Real Estate Portfolio Excel Dashboard

Заказчик: AI | Опубликовано: 05.11.2025
Бюджет: 25 $

I need a master Excel workbook that lets me manage every property in my portfolio—both long-term multi-unit rentals and short-term flip projects—in one place. Each property will live on its own sheet with automated monthly summaries for: • mortgage and escrow payments • insurance, taxes, and utilities • every revenue stream (rent, garage, laundry, etc.) A central “Expenses & Improvements” sheet must capture every cost—no matter how small, right down to mileage to and from the property. I want to assign each line item to the correct property via a simple drop-down and have totals roll up automatically. Key features I am after • Linked formulas that feed a portfolio-level dashboard showing cash flow, cap rate, ROI for flips, and category break-downs across all properties. • Clear data-entry zones and protected calculation cells so mistakes are minimized. • Built-in category lists for quick data validation (Mortgage, Insurance, Repairs, CapEx, Mileage, etc.). • Visuals: at-a-glance charts for monthly income vs. expenses, year-to-date profit, and maintenance cost distribution. • Flexibility to add new properties later without breaking the dashboard. Acceptance criteria 1. All sheets correctly cross-reference; changing a single entry updates every total and chart. 2. Template is delivered blank of sample data but fully functioning. 3. Instructions tab briefly explains how to add a property, log an expense, and read the dashboard. Please outline your relevant experience with advanced Excel dashboards or similar real-estate work when you respond.