BKY Data Consulting
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Built for your Zoho CRM setup

Commercial Real Estate Pipeline Overview

Your property, contact, and deal data transformed into clear insights. Live demo on synthetic data.

Hi [client] — here's a working demo I built for your Commercial Real Estate setup; click anything, every number is live from the sample data below.

Total Pipeline Value
$1,005,000
▲ active deals
Average Occupancy Rate
93%
■ across portfolio
New Leads This Month
3
▲ from various sources
Data Completeness
98%
▲ contact emails

Pipeline Value by Stage

This shows how much potential revenue is in each stage of your deal pipeline, highlighting where to focus.

Properties by Type

See the breakdown of your portfolio across different property types, helping you understand asset distribution.

Average Occupancy Rate by City

This chart helps you quickly spot which cities have higher or lower occupancy rates, guiding market strategy.

What I'd do for you

✓
Clean up your CRM data
Find and merge duplicate contacts/properties, fix formatting, and fill in missing details.
✓
Automate lead sourcing
Pull new commercial property owners and investors from various platforms directly into Zoho CRM.
✓
Integrate data across systems
Connect Zoho CRM with other tools to ensure all your data is in one place and always up-to-date.
✓
Build custom reports & dashboards
Get clear, easy-to-understand views of your pipeline, property portfolio, and team performance.
⚡ Plus, repetitive work I'd put on autopilot
Auto-enrich new property data
Zoho CRM API · Python (requests) · Google Sheets API
Automate lead distribution & notifications
Zoho CRM API · n8n · Slack API
Clean up duplicate contacts daily
Zoho CRM API · Python (pandas) · Scheduled jobs (cron)
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
Zoho CRM
Your live commercial real estate data.
→
Automation
Zoho CRM API · Python · n8n
Tools to clean, enrich, and connect your data automatically.
→
Output
Dashboards · Slack/Email
Clear reports and instant notifications for your team.

Sample Property & Deal Data

Property NameCityProperty TypeAnnual RentOccupancy RateDeal StageOwner Contact
Downtown TowersMiamiOffice$150,00095%Active ListingJohn Doe
Coastal Retail PlazaFort LauderdaleRetail$80,00088%PipelineJane Smith
Industrial Hub NorthOrlandoIndustrial$120,000100%Closed - WonRobert Johnson
Medical Office ParkTampaMedical$95,00092%Active ListingEmily White
Waterfront ApartmentsMiamiMulti-Family$200,00098%PipelineDavid Green
Suburban Office ParkOrlandoOffice$70,00085%LeadSarah Brown

Raw source data

View CSV Download CSV

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Property IDProperty NameCityProperty TypeCurrent TenantLease ExpiryAnnual RentOccupancy RateOwner ContactOwner EmailDeal StageLast Activity
101Downtown TowersMiamiOfficeTech Solutions Inc.2025-06-301500000.95John Doejohn.doe@example.comActive Listing2024-05-10
102Coastal Retail PlazaFort LauderdaleRetailFashion Boutique2026-01-15800000.88Jane Smithjane.smith@example.comPipeline2024-05-08
103Industrial Hub NorthOrlandoIndustrialLogistics Co.2024-11-011200001.0Robert Johnsonrobert.j@example.comClosed - Won2024-04-20
104Medical Office ParkTampaMedicalHealth Clinic LLC2027-03-20950000.92Emily Whiteemily.w@example.comActive Listing2024-05-12
105Waterfront ApartmentsMiamiMulti-FamilyVarious2025-09-102000000.98David Greendavid.g@example.comPipeline2024-05-05
106Suburban Office ParkOrlandoOfficeMarketing Agency2026-07-01700000.85Sarah Brownsarah.b@example.comLead2024-05-11
107Luxury Retail RowFort LauderdaleRetailJewelry Store2025-03-011100000.9Michael Davismichael.d@example.comActive Listing2024-05-09
108Tech Innovation CenterTampaOfficeSoftware Startup2027-01-011800000.99Jessica Leejessica.l@example.comPipeline2024-05-07
109Southside WarehousesMiamiIndustrialDistribution Co.2024-08-15900000.97Chris Evanschris.e@example.comClosed - Lost2024-04-15
110Historic Hotel RenovationOrlandoHospitalityHotel Group Inc.2028-01-012500000.75Olivia Taylorolivia.t@example.comLead2024-05-06
111North Beach RetailFort LauderdaleRetailCoffee Shop2025-05-01600000.92Daniel Wilsondaniel.w@example.comActive Listing2024-05-10
112Corporate HQ CampusTampaOfficeFinance Corp.2026-10-013000001.0Sophia Millersophia.m@example.comClosed - Won2024-04-25

Want this on your real data?

I can wire this to your live Zoho CRM in days, showing immediate value.

bing@bkydataconsulting.com