Business Intelligence Suite
Luminus Property Management
Team Data Hub →
BI Dashboard Suite

Business Intelligence Hub

Centralized access to all Click Storage operational and financial dashboards. Select a dashboard to open it directly.

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Facilities
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Rentable Units
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Occupancy
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Rentable Sq Ft
Scorecards
Leads Scorecard
Weekly Monday CSS scorecard — human agents only. 7d / 30d leads and conversions by source (calls, AI voice, other).
Call Center Scorecard
Calls rung, accepted, accept rate and outbound volume with period-over-period charts; the full calls-handled, time-consumed and call-quality table at 30 days. By agent, 7 or 30 days.
Agent Performance Scorecard
One merged by-agent table — leads, call conversion rate, shifts, accepted calls, accept rate, outbound calls, occupancy and call-quality score — plus the Leads & Conversions and Conversion Rate charts. 7 or 30 days.
Facility Scorecard
Occupancy, revenue vs. goal, autopay, past-due and move activity — every facility, stoplight-sorted. Replaces the legacy Facility Scorecard (Data Studio).
Daily Team Scorecard
Rentals, Google reviews and collections by agent, with Bronze/Silver/Gold bonus-tier snapshots. Custom date range, any agent. Replaces the legacy Daily Team Scorecard (Data Studio).
Management Team Scorecard
Team KPIs, bonus-tier trend charts and facility revenue vs. goal in one view, with a real-dollar Bonus breakdown (progressive rentals/reviews tiers, pooled Unclaimed Reviews and Rev Goals bonuses). Replaces the legacy Management Team Scorecard (Data Studio).
Available Dashboards
Investors · Operations
Asset & Property Management Dashboard

The main operational and financial command center for Click Storage. Three tabs give each audience exactly what they need: Asset Manager — NOI trend, T12 revenue, ECR, delinquency buckets, and ECRI pipeline for investors and ownership. Property Manager — daily move-ins/outs, occupancy by unit type, vacant units 30+ days, rate increase schedule, and collections by agent. Operations — facility-by-facility stoplight scorecard with revenue MTD vs goal, net leasing, and lead conversion in a single view.

Occupancy ECR Revenue · NOI Delinquency ECRI Collections Operations
Call Center · Managers
Call Center Dashboard

Daily performance tracker for the remote sales team. Tracks CSS quality scores, call answer rate, phone lead conversion, rentals closed, and collections — broken down by agent so managers can coach in real time.

CSS Score Answer Rate Conversion Agent KPIs
Marketing · Local SEO
Local Search Rank Dashboard

Tracks Google Maps local-search visibility across every Click Storage location and search phrase combination via LocalFalcon. Surfaces current rank position (ARP/ATRP), Share of Local Voice (SoLV), and how visibility has moved vs. the previous scan, 1/3/6 months ago, and the first scan on record — with a per-pair rank history chart.

ARP / ATRP Share of Local Voice Rank History Google Maps
Sales · Marketing
Leads Monitoring Dashboard

End-to-end view of the lead funnel across every channel. Tracks lead creation, conversion, and working-lead conversion, with prior-period comparison on every KPI. A channel → creator → outcome Sankey shows how leads flow from source through the agent who logged them to Converted / Unqualified / Duplicate / Open pipeline — with the CALL-credit rule applied. Includes leads-by-facility, channel & digital-attribution (GA source) tables, and an agent scorecard splitting AI voice (Patty) from human agents.

Conversion Channels Attribution Sankey Agent Scorecard Move-in Link
Ownership · Asset Management
Budget vs. Actual Dashboard

One card per facility with Revenue, OpEx, and NOI actual against Budget, Prior Year, or Underwriting for MTD, T3, YTD, or T12, filtered to SSC, Fund I, or all locations. A Normalized view strips confirmed one-time and reallocated items from the adjustment register. Each card carries a 24-month NOI sparkline and a KPI strip (RevPASF, move-ins/outs, churn, leads, delinquency); select one for its full monthly history.

NOI Budget · PY · UW Normalized SSC · Fund I RevPASF
Marketing · Leadership
Marketing Attribution & Funnel Dashboard

Traces the path from ad spend and search to leads, rentals, and LTV. Attribution Overview — leads and rentals by source, conversion rates by type, and an M6-vs-system contrast check. Funnel & Path — the on-site purchasing journey from session to purchase. Ad Spend & CAC — Google Ads spend by facility and CAC trend. Search & Location Pages — top organic/paid queries and location-page traffic. Coverage chips flag which sources (GA4 location pages, Search Console, on-site search) are still live, still building history, or pending — by design, to track the remaining data gaps with M6.

Attribution CAC Funnel Ad Spend Search Data Coverage
Other Properties
Click RV Park
Click RV Park
A separate property from the Click Storage self-storage portfolio. Live occupancy, site map, revenue & operations, and weekly history & renewals — built on the Camplife BigQuery warehouse.
Open RV Park Dashboard
Data Architecture & Documentation
Data Architecture Map
End-to-end pipeline diagram — Cubby PMS, QBO, and BigQuery layers with color-coded data lineage.
BigQuery Table Inventory
Full schema browser across all BQ projects — field names, types, and descriptions for every table.
Pipeline Monitoring
Missed Lead Pipeline Monitor
Stage A/B automation health — backlog, failures, skip reasons, and worklist for the missed-call lead pipeline.
Data Refresh Schedule
Dashboards refresh automatically every 8 hours (04:30, 12:30, and 20:30 America/Bogota) via GitHub Actions, dispatched by Google Cloud Scheduler for exact timing. Data sourced from BigQuery / Cubby PMS, QuickBooks, and Google Sheets. To force a refresh, use the ↺ button inside each dashboard.