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Intelligence Dashboard: Portfolio Analytics & Insights

Intelligence Dashboard

Introduction

The HqO Intelligence Dashboard is your new home for portfolio analytics and occupier insights. It replaces the previous Analytics experience with a clearer framework and expanded capabilities. Intelligence organizes your data into dimensions that connect directly to tenant experience and business outcomes.


What is Intelligence and why does it matter?

Intelligence is the foundation for understanding tenant, building, and portfolio health. It transforms raw activity and feedback into a clear framework that helps you make data-backed decisions with confidence.

At its core is the RAUES framework:

  • Reach → Understand the full potential audience you can connect with.

  • Awareness → See how well your communications are capturing attention.

  • Utilization → Measure how your spaces are being physically used.

  • Engagement → Track how tenants interact with services, events, and amenities.

  • Sentiment → Capture tenant voice through surveys and feedback.

Together, these pillars give you a health check of your tenant experience at a glance — helping you identify strengths, spot gaps, and decide on clear next actions.


How to Apply Intelligence to Your Portfolio

The RAUES framework helps you diagnose and act:

  • Reach → If low, upload more contacts and grow your audience.

  • Awareness → If weak, test new content types, timing, and targeting.

  • Utilization → If down, encourage return-to-office with programs and campaigns.

  • Engagement → If low, review which services are underused and re-promote or adapt them.

  • Sentiment → If light, increase survey frequency, focus on relevant topics, or offer incentives.

💡 Tip: Use portfolio benchmarks to see whether challenges are specific to one property or common across your portfolio.


How to Use the Dashboard

  1. Navigate to Intelligence in the left-hand navigation. You’ll land on the Overview tab.

  2. Check your KPIs (Reach, Awareness, Utilization, Engagement, Sentiment) for a quick snapshot.

  3. Apply filters (building, tenant, date range). Filters remain in place across tabs.

  4. Explore each tab: Overview, Reach, Awareness, Utilization, Engagement, Sentiment.

  5. Hover over ⓘ icons to see tooltips explaining each metric.

  6. Use AI Chat (when available) to ask questions in plain English.

  7. Export data from charts and tables to share insights externally.

Pro Tips for Using Filters

  • Use complete time periods → Always filter by full weeks, months, or quarters. Incomplete periods can create misleading dips.

  • Match timescale to timeframe → For long-range views, use larger timescales to spot trends. For shorter windows, smaller timescales highlight anomalies but may not reflect patterns.

  • Stay consistent across tabs → Filters set on the Overview page carry into detailed tabs, keeping your analysis aligned.

  • Benchmark with context → Choose the right timeframe for the story you want to tell (quarterly for long-term health, monthly for campaign results).

Common Mistakes to Avoid

  • Reading partial data as a dip → Weeks in progress often look artificially low.

  • Over-interpreting anomalies → One-day spikes don’t always mean a trend.

  • Mixing inconsistent filters → Changing date ranges or tenants mid-analysis skews comparisons.

  • Ignoring scale differences → Engagement and Utilization numbers will be smaller than Reach by design — they represent deeper activity, not the total audience.

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What Each Tab Includes

Overview

  • KPI cards for all RAUES metrics

  • Tenant Engagement Funnel (audience → active users)

  • Performance vs Portfolio benchmarks

  • Top Performing Tenants

Reach

  • Growth of your audience over time

  • Breakdown by channel (email, app, web)

  • Tenants with the largest audiences

Awareness

  • Trends in communication engagement

  • Breakdown by channel (email, push, in-app)

  • Tenants with the highest comms engagement

Utilization

  • Access activity patterns (daily, weekly, seasonal)

  • Breakdown of usage (swipes, visitor check-ins)

  • Tenants with the highest building usage

Engagement

  • Trends in service usage (bookings, events, orders)

  • Resource bookings and revenue

  • Event registrations and revenue

  • Work orders (submitted/resolved)

  • Food & beverage order activity (popular items, peak times)

  • Tenants with the highest engagement

Sentiment

  • Trends in survey participation

  • Responses by topic (events, amenities, services)

  • Tenants most active in giving feedback


Occupier Insights

Occupier Insights expands Intelligence beyond just what’s happening in your buildings. It helps you understand what tenants value most based on industry benchmarks and millions of workplace survey responses.

What It Shows

  • Activities: How well workplaces support critical employee tasks like focused work, meetings, calls, and collaboration.

  • Features: Employee satisfaction with elements such as desks, chairs, refreshment facilities, and cleanliness.

  • Benchmarks: Global standards drawn from 1,800+ surveys, 9,700+ workplaces, and 1.4M+ responses.

Why It Matters

  • Ideal Tenant Profiles: Identify the features and activities most important to the industries you want to attract.

  • Experience Gaps: Compare what your properties offer against what tenants say they need most.

  • Portfolio Positioning: Use benchmarks to highlight strengths and opportunities when marketing your portfolio.

How to Apply It

  • Asset Managers: Spot over- and under-delivery against industry benchmarks.

  • Property Teams: Align services and amenities with what employees say they need.

  • Brokers & Leasing Teams: Show prospects how your portfolio aligns with industry needs, proving productivity support.

  • Business Leaders: Tie investment decisions to global data on what drives satisfaction and performance.

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Sample Use Cases

  • High Awareness, Low Engagement → Tenants see your messages but don’t act. Test stronger calls-to-action or promote services more directly.

  • Strong Reach, Weak Awareness → You’ve built an audience, but comms aren’t landing. Adjust subject lines, timing, or formats.

  • High Utilization, Low Engagement → Tenants are present but not using services. Spotlight underused amenities or adjust offerings to match demand.

  • Low Sentiment Participation → Few tenants provide feedback. Shorten surveys, pick timely topics, or offer light incentives.

  • Top Performing Tenants Identified → Some tenants engage strongly. Use as success stories or replicate tactics across others.

  • Occupier Insights – Attracting New Tenants → Show alignment between your spaces and target industry priorities (e.g., collaboration space, refreshment facilities).

  • Occupier Insights – Closing Experience Gaps → If tenants rate “focused work” poorly, explore quiet zones, acoustic fixes, or additional phone booths.

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