Self Storage Profit Tracker Excel for your storage facility — rent roll by unit size, tenant payments, delinquency and auctions, and a monthly P and L dashboard. Know what every unit size actually earns — and whether…
About this template
Self Storage Profit Tracker Excel for your storage facility — rent roll by unit size, tenant payments, delinquency and auctions, and a monthly P and L dashboard. Know what every unit size actually earns — and whether the month actually made money. Built for self-storage owners and facility managers who need to know, size by size and tenant by tenant, what occupancy is really worth, who is late, and what auctions actually recovered — without accounting software. If a unit size is sitting empty, this workbook shows it before the next rate change.
$49
Excel & Google Sheets template — instant download on Etsy
Units and Rent Roll — unit size, total units, monthly rent, occupied and vacant units, occupancy percent, gross potential rent, actual rent collected, and vacancy loss for every unit size. Change a rent and the whole month updates.
Tenants and Payments — tenant, unit, unit size, monthly rent, due day, date paid, amount paid, late fee, status, and balance due for a 20-tenant sample. Status and balance due fill in by formula.
Delinquency and Auctions — tenant, unit, balance due, days late, late fees, status (30, 60, 90 days, lien, auctioned, written off), auction proceeds, and net loss. Net loss fills in by formula.
Monthly P and L — revenue, property tax, insurance, utilities, maintenance, payroll, marketing, loan payment and other expenses by month, Jan-Dec, with net profit and margin. Revenue is the full rent roll plus late fees.
Dashboard — total revenue, units, occupancy, gross potential vs actual rent, vacancy loss, expenses, net profit and margin, best and worst unit sizes, delinquent balances, and auction results.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Self-Storage Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Self-Storage Profit Tracker track?
The Self-Storage Profit Tracker tracks Units and Rent Roll; Tenants and Payments; Delinquency and Auctions; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 358 units, 299 occupied, 59 vacant; occupancy 83.5 percent.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.