KPI report templates give you a fast, structured way to build dashboards in FreedomSoft without starting from scratch. Instead of designing every report manually, you can choose a template that already aligns with common real estate investing workflows, then customize it to match your business needs. This approach saves time, improves consistency, and makes it easier to scale your reporting as your team grows.
Why Use KPI Report Templates
Templates provide a pre-built foundation for tracking key metrics. Rather than facing a blank report editor and deciding what to measure, templates guide you toward proven report structures. You can still refine filters, date ranges, dimensions, and users, but the core logic is already in place.
Using templates helps ensure that similar dashboards across your account are built using consistent definitions and measurements.
The Core KPI Report Template Types
FreedomSoft KPI templates generally fall into a few main categories that reflect how real estate investors operate.
Pipeline templates focus on deal flow from start to finish. They track movement from prospect to lead, appointment, offer, contract, and closing, making it easier to spot where deals are slowing down or getting stuck.
Performance templates focus on activity and conversion metrics. These reports highlight how often actions occur, such as offers made, follow-ups completed, and how effectively leads move through each stage of the pipeline.
Financial templates focus on revenue and costs. They typically include expected revenue, actual revenue, revenue variance, cost per lead, and cost per deal, giving leadership a clear view of financial performance.
Custom templates start with minimal structure and allow you to define your own metrics from the ground up. These are best used when your reporting needs do not fit neatly into pipeline, performance, or financial categories.
All templates can be adjusted after selection, so choosing one does not limit your ability to customize the report.
How to Create a KPI Report from a Template
To create a new KPI report using a template, follow this general process:
Go to Settings and open the KPI Dashboard section.
Click to create a new KPI report.
Choose a template type, such as Pipeline, Performance, Financial, or Custom.
Review the pre-configured fields, metrics, and settings.
Adjust options such as date ranges, filters, dimensions, or assigned users as needed.
Name the report and save it.
Once saved, the report can be added as a widget to any dashboard page in your account.
How Templates Are Used in Real Dashboards
In practice, different templates are often used on different dashboard pages depending on the audience.
A Pipeline template might be placed on a Command Center dashboard to show prospects, leads, offers, and contracts at a glance.
A Performance template is often used on an acquisitions team dashboard to track offers made, appointments set, and contracts won by user.
A Financial template is commonly placed on a leadership or owner dashboard to compare expected revenue versus actual revenue and identify variance.
Templates make it easier to build purpose-driven dashboards without recreating reports from scratch each time.
By using KPI report templates strategically, you can build clear, consistent dashboards that grow with your business while keeping setup time to a minimum.