Workflows

Every asset class, one performance view

Benchmark performance and track variance across every asset class.

Portfolio & Asset Performance operations workflow
01Cross-Asset Dashboards
02Benchmarking
03Variance Tracking
04Board & Stakeholder Reporting

Build surface

A workflow shaped like the business

Connect records, automation, and reporting in one workflow.

Anchor capability

Cross-Asset Dashboards

Compare performance across asset classes and markets in one consolidated view.

Operating layer
Single view across asset classes
Faster variance detection
Standardized benchmarking

Benchmarking

Measure properties against portfolio and market benchmarks automatically.

Variance Tracking

Spot budget-to-actual variance early with automated alerts.

Board & Stakeholder Reporting

Generate consistent, presentation-ready reporting for owners and boards.

Outcomes

Make the work visible

Turn exceptions and handoffs into clear operating rules.

01

Single view across asset classes

02

Faster variance detection

03

Standardized benchmarking

04

Board-ready reporting in minutes

05

Drill-down from portfolio to property

06

Fewer manual reporting cycles

Implementation rhythm

Start focused. Extend without rebuilding.

Launch one workflow. Learn, then expand.

1

Model the records

Define the records and roles behind portfolio & asset performance.

2

Ship the workflow

Launch a focused app and refine the handoffs.

3

Automate the exceptions

Add reporting, approvals, and integrations.

Run your portfolio & asset performance on Path

Start free, or book a demo.