WareSpace — Performance Dashboard

Funnel Pipeline

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Leads

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›

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Tours Sched.

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›

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Tours Comp.

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›

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Closed Won

Cost Per Stage

Total Spend
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Cost Per Lead
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Cost Per Tour Complete
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Cost Per Closed Won
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Top Buildings

Building	Leads ↕	Tours Sched. ↕	Tours Comp. ↕	Closed Won ↕	Sched. Rate ↕	Show Rate ↕	Close Rate ↕	Spend ↕

Top Sources

Source	Leads ↕	Tours Sched. ↕	Tours Comp. ↕	Closed Won ↕	Sched. Rate ↕	Show Rate ↕	Close Rate ↕

Building Occupancy 92.5% = stabilized

Live rent-roll snapshot · includes pre-leased SF · lease-ups first, pre-lease last

Portfolio Occ %

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— / — SF leased

SF Vacant

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to fill portfolio

Units to Stabilized

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across lease-up buildings

Buildings · Stabilized

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of — total

Buildings · Lease-Up

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incl. pre-lease

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Moved-In Pre-Leased (signed, not moved in) 92.5% stabilized target

Cohort Analysis

Metric

Building

Date basis

Per-building coloring: green = best months, red = weakest for this building.

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Funnel by True Source

Group by:

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Cost Per Stage

Group by:

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Ad Spend by Building & Channel

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First Touch = channel that originally brought the lead in. Last Touch (True Source) = channel that gets final credit. Shift = credit moved between channels. Same = consistent attribution.

First Touch → Last Touch Path Analysis

Show:

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Channel Performance — First Touch vs Last Touch

First Touch Source

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Last Touch — True Source

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↑ Using global date range and building filter

Total Monthly ARR
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active tenants (rent roll)

Total Realized LTV
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rent × months since move-in

Matched Customers

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HubSpot ↔ Rent Manager

Avg LTV / Customer

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customer-level (all units)

Avg Tenure

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months since move-in

Blended CAC

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total spend ÷ closed won

Blended Avg LTV

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per matched customer

Blended LTV:CAC

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target: > 3x

LTV:CAC Gauge

0x 3x target 5x+

Revenue & LTV by True Source

CAC based on:

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Goals & Guardrails Approved targets

Lease-up (BDC · STP · CED · SLC): Trailing 14d cost per tour completed ≤ $1,250 AND close rate on all completed tours > 20%
Pre-lease (ADC · PLD · PHD): Trailing 14d cost per tour scheduled ≤ $500

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Vacancy Forecast Stabilized buildings only

Projects empty units 30/60/90 days out · compares to organic tour-to-lease fill rate · flags buildings that need ad spend now

Month 2 risk:

Data caveats: Known move-outs (On Notice) and confirmed move-ins (RM Stage 3+) are not yet wired — those will land when Hagen finishes the Rent Manager Open Access connection. Current forecast uses lease-expiration dates as the move-out proxy. Organic fill rate = trailing 30d HubSpot tours × trailing 180d close rate per building.

Portfolio Gap · 30d

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units short vs organic fill

Portfolio Gap · 60d

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conservative model

Expiring 30d

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— SF at risk

Organic Fill / wk

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leases expected

Critical Buildings

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of — stabilized

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Building & Capacity

Building

Total Units

Units Available

Sq Ft Capacity

Total Sq Ft

Sq Ft Leased

Scenario

Base = historical avg · Best = +20% on rates · Worst = −20%

Rate Assumptions (drag to adjust)

Sched. Rate

40%

hist: 40%

Show Rate

42%

hist: 42%

Close Rate

21%

hist: 21%

Budget Assumptions

Blended CPL ($)

Avg Unit Size (sqft)

CPL auto-populated from YTD blended average. Adjust as needed.

Required to Fill Building

Units to Fill

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closed won needed

Leads Needed

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to generate

Tours Sched.

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required

Tours Comp.

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required

Budget Required

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total spend needed

Per Unit CAC

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cost to acquire 1 tenant

Occ. Rate After

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if target met

Lead Velocity

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wks at current pace

Funnel Waterfall

Sq Ft Occupancy View

Sq Ft Occupancy

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of total sq ft

Sq Ft Available

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to lease

Unit Equiv.

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at avg unit size

Budget to Fill

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based on sq ft avail

Leads Needed

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to fill sq ft

Cost / Sq Ft

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budget ÷ sq ft avail

vs Unit Budget

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difference

Weeks to Fill

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at current velocity

Sq Ft Breakdown

Leased Available

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