Help & Documentation

Donna’s Dashboard User Guide

This guide explains how to use the major areas of the application, including dashboard views, property tracking, bookings, invoices, expenses, maintenance, and calendars.

Quick Links
Dashboard Portfolio Overview Calendar Home

Getting Started

Donna’s Dashboard is a centralized workspace for managing vacation rental operations. It brings together financial performance, property activity, guest bookings, invoicing, expenses, and maintenance tracking in one place.

Feedback & Improvements
Use the Feedback button available on every page to submit feature requests, report issues, or suggest improvements while using the system.
Financial Notes
Revenue reflects net income from bookings after platform fees.
Invoices represent the total amount charged to the guest, including taxes.
Expenses are tracked separately and reduce overall profit.
Access & Visibility
Depending on your role, you may only see properties and data that are assigned to you. Dashboards, reports, and lists will automatically reflect your permitted access.

Dashboard

The Dashboard provides a high-level view of current operations.

  • View daily operations including occupancy, check-ins, check-outs, and turnovers
  • Monitor turnovers and cleaning activity
  • See property performance at a glance
  • Click property cards to open the property calendar
  • Use charts to visually compare property performance

Portfolio Overview

The Portfolio Overview page focuses on monthly performance across all properties.

  • Use Previous, Current Month, and Next to move between months
  • Use the month and year dropdowns for direct navigation
  • Review net revenue, expenses, and net profit across all properties
  • Compare occupancy and profit across properties
  • Click property cards to drill into the calendar view

Calendar

The Calendar view helps track reservations and turnovers by property.

  • View bookings by month
  • See check-ins and check-outs
  • Identify turnover dates
  • Review cleaning status for each property
  • Navigate month-to-month for scheduling visibility

Properties

The Properties section stores the individual rental units managed in the system.

  • View all configured properties
  • Open property details
  • Support financial and occupancy reporting
  • Provide the foundation for bookings and expenses

Bookings

The Bookings section is used to manage guest reservation records.

  • Add new bookings
  • Edit existing bookings
  • Delete incorrect or cancelled bookings
  • Track guest name, stay dates, rates, fees, and totals
  • Drive revenue calculations throughout the application

Invoices

Invoices allow you to bill and track payment status for bookings.

  • Create invoices from bookings
  • Track status as Draft, Sent, Paid, or Cancelled
  • View PayPal and Venmo payment links
  • Mark invoices as Sent or Paid as needed
  • Support payment visibility and follow-up

Expenses

Expenses are used to record property-related costs.

  • Add expenses by property
  • Track monthly spending
  • Include costs in profit calculations
  • Support portfolio and property-level reporting

Maintenance

Maintenance helps track turnovers, cleaning, and operational tasks.

  • Monitor pending cleaning work
  • Track turnovers connected to bookings
  • Mark tasks complete
  • Support day-to-day operational readiness

Tips for Best Results

  • Keep bookings accurate so dashboard totals remain reliable
  • Enter expenses regularly for better monthly reporting
  • Update invoice statuses promptly as payments are received
  • Check the Calendar and Maintenance areas often to stay ahead of turnovers
  • Use the Portfolio Overview page for monthly financial review