The whole company,
on one page.
Each team opens its own dashboard and lists, all reading the same contracts, installments, cheques and bills. Leadership sees the headline figures of every team in one place.
XSquare Real Estate has team workspaces for sales, contracts, collections, treasury, payables and customer care, plus an executive cockpit. They share one set of records, so a payment recorded once shows everywhere and the figures agree.
The executive cockpit
Sales against target, collection rate, cash in banks, the lowest cash point of the next 13 weeks, overdue receivables and payables due this month.
- A panel per team, filtered by project and period
- One click into each team's own dashboard
- Trend charts for six months of sales and collections, and the 13-week forecast
A workspace for each team
Everyone starts from what they need, with no double entry.
- Sales: deals against target, follow-ups, site visits and booking holds
- Contracts: stages, signatures, missing documents and pending finance
- Collections: portfolios, promises, penalties and statements
- Treasury: bank positions, deposit slips, reconciliation and forecast
- Payables: runs, retention and commissions
- Customer care: SLAs, handover checklists and snags
Every figure opens
Filter by company, project, phase and period, then click any tile, bar or row to open the records behind it.
- A collector sees their own portfolio and a salesperson their own figures
- Managers see the whole team and approve
- Roles per team, and data separated per company
- Dashboards also follow dark mode, where your theme offers it
Common questions
Which teams get a workspace?
Sales, contracts and sales admin, collections, treasury, payables and customer care, plus an executive cockpit for leadership.
Do the numbers agree between teams?
Yes. All workspaces read the same contracts, installments, cheques and bills, so a payment recorded once shows in every one of them.
Can we limit who sees what?
Yes. Rights are set per team, people see their own figures or their team's, and each company sees only its own data.
Related features
Pricing Studio
Pricing matrix, stacking plan, releases, plan value and absorption.
See the feature
Invoicing and collections
Invoices on the due date, reminders, penalties, promises and aging.
See the feature
Treasury and bank reconciliation
Cash positions, deposit slips, 13-week forecast and smart reconciliation.
See the featureSee it on your own project.
Bring your project, your payment plans and your hardest questions. We walk you through the system in a live demo.