1. Project Overview: Develop an Excel-based dashboard to manage and track financial data for six properties located abroad in Europe.
2. Objectives: • Consolidate mortgage details for each property, including remaining balance and monthly payments. • Track rental income from tenants for each property. • Calculate monthly profit for each property and overall profit. • Create a master summary sheet that aggregates data from all six properties. • Design individual tabs for each property that update the master summary in real-time.
3. Requirements: • Data Fields for Each Property: • Property Identifier (Name/Location) • Total Mortgage Amount • Remaining Mortgage Balance • Monthly Mortgage Payment • Monthly Rent Income • Monthly Profit (Rent Income minus Mortgage Payment) • Master Summary Sheet: • Aggregated data showing total mortgage balance, total monthly payments, total rent income, and total profit across all properties. • Individual Property Tabs: • Detailed breakdown of each property’s financials. • Real-time updates when new data is entered.
4. Deliverables: • A fully functional Excel workbook with one master summary sheet and six individual property tabs. • Clear instructions for data entry and updates.
