Phase 1: Upcoming Bookings Dashboard

We will create a dynamic dashboard in Google Sheets that displays all the upcoming bookings for the week, ensuring you can manage your schedule efficiently. Here's how we'll approach it:

    Dashboard Components:
        Weekly View: A table or calendar-style display showing bookings for the next 7 days.
        Summary Section: Highlight key metrics, such as:
            Total bookings for the week.
            Number of unique clients.
            Total cleaning hours scheduled.
        Filters: Options to filter bookings by cleaner, location, or specific clients.

    Automation of Repeated Entries:
        We’ll use Google Apps Script to automate recurring bookings based on rules you define (e.g., weekly, bi-weekly, monthly).
        A "Template Booking" feature will allow you to set a recurrence frequency and automatically generate future bookings.

    Ease of Use:
        A user-friendly interface with dropdowns and buttons for quick updates.
        Automatic color-coding for overdue or upcoming bookings (e.g., red for overdue, green for completed).

Phase 2: Financial Dashboard (Future Milestone)

Once the booking dashboard is complete, we can add financial tracking features:

    Expenses Tracking: Input fields for operational costs, cleaner salaries, supplies, etc.
    Profit and Loss Calculations: Automatic updates based on income (from bookings) and expenses.
    Budget Tracking: Tools to compare actual vs. planned expenses.
    Custom Reports: Monthly/annual profit summaries and trend analysis.

Tools and Technologies

    Google Sheets: Main platform for data entry and visualization.
    Google Apps Script: For automating recurring bookings.
    Google Data Studio (optional): For advanced and visually appealing dashboards.

Next Steps

    Share the Google Sheet or a sample file for review.
    Define rules for recurring bookings and the key metrics you’d like in the dashboard.
    Collaborate on the design style and layout of the dashboard.

Let me know if you'd like to proceed! 😊