How to Create a Cashflow Dashboard
I saw the changes with the new Dashboard and it will be very cool to have a cash flow view like in Airbnb. I attach an image.
How can I see how much revenue is coming for each of the Mondosol's properties by month and property?
I have created opportunities for most of the reservation and linked to an organization and project that are referring to a property OK? I have followed phone and email advise from Insightly. Here is what I have done with the included setup to achieve desired result below:
Here is what I have achieved:
In Airbnb it's easy to see from their dashboard how much money I have made and I will make for each month. I can sort by property as well. Is there anything else I can do to improve? Many thanks for your answer,