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QuickBooks Real Estate Profit First Dashboard for Google Sheets & Excel

Get a live overview of your Real-Estate income distributions using the Profit First method. Using Profit First method business owners take a percentage from each sale as profit.

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Google Sheets



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Template description

This innovative dashboard applies the Profit First methodology to real estate investments, enabling investors to prioritize profitability and financial health. Compatible with Google Sheets and Excel, it's tailored for real estate professionals seeking a disciplined approach to financial management. Integration with LiveFlow allows for the dynamic updating of financial data from QuickBooks Online, ensuring adherence to the Profit First model with accurate, real-time data.

Key features

  • Applies the Profit First methodology to real estate investments for prioritized profit allocation.
  • Tracks financial performance of properties to ensure profitability and financial health.
  • Facilitates strategic financial management with a focus on cash distribution and reserves.

Who can this template help?

Real estate investors and property managers adopting the Profit First methodology

Use cases

Tracks financial performance of real estate investments, prioritizing profitability and cash reserves.

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Get started in 3 simple steps

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1. Import the template

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

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