Intelligence: Getting Started
What is Intelligence?
The Intelligence Dashboard is your home for portfolio analytics and occupier insights. It replaces the previous Analytics experience with a clearer framework and expanded capabilities, transforming raw activity and feedback into actionable insights.
The RAUES Framework
Intelligence organizes your data into five dimensions that connect directly to tenant experience and business outcomes:
Dimension | What It Measures | If It's Low... |
|---|---|---|
Reach | The full potential audience you can connect with | Upload more contacts and grow your audience |
Awareness | How well your communications capture attention | Test new content types, timing, and targeting |
Utilization | How your spaces are being physically used | Encourage return-to-office with programs and campaigns |
Engagement | How tenants interact with services, events, and amenities | Review underused services; re-promote or adapt them |
Sentiment | Tenant voice through surveys and feedback | Increase survey frequency or offer incentives |
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 Navigate
Go to Intelligence in the left-hand navigation. You'll land on the Overview tab.
Apply filters (building, tenant, date range) at the top. Filters remain in place across all tabs.
Explore the tabs:
Overview — Portfolio-wide KPIs and benchmarks → Portfolio Analytics
Feature Pages — Deep dives into Content and Access → Feature Dashboards
Hover over ⓘ icons to see tooltips explaining each metric.
Use AI Chat to ask questions in plain English → Using AI Chat
Export data from charts and tables to share insights externally.
Pro Tips
Filters
Use complete time periods. Always filter by full weeks, months, or quarters. Incomplete periods create misleading dips.
Match timescale to timeframe. For long-range views, use larger timescales to spot trends. For shorter windows, smaller timescales highlight anomalies.
Stay consistent across tabs. Filters carry over between pages—changing them mid-analysis skews comparisons.
Benchmark with context. Use quarterly views for long-term health, monthly for campaign results.
Getting Value
Start with Overview, then drill into Feature Pages for specifics.
Compare against yourself — look at trends over time, not just snapshots.
Use portfolio benchmarks to see if challenges are property-specific or portfolio-wide.
Common Mistakes to Avoid
Mistake | Why It's a Problem | What to Do Instead |
|---|---|---|
Reading partial data as a dip | Weeks in progress often look artificially low | Always use complete time periods |
Over-interpreting anomalies | One-day spikes don't always indicate a trend | Look for patterns across multiple periods |
Mixing inconsistent filters | Changing date ranges mid-analysis skews comparisons | Set filters once and keep them consistent |
Ignoring scale differences | Engagement numbers are naturally smaller than Reach | Compare rates (%) rather than raw numbers |
Expecting all metrics to be high | Utilization and Engagement represent deeper activity | Understand what each metric measures |