Managing Your Investments
Stessa's dashboards offer a comprehensive view of your investment performance. They help you move beyond the day-to-day tasks and focus on metrics that matter most to your real estate success. With Stessa, you can make smarter decisions and optimize your investment portfolio.
Getting Started with Dashboards
Stessa dashboards are automatically set up to compute essential metrics based on:
Current month transactions
Property valuations
Account balances
You’ll find these dashboards intuitive and easy to use, allowing you to quickly assess key performance indicators for your portfolio.
Understanding The "Portfolio" Dashboard
The Portfolio Dashboard, also known as the All Properties Dashboard, consolidates data from all properties in your portfolio and calculates essential investment metrics.
Key Metrics:
Net Cash Flow: A detailed breakdown of your income and expenses for the current month, including any uncategorized transactions.
Net Worth: The total sum of market values, outstanding loan balances, and available cash—representing the net worth of your entire real estate portfolio.
Cash on Cash Return: This measures investment performance, considering cash flow, actual cash investment, debt, and capital expenses. Learn more about cash on cash return.
Understanding The "Property" Dashboard
The Property Dashboard focuses on data for individual properties, offering a more granular look at each investment.
Property Overview:
Includes essential details such as the address, date of acquisition, acquisition price, vacancy rate, total units, and associated documents.
Net Cash Flow by Month
A chart that shows monthly income and expenses, with toggle options to view specific categories. Pro users can filter by custom date ranges.
Valuation Over Time
This card tracks the growth of your property's valuation from the time of purchase. Pro users can filter by custom date ranges and update valuations for accurate tracking.
Monthly Expenses (Pro)
Pro users can compare monthly spending in each category with their proforma budget, and adjust the budget using the three-dot menu in the card.
Projects (Pro)
For Pro users, categorize and track capital expenses by Projects. Compare actual costs to the budget for better financial tracking.
