Show Cash Trend and Revenue Trend
I have a quick question: the insights tab, we have a transaction count summary, which is helpful. However, is it also possible to get revenue growth and cash balance trends?
As well as a trailing 12 months if possible? This came up because we are trying to watch for clients who have large spikes in revenue to see if we can offer more services. And then of course, the opposite if they start losing revenue. Then we can jump in and help them faster than looking at them one by one.
Feature Requests