Small Rental Portfolio Performance Dashboard
Track rent roll, vacancy, cash-on-cash returns, and DSCR across units. Free .xlsx with formulas. Tracks Monthly Gross Scheduled Rent, Portfolio Vacancy Rate.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Monthly Gross Scheduled Rent", "Portfolio Vacancy Rate" and "Average Cash-on-Cash Return" 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 rent roll, occupancy trends, cash-on-cash returns, and DSCR for a small rental portfolio. Enter one row per property or unit per month, including scheduled rent, collected rent, operating expenses, debt service, and invested equity. The dashboard aggregates the data to highlight income stability, leverage risk, and overall return performance. Update the data monthly to compare properties, spot underperforming assets, and support financing or acquisition decisions.
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 Gross Scheduled Rent" and "Portfolio Vacancy Rate"
- Make faster decisions based on "Average Cash-on-Cash Return"
- 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 Gross Scheduled Rent
- Portfolio Vacancy Rate
- Average Cash-on-Cash Return
- 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
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 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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