3 Real Estate Investing Metrics Every Bookkeeper Should Visualize (with Linkly-Reports)
Top 3 KPIs Every Real Estate Investor Wants from Their Bookkeeper
As a professional bookkeeper serving real estate investors, your value goes far beyond recording transactions. Investors want clarity. They want insight. Most importantly, they want data they can act on—without sifting through spreadsheets.
In this post, we’ll show you the Top 3 KPIs your clients care about most—and how to present them using live dashboards powered by Looker Studio and our secure client portal system.
📊 1. Net Cash Flow Over Time
Why it matters: Net cash flow is the single most important metric for any rental property owner. It tells investors what’s actually going into their pockets each month after expenses.
Show it like this: Embed a bar chart showing net cash flow per month, with color-coded profit vs loss.
🔗 View Live Dashboard – Property Cash Flow Comparison
What clients see: > “This is exactly what I need to know each month. It’s all right here—no emails, no downloads.”
💸 2. Expense Breakdown by Category
Why it matters: Investors want to track where their money is going—maintenance, taxes, capex, and utilities. Identifying spikes helps reduce costs and improve ROI.
Show it like this: A donut or stacked bar chart summarizing all monthly expenses by category.
🔗 View Live Dashboard – Expense Category Breakdown
What clients say: > “Seeing that maintenance costs spiked last quarter helped me renegotiate with my property manager.”
🏠 3. Monthly Rental Income Trend
Why it matters: Trends in rental income help forecast future performance, track occupancy, and verify that expected rents are being collected on time.
Show it like this: A line graph showing rental income for each property month-by-month.
🔗 View Live Dashboard – Monthly Expense Trends
What this proves: > “Everything’s on track—my income is stable. Or, this dip in August needs my attention.”
🎯 Why Real Estate Clients Love Dashboards
- Always accessible: No more buried emails or Excel files
- Visual & fast: Instant understanding, no need for finance skills
- Trust-building: You look more professional and organized
Bonus: These dashboards update automaticallybased on your Google Sheets bookkeeping data.
🔐 How to Deliver These KPIs with Zero Tech Hassle
Using our Link Portal SaaS, you can: - Automatically sync Looker Studio dashboards to each client’s private URL - Manage up to 100+ clients with secure access controls - Deliver PDF reports and dashboards in one central place
✅ Built for bookkeepers who serve real estate investors.
🚀 Ready to Try It?
Start with a free trial and deliver stunning dashboards your clients will thank you for.
🟢 No setup headaches. 🔒 Fully private. 📈 Designed for trust.
