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Templates/Rent Roll Dashboard

Rent Roll Dashboard.

Your full rent roll with occupancy, collections, and delinquency at a glance.

Live demo coming soonReal estate & property · Finance
Demo screenshot coming soon

About this template

Replace the monthly rent roll spreadsheet with a live view of every unit: tenant, lease dates, market vs. actual rent, balance owed, and status. Stat cards track occupancy, gross potential rent, loss to lease, and total delinquency, with charts breaking collections down by property. Filter by property, unit status, or balance to pull the delinquency list before the 5th of the month.

The live demo ships with sample data: 118 units across 3 sample properties (a 72-unit apartment building, a 30-unit complex, and 16 scattered single-family rentals) with tenants, lease terms, market and actual rents, and balances, including 7 delinquent accounts and 9 vacant units.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a rent roll dashboard for Lakeshore Residential, a small property management company in Grand Rapids whose two-person office uses it to replace the monthly rent roll spreadsheet with a live view of all 118 units. Layout, top to bottom. First, a row of four stat cards: Occupancy 92.4% (109 of 118 units), Gross Potential Rent $166,300 per month, Loss to Lease $6,150 per month, and Total Delinquent $9,870 across 7 accounts. Second, a charts row: a bar chart of billed versus collected rent this month by property (properties on the x axis, dollars on the y axis, two bars per property) beside a donut chart of units by status (current, notice given, delinquent, vacant). Third, the main region: a sortable table of every unit with tabs for All Units, Delinquent, and Vacant. Columns: Unit, Property, Tenant, Lease Start, Lease End, Market Rent, Actual Rent, Balance, Status. Status renders as a badge: green current, amber notice given, red delinquent, gray vacant. Filters above the table: property dropdown, status dropdown, and a Balance Owed toggle that shows only units carrying a balance. Default sort is Property then Unit; the Delinquent tab defaults to Balance descending. An Add Unit button opens a dialog capturing property, unit, tenant, lease dates, market rent, actual rent, paid this month, balance, and status; clicking a row opens the same dialog to edit. Seed three properties and 118 units so every view is fully populated on first load. The Fairmont is a 72-unit apartment building with market rents $1,195 to $1,650. Maple Court is a 30-unit complex with market rents $995 to $1,275. Sixteen scattered single-family rentals run $1,550 to $2,200. Occupied units pay actual rents 2 to 6 percent below market. Nine units are vacant (5 at The Fairmont, 2 at Maple Court, 2 single-family) and three tenants are on notice. Seven tenants are delinquent with balances $410 to $2,760. Plant the story: five of the seven delinquencies sit at Maple Court and total about $7,200, so the property bar chart and the Delinquent tab both point at Maple Court as the problem property. Give every occupied unit an amount paid this month: full rent for current and notice tenants, partial or zero for delinquent ones; the billed versus collected chart reads these amounts. Use 12-month lease terms with start dates staggered over the last year and realistic tenant names. Compute occupancy, gross potential rent as the sum of market rents, loss to lease as market minus actual across occupied units, total delinquency, and per-property collections; everything else is entered by hand. Use a deep emerald accent for primary actions, chart emphasis, and active tabs, on a clean light neutral base.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • Stripe
  • Postgres

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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