Service 03 · Portfolio Overview

Portfolio Overview.

Consolidated project financials in a single view — total costs, sales revenue collected, unsold portfolio value, monthly rental income, and gross yield against total project cost.

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What the Portfolio Overview gives you

The headline financial position of the whole project, derived live from the underlying data — the view you open first.

Cost vs revenue

Total project cost set against sales revenue collected to date — the headline position at a glance.

Unsold portfolio value

The market value still sitting in unsold units, so you know what remains to be realised.

Rental income

Monthly rental income across the portfolio, rolled up live from the unit level.

Gross yield

Portfolio gross yield measured against total project cost, with cost breakdown by category and percentage share.

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The whole project,
in one view.

Fixed scope, fixed fee, two-week remote delivery. Send us your project and we’ll show you the consolidated overview.

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