Reports & Dashboards

Reports & Dashboards

Reports & Dashboards

Our system provides several dashboards and reports to help you track performance, monitor operations, and analyze reservation data. Here's a breakdown of what's available and how to use each one.


πŸ“ˆ Strategic Dashboard

Purpose:
Get a high-level overview of your upsell program's overall performance.

What you'll see:

  • Total Revenue & ROI

  • Revenue per Program 

  • Revenue over time

  • Revenue trends

Best for:
General managers, directors, and anyone reviewing strategic KPIs.


βš™οΈ Operational Dashboard

Purpose:
Manage daily operations and see real-time upsell activity.

What you'll see:

  • Today’s upgrades and extras

  • Upcoming check-ins with upsells

  • Pending approvals

  • Status per reservation

Best for:
Revenue, Reservations or Operations managers who need to act on upsell requests daily.


πŸ“ƒ Performance Summary

Purpose:
Download a compact monthly overview of your property's performance.

What you'll see:

  • Summary metrics per upsell type

  • Monthly revenue totals

  • Room upgrade acceptance rates

  • Extra performance

Best for:
Monthly reporting and presentations.


πŸ“Š Performance Report

Purpose:
Dive deeper into performance metrics across custom time periods.

What you'll see:

  • Filters by date range and Program

  • Pre-Arrival: Detailed metrics on Email performance, rooms & extras performance, revenue and segmentation performance.

  • On-Arrival: Detailed metrics on Agent performance, rooms & extras performance, revenue and segmentation performance.

  • For more details: Performance Report 

Best for:
Analytical insights, optimization, and comparing results across different periods.


πŸ” Reservations Analysis

Purpose:
Analyze hotel's Reservation metrics and their upsell performance. 

What you'll see:

  • LOS & Lead Time analysis 

  • Booked room type analysis 

  • Segmentation analysis (Reservation source, Rate code & Market segment) 

Best for:
Analytical insights & optimization.

    • Related Articles

    • Dashboards & Report (Multi-Property)

      Multi-Property Dashboards & Reports For users managing multiple hotels, regions, or brands Our platform provides dedicated tools to monitor, compare, and act on performance across your entire portfolio — in one place. ? 1. Hotel Portfolio Dashboard ...
    • (Opera) Troubleshoot failed scheduled Report

      An existing or long-standing scheduled OPERA report does not arrive Go to Miscellaneous >Report Scheduler, click on the “Reports” tab (may be called “Schedules”) and check on the Status of the report schedule. If status is “Finished Successfully” try ...
    • (Opera) Creating an Arrivals Report

      This step-by-step guide demonstrates how to set up a report in Opera PMS and schedule it to UpsellGuru on a daily basis. The report will contain the following fields of information: Reservations Number, Guest name, Email address, Stay dates, Room ...
    • Health Check: Room Availability Report Not Created

      System Health Check: Room Availability Report Not Created Severity: Medium Description: We are not receiving your room availability data from Opera On Prem. This data is essential for managing and optimizing room upgrades and ensuring dynamic ...
    • Create, Edit or Delete an User

      Creating, Editing or Deleting a User Only Hotel Admin Users have the ability to manage users. If you are not an Admin, please contact your hotel’s Admin User for any user changes. If you're unsure who that is, reach out to us at ...