Platform / Reports & Dashboards

Your next report, already drafted.

Trebellar AI creates reports and presentations from your portfolio data in minutes – and every dashboard can explain itself. Just ask.

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  • In minutes, not months

    Generate summary recommendations, an exec-ready email, or a finished presentation – just ask.

  • Ask your dashboard what it means

    Ask your agent to analyze and summarize any metric or trend, right where you're looking at it.

  • Grounded in your ontology

    Every summary and every number traces back to the same governed data your agents run on.

Reports

Do 80% of your reporting prep work in minutes. Preserve more time for strategy and stakeholder engagement.

  • Ask for it, get it. Describe what you need – no template required, no blank page to start from.
  • Written or visual, your call. Generate a narrative summary, a finished presentation, or both from the same request.
  • Charts included. Visuals are generated and embedded automatically, not pasted in by hand.
  • Fully editable. AI drafts it – you shape the story before it ships.

Dashboards

Easily configure views tailored to your own portfolio & KPIs. Every dashboard can explain itself, just ask.

  • Built for CRE. Track lease, cost, occupancy, and utilization out of the box.
  • Fully configurable. Set up the views your team actually needs, not a fixed template.
  • Ask what it means. Invoke an agent to analyze and summarize any chart or trend.
  • Always current. Reflects the same live, structured data your agents use.

From question to deliverable

Start wherever makes sense – a dashboard you're already looking at, or a question you need answered – and end with something you can ship.

  1. Ask

    Request an analysis of any dashboard, metric, or trend.

  2. Generate

    Get a written summary or a full presentation in minutes.

  3. Ship

    Every output is editable and ready to share, as-is or refined.

How teams use reports and dashboards

  • Board or exec update

    Turn a quarter's worth of portfolio data into a polished presentation, ready to present.

  • Weekly portfolio check-in

    Ask a dashboard what changed, and get a written summary for your team in minutes.

  • Scenario summary for stakeholders

    Document a planning decision with a report that shows the data behind it.

  • Ad hoc stakeholder question

    Get a fast, cited answer to “why did this number change” without building a new dashboard.

Enterprise-grade security, built in. Governed data and SOC 2 compliance – so your real estate data stays secure.

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Ask a question. Get a deliverable.

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