Dashboard
Total Investors
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Active investor accounts
Total Invested
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Across all properties
Portfolio Value
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Current estimated value
Pending Approvals
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Users awaiting approval
Top Investors
InvestorInvestedProperties
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Recent Properties
PropertyValueInvestorsAcquired
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Properties
Manage all properties. Click a property to edit or sync with Zillow.
PropertyTypeValueRent/moStatusInvestorsActions
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Investors
All investor records imported from Excel. Shows real investment data.
InvestorEmailTotal InvestedCash Flow EarnedROIPropertiesActions
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User Accounts
Manage investor login accounts. Approve pending registrations.
All Users
Pending Approval
Approved
Admins
NameEmailRoleStatusRegisteredActions
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Blog Posts
Create and manage investment insight articles.
TitleCategoryStatusViewsDateActions
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News
Company updates, market news, and announcements.
TitleCategoryStatusDateActions
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Import Excel Data
Upload your Excel files to update investor records, property data, and financial returns. Safe to re-upload โ€” existing records are updated, not duplicated.
๐Ÿ‘ฅ Investor File

Upload Investment_History___Investor_Details.xlsx
This imports all investor details, investment amounts, and property links.

๐Ÿ“Š

Drop file here

or click to browse

๐Ÿ  Property File

Upload individual property files like 11395_Sobieski_St.xlsx
Imports acquisition cost, ownership %, and cash flow per property.

๐Ÿ˜๏ธ

Drop file here

or click to browse

๐Ÿ’ฐ Annual Cash Flow

Upload 2024_Income_Statement_..._Summarized.xlsx
Updates yearly returns for all investors across all properties.

๐Ÿ“ˆ

Drop file here

or click to browse

๐Ÿ“‹ Import Status
Investors in DB
โ€”
Properties in DB
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Last Import
Never
๐Ÿ“Š Consolidated Cashflow Database Powers investor portal Financial Data tab โ€” auto-updates all investors

Upload Consolidated_Cashflow_Database.xlsx. Sheets must be named like Database 2024, Database 2025. To add a new year: just upload an updated file with a new sheet โ€” all investor views update automatically.

๐Ÿ“Š

Drop Consolidated_Cashflow_Database.xlsx

Contains multiple year sheets โ€” all imported at once

Years in Database
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