Real Estate Excel Dashboard
Budget: $30 – $250 USD
My investment workbook already holds a clean data table and a couple of pivot tables; what is missing is a polished, corporate-style dashboard in Excel. I want the user experience to start with two slicers—one for any combination of properties in the portfolio and another for the desired hold period (1 to 10 years). Once those filters are applied, the dashboard must instantly surface the key numbers I track most closely:
• Annual Cash-on-Cash Average
• Yield on Cost for the chosen year
• Total Returns (cumulative cash flow plus sale proceeds)
• Equity and Debt requirements for the selected hotel(s)
And total occupancy/ADR/RevPar
All visuals can be cards, pivot charts, or whichever Excel elements you feel best communicate the figures, provided they stay on one clean summary sheet that fits a typical laptop screen without scrolling. I’m aiming for a blue-gray corporate palette, crisp typography, and clear separation between KPIs and any supporting charts.
Because the underlying data structure is finished, your focus is purely front-end: link to the existing pivots (or rebuild them if it makes the layout easier), apply consistent number formatting, and ensure the slicers drive every metric accurately. A brief hand-off note explaining where formulas live and how to add new properties later will round things out.
Deliverables
1. One interactive dashboard sheet inside the current workbook
2. Slicers pre-configured for Property and Hold Years (1-10)
3. Clean, corporate visual styling and locked formatting to protect formulas
4. Short hand-off notes or video walkthrough (optional but appreciated)
If you are comfortable with Excel slicers, pivot charts, and dynamic formatting, this should be a quick, high-impact task.
• Annual Cash-on-Cash Average
• Yield on Cost for the chosen year
• Total Returns (cumulative cash flow plus sale proceeds)
• Equity and Debt requirements for the selected hotel(s)
And total occupancy/ADR/RevPar
All visuals can be cards, pivot charts, or whichever Excel elements you feel best communicate the figures, provided they stay on one clean summary sheet that fits a typical laptop screen without scrolling. I’m aiming for a blue-gray corporate palette, crisp typography, and clear separation between KPIs and any supporting charts.
Because the underlying data structure is finished, your focus is purely front-end: link to the existing pivots (or rebuild them if it makes the layout easier), apply consistent number formatting, and ensure the slicers drive every metric accurately. A brief hand-off note explaining where formulas live and how to add new properties later will round things out.
Deliverables
1. One interactive dashboard sheet inside the current workbook
2. Slicers pre-configured for Property and Hold Years (1-10)
3. Clean, corporate visual styling and locked formatting to protect formulas
4. Short hand-off notes or video walkthrough (optional but appreciated)
If you are comfortable with Excel slicers, pivot charts, and dynamic formatting, this should be a quick, high-impact task.
Related categories:
Visual Basic
Graphic Design
Data Processing
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis