Guide

How to manage multiple properties from one workspace

Multiple properties break the spreadsheet fast. The workflow needs to scale in one system.

Overview

Multiple properties break the spreadsheet fast. The workflow needs to scale in one system.

Checklist

  • List each property as its own record.
  • Group properties into portfolios for reporting.
  • Grant staff role-based access.
  • Run daily operations from a portfolio dashboard.
  • Drill down when a KPI breaks.
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