Property Management KPI Dashboard
Budget: $30 – $250 USD
I need a clear, investor-focused KPI dashboard built in Excel that lets me monitor the health of a property portfolio at a glance. The workbook should automatically pull or accept monthly figures, then present each metric side-by-side in both clean tables and intuitive charts so investors can drill down or get a quick snapshot during meetings.
Core KPIs to visualise
• Occupancy rate
• Rental income
• Maintenance costs
• Planned-preventive maintenance (PPM) status
• Lease expiry timeline
• New lease count
• Tenant satisfaction score
• Budget vs. actual spend
• Cost variance
• Utility cost trends
• Average rent per sqm
What I expect
– One Excel file with an easy “Data” sheet for raw inputs and separate dashboard tabs for tables and interactive graphs.
– Dynamic formulas or Power Query/Pivot solutions that recalculate when new data is added, without breaking.
– Slicers or drop-downs to filter by building, period, or unit type.
– Consistent colour coding and clear labelling so non-technical investors immediately grasp the story behind the numbers.
– Brief documentation showing where to input data and how to refresh visuals.
If you have previous experience designing property or finance dashboards in Excel (Power Pivot, Power Query, dynamic charts), that will help us move fast. Please share a sample or describe a similar project you completed, along with your estimated timeframe.
Core KPIs to visualise
• Occupancy rate
• Rental income
• Maintenance costs
• Planned-preventive maintenance (PPM) status
• Lease expiry timeline
• New lease count
• Tenant satisfaction score
• Budget vs. actual spend
• Cost variance
• Utility cost trends
• Average rent per sqm
What I expect
– One Excel file with an easy “Data” sheet for raw inputs and separate dashboard tabs for tables and interactive graphs.
– Dynamic formulas or Power Query/Pivot solutions that recalculate when new data is added, without breaking.
– Slicers or drop-downs to filter by building, period, or unit type.
– Consistent colour coding and clear labelling so non-technical investors immediately grasp the story behind the numbers.
– Brief documentation showing where to input data and how to refresh visuals.
If you have previous experience designing property or finance dashboards in Excel (Power Pivot, Power Query, dynamic charts), that will help us move fast. Please share a sample or describe a similar project you completed, along with your estimated timeframe.