Actuals vs. Plan — Without the Quarterly Scramble
Performance tracking turns the pro forma into a living model. Compare actuals to plan, track KPIs across the portfolio, and spot drift before it becomes a problem.
Why Performance Reviews Lag the Business
Post-close performance tracking is the most under-served part of the CRE workflow.
Plan vs. actual in two systems
Plan lives in the pro forma. Actuals live in accounting. Comparing them is a quarterly chore.
KPIs assembled by hand
Every monthly report is built in Excel from a half-dozen exports.
Drift goes unnoticed
Underperformance becomes obvious in retrospect — never in time.
What MyDealTeams Does
Performance becomes a continuous part of the platform, not a quarterly process.
Plan vs. actuals
Compare the pro forma to incoming actuals at the location, project, or portfolio level.
KPI dashboards
Track your own KPIs — occupancy, sales/sf, NOI margin — on every record.
Trend visualization
See multi-quarter trends without exporting to Excel.
Variance highlighting
Materially off-plan metrics are flagged automatically.
Portfolio rollups
Aggregate KPIs across portfolios to see the strategy-level picture.
Historical preservation
Performance history is never lost — even after re-baselining.
How Teams Use It
Quarterly review prep
Walk in with up-to-date variance reports, not a freshly-built spreadsheet.
Underperformer triage
Spot underperforming sites in time to do something about it.
Fund-level reporting
Roll performance up to the fund or strategy level for investor reporting.