Tiles | Projects Closed YTD | Field Ops NetSuite Projects |
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Operations Tiles | Backlog Revenue by Project Type | RE Sales Ops Customers / Entities |
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Operations Tiles | Project Type Created YTD | Field Ops NetSUite Projects |
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Operations Tiles | Backlog MMR by Category | RE Sales Ops Customers / Entities |
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Operations Tiles | Closed MRR by Category | RE Sales Ops Customers / Entities |
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Operations Tiles | Value Per Project - Ctrl vs UnCtrl | RE Sales Ops Customers / Entities |
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Operations Tiles | Project Revenue by PM | RE Sales Ops Customers / Entities |
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Operations Tiles | Avg Duration by Type | RE Sales Ops Customers / Entities |
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Operations Tiles | Revenue for Closed Projects | RE Sales Ops Customers / Entities |
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Operations Tiles | Avg. Duration by Type | RE Sales Ops Customers / Entities |
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Operations Tiles | Projects Completed / Month | RE Sales Ops Customers / Entities |
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Operations Tiles | Monthly New MRR | RE Sales Ops Customers / Entities |
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Operations Tiles | Square Ft. Added YTD | RE Sales Ops Customers / Entities |
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Operations Tiles | Closed Projects YTD by Type | RE Sales Ops Customers / Entities |
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Operations Tiles | Installed Displays / Month | RE Sales Ops Customers / Entities |
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Operations Tiles | Closed Projects YTD by PM | RE Sales Ops Customers / Entities |
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