How do I use the project opportunities dashboard?

Topic Overview

• Accessing the project opportunities dashboard
• Onboarding and support for evaluation
• Creating and evaluating project opportunities via email and AI
• Evaluating with multiple usage types
• Alasco cost benchmarks
• Viewing project locations on the map
• Managing the status of project opportunities
• Transferring to the execution phase
• Cash flow planning
• Extended dashboard features (Multi-project)

Accessing the project opportunities dashboard

The dashboard in the Plan area serves as a central entry point for acquiring, evaluating, and pre-planning potential projects. It visualizes your project opportunities in a pipeline, helping you decide which projects should be transitioned into a detailed developer calculation. The dashboard is continuously being extended to provide you with enhanced features and a better overview of your projects.

1. Open Plan in the sidebar.
2. Click on Dashboard.

Onboarding and support for evaluation

To help you get started with evaluating project opportunities, several support features are available:

• Example project opportunities: Every account includes an example project opportunity with preconfigured calculation versions to explore and learn by doing.
• Improved calculation guide: You can now copy example formulas directly from the guide and apply them in the formula bar.
• Alasco templates: Each account comes with an established Alasco template as a ready-to-use starting point.
• Guided onboarding: A new guided onboarding experience walks you through the core parts of the project calculation.

Creating and evaluating project opportunities via email and AI

You can now start the pre-calculation of project opportunities directly via an exposé and AI-driven data extraction to reduce manual entries:

• Intake email address for exposés: You can forward an exposé directly via email to your account's specific intake address (the address is displayed directly in the dashboard). This automatically kicks off the AI calculation flow.
• Default calculation templates: On a template's detail page, you can set it as the default, which is then automatically used for incoming emails.
• AI-driven data extraction: When you upload an exposé, the AI extracts base data and assumptions (including formulas) into your calculation. Every field shows a confidence level with an explanation and can be manually overwritten.
• Initial results in minutes: You receive an initial calculation including costs, revenues, and live KPIs (e.g., profit, margin) right away.

Evaluating with multiple usage types

In the project calculation, you can now calculate and compare multiple usage types per project opportunity. You can add as many usage types as needed, making it easier to validate complex project opportunities (including sensitivity analyses and KPIs).

Alasco cost benchmarks

Use the cost benchmarks, based on real Alasco projects, to create developer calculations more rapidly and validate estimates:

• €/m² figures are available for cost group 300 (building construction) and 400 (technical services).
• The data is grouped into quality tiers (Basic, Medium, High) and can be filtered by usage type (e.g., residential, office) as well as region.

Viewing project locations on the map

At the top of the dashboard, you will find an interactive geographical map. This map visualizes the locations of all created project opportunities. Project opportunities that do not have a configured location yet are handled accordingly and displayed separately.

Managing the status of project opportunities

Below the map is the pipeline view for project opportunities. This view separates active building projects from potential investments. The columns of the pipeline (e.g., New, In evaluation, Approved, Rejected) represent the current status of each project opportunity.

To update the status of a project opportunity, follow these steps:

1. Click and hold the card of the desired project opportunity in the pipeline.
2. Drag and drop the card into the column representing the new status.
3. Alternatively, you can change the status directly within the project opportunity details.

Additionally, you can click on Add directly in the Kanban board to smoothly open the modal for capturing new project opportunities.

Transferring to the execution phase

Once a project opportunity is ready for execution, you can transfer it from the calculation into the execution phase:

1. Open the actions menu of the desired calculation version.
2. Select the option to move to the execution phase ("Move to execution").

Your request will be sent to our team, and the calculation will be marked as transfer-in-progress.

Cash flow planning

With cash flow planning, you can analyze project opportunities in a time-based view to assess feasibility under more realistic conditions:

• Define milestones: Set up a timeline with milestones (e.g., acquisition, permit, construction, sales). In the future, milestones will also be visually marked directly in the cash flow view.
• Distribute over time: Distribute costs (cash outflow) and revenues (cash inflow) across milestones – e.g., linearly, as an S-curve, or as fixed amounts. More complex stacked distributions (e.g., MaBV-based payments) are also possible.
• Results: You receive a detailed overview of the monthly and cumulative liquidity need as well as the unlevered IRR.

Extended dashboard features (Multi-project)

On the multi-project dashboard (across all projects), you will find the "Needs attention" section. It provides you with automatic hints and warnings, such as budget overruns in contract units or invoices stuck in the approval workflow.

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