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Portfolio Dashboard

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Portfolio Operations|KPI Dashboard
As of โ€” qb QuickBooks

Property Portfolio
at a glance

Live operational view of 44 units across the AreaYield, Auben, PMI Eagles, and Deca PM portfolios. Pulled directly from the Google Sheet โ€” refreshes automatically on load, and on demand via the button.

Occupancy
93.2%
41 of 44 units occupied
Monthly Rent Roll
$47,831
$573,972 annualized run-rate
Turnover Rate
11.4%
5 tenants left recently
Avg Days on Market
34.8d
From 5 recent turnovers
Vacant Units
3
Flagged "Vacant" in the rent roll
Renewals โ€” 60 days
5
Lease expiring within 60 days
Renewals โ€” 90 days
10
Lease expiring within 90 days
Lease Renewal Rate
โ€”%
renewed vs. not renewed
Lease status
Vacant 0 Vacant Soon 0 Checking Lease Renewal 0 Renewed 0
Lease renewal rate
โ€”%
renewed รท (renewed + not renewed)
Renewals due soon
Property & Unit Tenant Lease Ends Days Left Monthly Rent Manager
Turnover & vacancy detail
Unit Days on Mkt
Currently vacant
Financial performance โ€” period comparison
compared to
Prior Current Change %
R&M % of Revenue
โ€”%
Revenue per unit / mo
โ€”
Expense ratio
โ€”%
NOI margin
โ€”%
Trend across all periods
Period Revenue Expenses NOI Margin R&M % vs. same month prior yr
What drove the change
Expense category Prior Current Change
Year over year by property
Property Revenue ฮ” Revenue Expenses ฮ” Expenses NOI Margin R&M %
Metrics requiring additional data
Collection Rate & On-Time Payment
โ€”
% of rent collected vs. owed and % paid on time needs payment-date / AR-aging data. Not in the rent roll (scheduled rent only) and not in a P&L. To unlock: add an A/R Aging Summary or Invoice list export alongside the P&L files.