Revenue flowLeadership Process 04 · Leadership

The full revenue flow on one dashboard

Leadership brings together sales, collections and deeds by project and alerts you when a target drifts.

Key metric Actual vs. forecast cash flow, by project
Image or video pending · prompt Editorial image: a real estate developer executive reviewing a dashboard on a large boardroom screen, with project plans on the table. Soft office lighting, neutral palette.
Process features

Dashboard, alerts and assistant for leadership

01

project targets tracking

Every project target against actuals: reservations, collections and deeds, with an alert when one drifts.

Optional: calls recorded and transcribed on every record
On target3
Torre Norte Sales 104% No action
Parque Sur Collections 98% No action
At risk2
Torre Norte Deeds 82% Review with Closings
Altos del Río Collections 88% Review overdue
Off target1
Altos del Río Sales 64% Recovery plan
Achieved5
Parque Sur Break-even Start construction
Torre Norte Phase 1 deeds Closed
Carter02

Carter assistant

Management asks about any project and Carter answers with figures from every process, with sources.

Licensed by the number of users on your team
Which project puts this quarter’s cash at risk?
Carter Altos del Río: reservations are at 64% of target and collections at 88%. If not corrected in October, break-even slips by two months. Source: Leadership dashboard · all processes
Console included

Includes your leadership console

Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.

Project targets Sales, collections and deeds
Cash flow Actual vs. forecast
Alerts When a target drifts

Configure the Leadership process

Choose whether to sync with your ERP and how many leadership users get the assistant.

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Real Estate Developers already working with Datapeers

CFC&A Construcciones CAMU Constructora Perfek Construcción y diseño Hungría Constructora Trujillo Gutiérrez Pranha Urbano Constructora JYP
Process features

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01

Custom AI agent

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Customized with
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Today This company uses an AI agent to assist you. You can ask to speak with a person.
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Optional: calls recorded and transcribed on every record
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Licensed by the number of users on your team
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Console included

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Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.

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Other processes in the flow
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