Intelligence: Portfolio Analytics
Portfolio Analytics
The Portfolio Analytics view (Overview tab) gives you a snapshot of tenant experience health across your portfolio. It displays your RAUES KPIs, shows how tenants move through the engagement funnel, and benchmarks performance across buildings.
KPI Cards
The top of the Overview tab displays five KPI cards—one for each RAUES dimension:
Reach
The total number of contacts in your portfolio. This includes tenants, property managers, vendors, and anyone who may interact with your buildings through HqO. This is your potential audience.
Previously called "Total Registered Users" in Admin Analytics.
Awareness
The percentage of your Reach that has engaged with content, amenity posts, communications, or utility buttons. If you have 646 contacts and 183 have interacted, your Awareness score is 28%.
Awareness tells you whether your communications are landing—a high Reach with low Awareness means you've built an audience, but they're not seeing or engaging with your messages.
Utilization
A count of on-site building interactions, measured through access scans and visitor check-ins. This tells you how much your spaces are being physically used.
Note: Mobile Access Utility Button clicks are not included here—those count toward Awareness.
Engagement
A count of deeper tenant actions:
Booking a service, event, or resource
Submitting a work order request
Ordering food or beverage
Responding to a survey
Registering a visitor
Engagement measures whether tenants are actively using your services, not just present in the building.
Sentiment
A count of submitted survey responses. This captures tenant voice and feedback. Low Sentiment participation may mean you need shorter surveys, more relevant topics, or light incentives to encourage responses.
Tenant Engagement Funnel
The funnel visualizes the journey from reach to engagement, showing conversion at each stage:
Stage | What It Measures |
|---|---|
Total Contacts | Your full Reach (potential audience) |
Aware (engaged with comms) | Contacts who interacted with content or communications |
Utilizing (building access) | Contacts with recorded access scans or visitor check-ins |
Engaged (active service use) | Contacts who took engagement actions (bookings, orders, surveys, etc.) |
This funnel helps you identify where drop-off occurs. For example:
Large drop from Reach to Aware → Communications aren't landing
Large drop from Aware to Utilizing → Tenants engage digitally but aren't coming on-site
Large drop from Utilizing to Engaged → Tenants are present but not using services
Performance vs Portfolio
This chart compares a specific building's engagement rate against your overall portfolio average. The engagement rate is calculated as:
Engaged contacts ÷ Reach = Engagement Rate
Use this to quickly identify which buildings are outperforming or underperforming relative to your portfolio norm. Buildings significantly below the portfolio average may need targeted activation programs.
Top Performing Tenants
Lists tenant companies with the highest engagement across your filtered view. Use this to:
Identify success stories to replicate
Find partners for programming and events
Understand which tenant types engage most
RAUES Tab Details
Beyond the Overview, each RAUES dimension has its own tab with deeper metrics:
Reach Tab
Growth of your audience over time
Breakdown by channel (email, app, web)
Tenants with the largest audiences
Awareness Tab
Trends in communication engagement
Breakdown by channel (email, push, in-app)
Tenants with the highest comms engagement
Utilization Tab
Access activity patterns (daily, weekly, seasonal)
Breakdown of usage (swipes, visitor check-ins)
Tenants with the highest building usage
Engagement Tab
Trends in service usage (bookings, events, orders)
Resource bookings and revenue
Event registrations and revenue
Work orders (submitted/resolved)
Food & beverage order activity
Tenants with the highest engagement
Sentiment Tab
Trends in survey participation
Responses by topic (events, amenities, services)
Tenants most active in giving feedback
Sample Use Cases
Situation | What It Means | Recommended Action |
|---|---|---|
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 |
Low Sentiment Participation | Few tenants provide feedback | Shorten surveys, pick timely topics, or offer light incentives |
One Building Below Portfolio Benchmark | Specific property underperforming | Investigate local factors; consider targeted programming |
Top Performing Tenants Identified | Some tenants engage strongly | Use as success stories or replicate tactics across others |
Default Filters
Portfolio Analytics defaults to showing data from the past 12 complete weeks (unlike Admin Analytics, which defaulted to 30 days). You can adjust this using the date range filter, but remember to use complete time periods to avoid misleading dips.