Case Study
G2M could see how the portfolio was performing. They couldn’t see why — or which properties to act on.
How property portfolio reporting in Power BI turned month-end numbers into property-by-property investment decisions.
Sector: Property Portfolio Management | Engagement: Data Platform Build | Result: Week-long manual close eliminated; live property-level drill-down
Snapshot
G2M Group runs a nationwide rental property portfolio. Every month, the leadership and finance teams needed property portfolio reporting that did more than confirm how things were going — they needed to know what to do about it. What they had instead was a week of manual work that produced the headline numbers but stopped exactly where the useful questions began.
The Problem
Every month, G2M’s finance team could produce the top line — how the portfolio was performing overall. What they couldn’t do was interrogate it.
When a number moved, there was no quick way to see what was driving it. Was it a region? A property type? An age band? A handful of specific properties dragging the average? The monthly report gave a picture, but it was a flat one — top-line charts that showed that something had changed without showing what sat underneath it.
Part of the reason was that the data lived in two places. The financial numbers were in AccountsIQ. The portfolio itself — the operational side of the business — sat in a separate, bespoke system. Producing even the headline view meant pulling from both and reconciling them by hand, in Excel, every single month.
“We previously had an Excel version, which was limited in flexibility and detail, and was taking us a week to update every month,” as Mike Williams, Head of Finance at G2M, put it.
A week is a long time to spend building a report before anyone can start acting on it. And when it did land, it answered the easy question — how are we doing? — but not the one that actually drives decisions: which properties, and what should we do with them? Getting to that meant more hours of manual digging, or the question simply going unanswered.
The Approach
The starting point wasn’t a tool decision. It was understanding what the leadership team actually needed to decide, and why the current process couldn’t get them there.
We worked through that with them directly — listening to the vision they already had and shaping it into something specific and buildable, rather than arriving with a fixed template. AccountsIQ stayed exactly where it was. Nothing was ripped out or replaced. Instead, we built the property portfolio reporting layer AccountsIQ couldn’t provide on its own, pulling data from both AccountsIQ and G2M’s property system into a single model that feeds Power BI.
The detail that matters most here isn’t the tool — it’s where the numbers get calculated. Every metric is worked out at the earliest available point in the data, at the level of the individual property, rather than being patched together later inside a report.
That single decision does two jobs at once. First, it means a number means the same thing every time it appears — in a board pack, a team dashboard, or a follow-up query three months later. Second, and this is the part that changed how G2M works: because every figure exists at property level, it can be rolled all the way up to the whole portfolio and drilled all the way back down — by region, by property type, by age — to the individual property behind any movement, and it always reconciles. The top-line view and the single-property view are the same data, not two versions of it.
That’s what turns a report you look at into a model you can question.
The Result: Property Portfolio Reporting You Can Question
Property portfolio reporting now runs on its own. What used to take a week of manual extraction and reconciliation happens automatically, giving the team a live view of the portfolio whenever they need it — not once a month, after the fact.
But the bigger shift is what they can now do with it. When performance moves, they can follow it down: from the portfolio, to the region, to the property type, to the specific properties driving the change — and make decisions on those properties on the basis of what the data actually shows, rather than on the top line alone. Month-end reporting became a tool for investment decisions, not just a record of them.
The reporting is trusted at board level, and it’s being used there. And rather than treating the new suite as a finished project, G2M’s leadership team has been keen to develop its depth and scope further — a sign that the foundation holds, not just that the immediate problem went away.
In G2M’s words
“Responsive Analytix helped us to build a data analytics suite for our nationwide rental property portfolio, which has been a complete game-changer for the finance team.
“We previously had an Excel version, which was limited in flexibility and detail, and was taking us a week to update every month. We had a broad vision of what we wanted to achieve but Responsive Analytix took that and turned it into something far better than we could have imagined.
“He listened to our ideas patiently and helped us brainstorm what was required, ensuring all data is now calculated at the earliest available point.
“The new suite has been very well received by the group’s leadership team who are now keen to develop the depth and scope further.”
Mike Williams
Head of Finance, G2M Group
The gap we close
If your systems give you the headline numbers but can’t tell you what’s driving them — or which parts of the business to act on — that’s the gap we close. Take a look at Warehouse QuickStart or Data Platform Build to see how we approach it, or book a discovery call.