//rental.software/account/ Upcoming events

Kirk G. shared this question 9 days ago
Answered

New to this and I am looking to add a dashboard that shows say the next 30 days of events that we have coming up. Would like it to show the lead name, date and dollar amount. Then I could click into each job as I wish to see what it is.

How would I start to make this happen?


Kirk

Comments (3)

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Good afternoon, I have created you a dashboard called Coming Events. Please take a look at this and see if this is what you were wanting.

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Perfect. Now to figure out how you did it so I do not have to bother you.


Kirk

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I first created a report, the I added the dashboard I added it as a data table.

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