#4 · Template

Rental Portfolio Dashboard — Excel & Google Sheets Template for Up to 10 Properties

Each property has its own file, its own loan and its own folder. Ask what the portfolio earns in a month and the answer takes an afternoon of adding — and the number you most want to know, how much of that rent depends on a single tenant, never gets calculated at all.

One-time purchase $34

Get the Dashboard — $34

Works in Excel and Google Sheets. One payment, yours to keep.

A light spreadsheet listing page reading "Rental portfolio spreadsheet — all of it, on one page" over a cyan rule and the line Excel plus Google Sheets. — All of it, on one page.

What the file does

Portfolio Dashboard is one row per property and one page for the lot. You type eight numbers for each one — what you paid, what it is worth today, rent, expenses, debt, payment, cash invested — and the file adds them up: cash flow, equity, cash-on-cash, LTV and cap rate (market) for the whole portfolio, every property ranked by cash flow, and what happens to the total if any one of them goes vacant.

The number

The headline "Monthly cash flow, five properties" above a pale blue panel showing $2,290 and a beige row reading total equity $495,000. — In the example loaded in the file: five properties, $2,290 a month after expenses and the loans, $495,000 in equity. Arithmetic on numbers someone typed in, not a typical result.

What's included

Five tabs: Start Here · Properties · Portfolio · Portfolio Dark · The Numbers
Up to 10 properties, one row each — not one more
80 cells you can type in — ten rows × eight columns
A worked example already loaded — five properties, from a $168,000 single to a $410,000 triplex — so nothing is ever blank
Four headline numbers: monthly cash flow · total equity · cash-on-cash · cash invested
Ten supporting numbers behind them: properties counted, market value, what you paid, value above what you paid, debt, portfolio LTV, monthly rent, monthly expenses, monthly loan payments and cap rate (market)
If one goes vacant — the three properties your rent depends on the most, and what the portfolio total becomes in each case, one vacancy at a time with everything else unchanged
All of them, in order — every property by monthly cash flow, with its cash-on-cash
A dark Portfolio page, the same view drawn on a dark background — a second tab, nothing to switch on
The Numbers, a tab that defines every figure, says where the file stops, and says what it cannot tell you
Works in Excel and Google Sheets, desktop and mobile
One payment. Yours to keep. No subscription

How it works

Type one row per property
What you paid, what it is worth today, rent, expenses, debt, payment, cash invested.
Read the Portfolio page
Cash flow, equity, cash-on-cash and LTV, for everything at once.
Update it when something changes
A rent increase, a refinance, a new purchase — one row, and the page follows.

What you see before you pay

Every image below is a screenshot of the file itself, with the worked example that comes loaded in it.

A cropped screenshot titled "If one goes vacant" listing three properties, what the portfolio total becomes in each case, and the rent at risk. — If one goes vacant: one vacancy at a time, everything else unchanged.

A list of the five tabs in the file with a one-line description of each. — The five tabs, and what each one holds.

A capacity panel reading up to ten properties, one row each, eighty cells you can type in. — The capacity of the file, stated plainly.

A dark portfolio dashboard showing $2,290 monthly cash flow, $495,000 total equity, 6.67% cash-on-cash and $411,800 cash invested, in pale cyan on near-black. — The same Portfolio page, drawn dark. A second tab, nothing to switch on.

Three numbered steps: type one row per property, read the Portfolio page, update it when something changes. — Type a row, read the page, keep it current.

The same dashboard shown in Excel and in Google Sheets, on desktop and on a phone. — Excel and Google Sheets, desktop and mobile.

A list of what the file does not do, including that it does not rank a property or recommend one. — What the file does not do.

Compatibility

Microsoft Excel · Google Sheets · both mobile apps. No add-ins, no macros, no account to create. Formulas are open — you can see every calculation.

Questions

Do I need Excel?

No. The file opens in Google Sheets and in the Excel mobile app, and behaves the same in both.

Is this a subscription?

No. One payment, and the file is yours to keep. There is nothing to renew.

Can I edit it?

Yes. Every formula is open to read. The sheets are protected so a stray click cannot delete a formula. In Excel: Review > Unprotect Sheet. The password is printed inside the file, in Start Here. In Google Sheets: you own your copy, so you can edit anything — Sheets will just ask you to confirm first.

How many properties does it hold?

Ten, and the tenth is the last one. Type over the empty rows that are already there — do not insert rows, because the totals use fixed cell references and inserting rows breaks them.

Does it analyze a property I am thinking of buying?

No. This file measures what you already own. For a purchase, use the Rental Property Analyzer; to line several candidates up against each other, use the free Deal Screener.

Does "if one goes vacant" mean that property is a bad one?

No. It measures how much of your rent depends on each property, so the one at the top is usually the one carrying the most, not the worst one. The ranking below it is arithmetic too, not a recommendation.

Can I use this for my taxes?

No. These are the numbers you entered, added up — not a tax return, and no form is filled. See the disclaimer below, and take your numbers to a qualified professional.

Everything you own, on one page

One payment of $34, and the file is yours to keep. No subscription, nothing to renew — and a one-page Welcome Guide arrives with it.