Small Real Estate Portfolio Cash Flow & Equity Dashboard — free Excel template
Track monthly cash flow, equity build, and return on capital across your rental units
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Net Cash Flow", "Portfolio Equity" and "Average Monthly ROI on Capital" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to monitor monthly performance for a small real estate portfolio, including cash flow, equity build, and return on invested capital by property. Enter one row per property per month with actual income, expenses, loan principal paid, and equity. The dashboard aggregates results into portfolio-level KPIs so you can quickly compare properties, track trends over time, and evaluate return on capital for each unit.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Monthly Net Cash Flow" and "Portfolio Equity"
- Make faster decisions based on "Average Monthly ROI on Capital"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Monthly Net Cash Flow
- Portfolio Equity
- Average Monthly ROI on Capital
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 15 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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