Using the Evaluating Leases Dashboard

Assess long-term store performance and market context to make informed lease decisions.

Overview

The Evaluating Leases Dashboard provides a comprehensive view of foot traffic performance across all store locations, with a focus on helping real estate teams make lease-related decisions. Whether a store is thriving, underperforming, or somewhere in between, this dashboard equips you with the context needed to take action.

It's especially valuable for reviewing borderline stores — the ones that aren’t clearly succeeding or failing. By pairing store-level trends with local market context, competitor performance, and retail center data, the dashboard helps you determine if issues are store-specific or market-driven.

 

Accessing the Evaluating Leases Dashboard

1. If you haven’t created a dashboard yet:
   Go to the Dashboard tab. You’ll be prompted to select a use case — choose Evaluating Leases.
2. If you’ve created dashboards before:
   Click My Dashboards in the top-right. Select Create New Dashboard and choose Evaluating Leases.

This dashboard loads immediately — no setup needed.

• Name your dashboard
• Apply filters to narrow the store set
• Adjust the date range (default: latest 12 months)
• Add comparisons using the Comparison Menu

Using the Dashboard Header

The dashboard header allows you to:

• Apply store filters by location, site type, or other criteria
• Set the date range to review performance over the latest 12 months
• Add comparison sets for context: competitor benchmarks, center-level trends, or market-wide activity

Key Metrics Displayed

1. Market Category Cards

Stores are automatically grouped into:

• Growing Markets – Above a set growth threshold
• Stable Markets – Limited change in traffic
• Declining Markets – Traffic is dropping below a defined threshold

Thresholds are adjustable and the groupings update instantly.

2. Store Evaluation Table

This includes:

• Store name and address
• Visits over the latest 12-month period
• Visits from the previous comparable period
• Year-over-year visit growth (%)

3. Comparison Tools

Use the Comparison Menu to view how each store’s performance stacks up against:

• Competitive Set – Peer retailers in the area
• Center – Performance of the overall shopping environment
• Market Spend – Trends in customer spending nearby

Using Filters and Customization

• Filter stores by location, site type, or brand segment
• Customize the market category thresholds
• Export your full dashboard data as a CSV

Example Use Case

Your real estate team is reviewing 20 leases up for renewal. You already know that 5 of them are highly profitable, and another 5 are clearly unprofitable. The remaining 10 are borderline cases — stores that could be worth keeping but need more context.

You open the Evaluating Leases Dashboard to:

• Review each store’s 12-month traffic trend
• Understand how each store’s shopping center is performing
• See how local competitors are trending
• Determine whether underperformance is store-specific or part of a wider market issue

This gives you the intelligence needed to make confident lease decisions.