Managing Your Investments
Stessa's dashboards offer a comprehensive view of your investment performance. They help you move beyond day-to-day tasks and focus on the metrics that matter most to your real estate success, so you can make smarter decisions and optimize your portfolio.
Getting Started with Dashboards
Stessa dashboards are automatically set up to compute essential metrics based on:
Current month transactions
Property valuations
Account balances
The dashboards are intuitive and easy to use, so you can 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 of market values, outstanding loan balances, and available cash, representing the net worth of your entire real estate portfolio.
Cash on Cash Return: Measures investment performance, considering cash flow, actual cash invested, 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 detailed 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 showing 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 pro forma budget, and adjust the budget using the three-dot menu on the card.
Projects (Pro)
Pro users can categorize and track capital expenses by project, and compare actual costs to the budget for better financial tracking.
