Excel Specialist Wanted for Comprehensive Property Portfolio Management Tool!
Budget: $30 – $250 AUD
**Contest: Excel Specialist Wanted for Comprehensive Property Portfolio Management Tool!**
Are you an Excel virtuoso with a passion for crafting intricate and comprehensive spreadsheets? We're embarking on a quest to develop the of a cutting-edge Property Portfolio & Financial position Management Tool for our discerning clients. If you possess the expertise to meticulously organize data, create advanced formulas, and design visually captivating presentations, this contest is tailored for you! Join us in revolutionizing property portfolio management with a document that sets the standard for clarity, accuracy, and usability. I would like to be able to edit if required in the future therefore 2 copies will be required. 1 being password and field protected and the other with full access for any required changes.
**Requirements:**
**Tab 1: Welcome & Data Collection**
*Design and User Interface:*
- Create an inviting and user-friendly interface that reflects our professional standards, incorporating the company logo colours (blue, white, grey). Thinkhloans.com.au
- Ensure intuitive navigation and seamless data entry for clients of varying technical abilities. Buttons for each data collection point.
*Data Collection:*
- Enable clients to input and organize key financial details pertaining to their property portfolio, income sources, assets, and liabilities.
- Segment data entry into the following comprehensive sections:
*Employment Income:*
- Allow clients to input their before-tax income from employment.
*Property Data Collection:*
- Number of Properties: Implement a dropdown menu enabling selection from 1 to 50 properties.
- Property Details: Facilitate entry of detailed information for each property, including:
- Address
- Current Market Value
- Purchase Date
- Loan Details: BSB, Account Details, Loan Type (e.g., fixed, variable), Remaining Term, Interest Rate, Repayment Amount There may be more than one loan per property
- Rental Income
- Lender Details
- Loan Purpose (e.g., Owner Occupied, Investment, SMSF, Commercial)
- Growth Since Purchase %
- Offset Account Confirmation attached to loans – There may be more than one loan per property and more than one account attached to the loan.
*Wages and Additional Debts:*
- Provide fields for clients to input details of any additional debts, such as:
- Credit Cards
- Personal Loans
- Car Loans
- Business Debts
- Include fields for balances, limits, rates, repayment terms, and source of repayment.
**Tab 2: Portfolio Diagram**
*Dynamic Visualization:*
- Automatically generate a visually striking portfolio diagram based on the data entered in Tab 1.
- Utilize company colours and design elements to create an engaging and informative representation of the property portfolio. – Thinkhloans.com.au
- Include graphical elements to illustrate property values, loan amounts, rental income, and other relevant metrics.
- Ensure the diagram is dynamic, updating in real-time as data is modified, providing clients with a dynamic overview of their portfolio.
**Tab 3: Results Page**
*Comprehensive Analysis:*
- Compile a comprehensive analysis of the client's property portfolio and financial position based on the data entered in Tab 1.
- Calculate and present various financial metrics including:
*Income:*
- Total Employment Income: Calculate after-tax income per week, fortnight, month, and year using Australian tax rates.
- Total Rental Income: Aggregate rental income from all properties.
*Expenses:*
- Investment Expenses: Summarize expenses related to property investments.
*Property Portfolio:*
- Property Values: Provide an overview of total property values and growth since purchase.
- Total Debts: Calculate total debts for both home loans and non-home loans, including repayment amounts.
- Loan-to-Value Ratio: Compute the ratio of property home loans to property values.
- Available Equity: Determine available equity by subtracting total debts from total property values.
*Summary Presentation:*
- Present the results in a clear, concise, and visually appealing format, providing clients with a comprehensive understanding of their property portfolio and financial health.
- Utilize charts, graphs, and tables to enhance visualization and facilitate easy comprehension.
Attached are some screenshots of examples.
Are you an Excel virtuoso with a passion for crafting intricate and comprehensive spreadsheets? We're embarking on a quest to develop the of a cutting-edge Property Portfolio & Financial position Management Tool for our discerning clients. If you possess the expertise to meticulously organize data, create advanced formulas, and design visually captivating presentations, this contest is tailored for you! Join us in revolutionizing property portfolio management with a document that sets the standard for clarity, accuracy, and usability. I would like to be able to edit if required in the future therefore 2 copies will be required. 1 being password and field protected and the other with full access for any required changes.
**Requirements:**
**Tab 1: Welcome & Data Collection**
*Design and User Interface:*
- Create an inviting and user-friendly interface that reflects our professional standards, incorporating the company logo colours (blue, white, grey). Thinkhloans.com.au
- Ensure intuitive navigation and seamless data entry for clients of varying technical abilities. Buttons for each data collection point.
*Data Collection:*
- Enable clients to input and organize key financial details pertaining to their property portfolio, income sources, assets, and liabilities.
- Segment data entry into the following comprehensive sections:
*Employment Income:*
- Allow clients to input their before-tax income from employment.
*Property Data Collection:*
- Number of Properties: Implement a dropdown menu enabling selection from 1 to 50 properties.
- Property Details: Facilitate entry of detailed information for each property, including:
- Address
- Current Market Value
- Purchase Date
- Loan Details: BSB, Account Details, Loan Type (e.g., fixed, variable), Remaining Term, Interest Rate, Repayment Amount There may be more than one loan per property
- Rental Income
- Lender Details
- Loan Purpose (e.g., Owner Occupied, Investment, SMSF, Commercial)
- Growth Since Purchase %
- Offset Account Confirmation attached to loans – There may be more than one loan per property and more than one account attached to the loan.
*Wages and Additional Debts:*
- Provide fields for clients to input details of any additional debts, such as:
- Credit Cards
- Personal Loans
- Car Loans
- Business Debts
- Include fields for balances, limits, rates, repayment terms, and source of repayment.
**Tab 2: Portfolio Diagram**
*Dynamic Visualization:*
- Automatically generate a visually striking portfolio diagram based on the data entered in Tab 1.
- Utilize company colours and design elements to create an engaging and informative representation of the property portfolio. – Thinkhloans.com.au
- Include graphical elements to illustrate property values, loan amounts, rental income, and other relevant metrics.
- Ensure the diagram is dynamic, updating in real-time as data is modified, providing clients with a dynamic overview of their portfolio.
**Tab 3: Results Page**
*Comprehensive Analysis:*
- Compile a comprehensive analysis of the client's property portfolio and financial position based on the data entered in Tab 1.
- Calculate and present various financial metrics including:
*Income:*
- Total Employment Income: Calculate after-tax income per week, fortnight, month, and year using Australian tax rates.
- Total Rental Income: Aggregate rental income from all properties.
*Expenses:*
- Investment Expenses: Summarize expenses related to property investments.
*Property Portfolio:*
- Property Values: Provide an overview of total property values and growth since purchase.
- Total Debts: Calculate total debts for both home loans and non-home loans, including repayment amounts.
- Loan-to-Value Ratio: Compute the ratio of property home loans to property values.
- Available Equity: Determine available equity by subtracting total debts from total property values.
*Summary Presentation:*
- Present the results in a clear, concise, and visually appealing format, providing clients with a comprehensive understanding of their property portfolio and financial health.
- Utilize charts, graphs, and tables to enhance visualization and facilitate easy comprehension.
Attached are some screenshots of examples.
Related categories:
Excel
Property Management
Creative Design
Budgeting and Forecasting
Financial Software Development