Home dashboard
The Home Dashboard is your central hub for viewing key data and metrics at a glance. It is customizable, so that you can display the information most relevant to you in real time. The dashboard is composed of widgets, which are small, interactive components that display a specific type of data. You can add, remove, and move widgets to create a personalized view of the information that matters most.
You can easily see the number of requests for proposal (RFPs) by status, a list of unread messages, and more. You can also interact with widget data. Double-click on a widget to see a filtered data list with more detailed insights.
To begin, click Add Widget to explore our dashboard catalog and select your favorites.
Your preferred widgets display in the Home Dashboard page.
Click the ellipsis menu in each widget to filter the data by specific locations.
Click Set Location to select up to five locations.
Select the locations and click Set Location to apply the filter.
Booking Data widget
This widget summarizes data about RFPs that are pending final Actual values.
Pending: This is the count of RFPs without any Actual date entered in the past seven days from when the final group departs.
GUESTROOM REV: This is the total of guestroom revenue for any RFP with Actual data entered the past seven days from the last status change on the RFP.
EVENT REV: This is the total of the event revenue for any RFP with Actual data entered the past seven days from the last status change on the RFP.
Click each value to retrieve the filtered RFPs list.
Metrics widget
This widget displays the revenue won, revenue lost, revenue turned down, and conversion rate values for the last seven days.
REV WON: This is the revenue for awarded and self-awarded RFPs. Click to view the RFPs list.
REV LOST: This is the revenue for cancelled or withdrawn RFPs. Click to view the RFPs list.
REV TD: This is the revenue for turned-down RFPs. Click to view the RFPs list.
CVR: This is the Conversion Rate Percentage. It shows the percentage of converted RFPs.
To remove a widget, drag it to the top of the page.