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What to measure

  • Efficiency: time to screen, time to dispatch, time to close tickets.
  • Finance: delinquency rate, NOI variance, recovery rate, SLA cost impact.
  • Experience: response times, tenant satisfaction (CSAT/NPS), vendor on-time rate.

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Where to view metrics

  • CasaBoard dashboards: occupancy, delinquency, SLA, NOI.
  • Activity log: workflow runs, notifications, dispatches, exports.
  • Exports: /api/v1/financial/exports to S3/Drive/webhook for BI.

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Sample baselines and targets

  • Tenant screening time: baseline 2-3 days → target < 4 hours.
  • Maintenance SLA: baseline 72h → target < 24h for standard, < 4h for urgent.
  • Delinquency rate: baseline X% → target X-2% after reminders.
  • Manual prep for finance packets: baseline hours per week → target minutes via exports.

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Example KPI export

{
  "destination": "s3",
  "bucket": "casaai-finance-exports",
  "path": "reports/noi-weekly.csv",
  "kpis": ["noi", "occupancy", "delinquency_rate", "sla_cost"],
  "schedule": "0 7 * * MON"
}

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Tips for proving ROI

  • Log before/after metrics for at least two weeks.
  • Start with one property and one workflow, then roll out.
  • Track both time saved (hours) and outcomes (delinquency, SLA hit rate).
  • Use activity logs to show automation volume and success/failure rates.