Analyze Dashboard

The Analyze dashboard provides a snapshot of your organization's real estate portfolio. Drill down into key metrics like average use and lease termination dates. Use the Show Metrics feature to display a table with building details and metrics. The information covers if the building is leased or owned, how it's used, and expiration dates.

1. To show or hide the main navigation, click the menu icon in the upper left.

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2. From the main navigation menu, select Analyze.

   The global map displays, with map pins marking areas that contain detailed metrics. The pin colors indicate building utilization thresholds established in the building configuration.

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   • Orange: warning

   • Red: alert

   • Green: good

   • White: no search match / no metrics

   • Blue: search match

   • Group pins: color aligns to the highest utilization threshold in the group

3. To zoom in and out, click the plus and minus symbols on the map or use the scroll wheel on your mouse. To switch to full screen view, click the toggle button in the upper right.

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4. Apply search criteria to focus in on specific buildings, regions, and time frames. The building and regions search function independent of each other. If you enter or select a building and then want to choose and zoom in on a region, you must first clear the Search buildings field.

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   • Search: Type in search to search for and select a building. As you type, a list of partial search matches appears. You can choose from this list or keep typing until an exact match appears. The map then zooms in on your selection.

   • Region: Choose a single, several, or all regions. If you select one region, the map zooms in on that area. If you select multiple regions, the map zooms out to display all the selected regions. For instance, if you select Midwest, the map view might zoom into and include pins within Illinois, Indiana, and Ohio depending on your system configuration. If you select Europe and Asia, the map view zooms out to display pins within those regions. Choose All regions to select every region in the list. If All is selected and you clear one region, All regions is also cleared.

   • Time frame: Select from:

     • Previous week: The system calculates metrics from the previous full work week. For example, if today is Thursday, then the previous week refers to Monday to Friday of the last work week.

     • Previous month: The system calculates metrics from the previous full calendar month. For example, if today is June 20, the previous month refers to the entire month of May.

       When you change the time frame, the utilization status in the metrics box and metrics grid updates to match the selected time frame.

5. Click a map pin.

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   The Building metrics box opens:

   • Building name, address, time, and time zone.

   • Usage: The system shows high, low, and average utilization and occupancy percentages, based on the configured display settings for metrics.

   • Space: Includes the Space name, Expiration and Upcoming expiration for leased buildings. These dates indicate the soonest-due active space. Click the space name to view its contract settings.

   • Pin icon: Anchor the building at the top of the metrics grid.

   • View building: View the building's Analyze page

Metrics grid

Analyze and compare sites across your portfolio using a grid of portfolio metrics. The displayed data aggregates all sites within the user's tenant.

The metrics grid displays at the lower section below the map.

1. In the Search menu select a building or area and time frame.

   • When you select an area, the map displays all building pins within that area. Buildings not within the selected area don't appear on the map.

   • For time frame, choose from Previous week or Previous month.

2. To expand the table, click Metrics table.

3. A list shows the following metrics for each building and each column includes a filter.

   • Table filters: Customize the table by applying filters, repositioning columns, and sorting them.

   • Export: Download details from the table to provide a backup of important data for future reference. Click the export icon at the top of the table.

   • Pin to top: Pins the row to the top of the list. Click the pin icon on the left of the row. Pinned rows stay at the top of the metrics grid, even as you scroll through the rest of the list.

   • Buildings: Location of the building. Click a building name to view its Analyze page.

   • Leased / owned: Indicates whether the building is leased or owned.

   • Utilization: Shows the low, high, and average utilization percent.

   • Expiration: Lease expiration date.

   • Upcoming expiration: Shows whether the expiration date falls within a specific period of time or not. For the row that includes multiple selections, the upcoming expiration reflects the total count of those with an upcoming expiration.

4. To collapse the table, click Metric table.

Export table

Download details from the metrics table to create a backup of important data. This allows for future reference, easy sharing with others, and deeper insights through more data analysis. The exported data is saved as a Microsoft Excel Comma Separated Values File.

1. On the first column of the metrics table, click the export icon.

2. Depending on the browser you use, do one of the following:

   • The export automatically downloads to the download folder.

   • In the Save As window, navigate to a location to save the file and click Save.