SMA Consulting

Homebuilding Metrics & Reporting

SMA iNHSS Summit

February 23-24, 2023 (Thursday and Friday) 
Anderson, SC

8:30AM - 4:30PM Thursday
8:30AM - 3:00PM Friday

This intense program is designed to bring company managers and financial executives up to speed on metrics and dashboard reports and how to use them in their homebuilding business. The program is software neutral and most of the discussed ingredients will work in any homebuilding environment. Don’t miss out on the once per semester offering.

Day 1: (8:30M – 4:30 PM) 

Metrics of Homebuilding (with National Benchmarks) 

  1. Financial Management
      o Profit & Loss Metrics
      o Balance Sheet Metrics (ratios and inventories)
      o Cash Flow Metrics
      o Job Costing Metrics
  2. Construction Management Metrics
  3. Warranty Metrics
  4. Purchasing & Preconstruction Metrics
  5. Sales Metrics
  6. Customer Satisfaction Metrics
  7. HR Metrics (including compensation)
  8. Even Flow Metrics
  9. Results are important – projections are vital  

Day 2: (8:30 AM – 3 PM) 

Reporting: Dashboards for every department (AM)

  1. Operations (Starts, closings, backlog, lots)
  2. Finance - Sales
  3. Gross Profit (multiple departments)
  4. HR
  5. Warranty

    Gathering the Information (PM)

  6. Software
  7. Spreadsheets
  8. Database design

Contact Info

107 Viaroma Drive
Anderson, SC 29621

(321) 948-8737

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