At-a-Glance Dashboard

Status: Requested 3 Votes
Dwayne S
Jan 30, 2024 5:19 PM
Joined Dec, 2023 7 posts

I could really use a dashboard that shows upcoming arrivals, departures, Renter's Agreements that weren't signed yet, outstanding payment requests, etc. Reports are a bit cumbersome for at-a-glance. And I haven't found a report that will show me outstanding payment requests and Renter Agreement's not signed

Ken T
Jan 30, 2024 5:33 PM
OR Team Member Joined Aug, 2019 1704 posts

We do have a Daily Checkin Report:

https://app.ownerrez.com/reports/bookingstayday

That shows arrivals and departures.

As far as outstanding payments and unsigned RAs, we do not have a specific report for that, but, you can certainly get a list of them.  Go to the main Bookings display, List view, and use Filters accordingly - you can specifically filter based on RA being signed or unsigned, payment status being paid in full, partially paid, etc., and many other similarly relevant booking parameters.

Federico M
2 days ago
Joined Oct, 2024 1 post

It will be useful a type of Dashboard that is a "visual tool" with key metrics that tell you how the business if performing at a Top level, and I could adapt by Property. Example, Income, Expenses, Profit, Loss, Deposits, Task due by Unit, Ave # of Days per Booking, Ave Price per night, Rev Par,  (Drill by Month vs YAG or Previous Month)  YTD vs YAG.

I also noticed I can not log Vendor information.  Basic information such as Name, address, Phone, Email so that I can communicate directly from Owner Rez.  These are all necessary for managing Long Term Rentals.

Thanks!

PacViewLodging
2 days ago
Joined Sep, 2019 100 posts

Have you looked at the integration partner KeyData?   We use them for dashboards and pacing details.

Here is an example of the type of data you can get...you can setup all kinds of filters and groups and click to link into the various data to help you understand where you are, where you are going and where you were for the prior years where you have data.   You can be as specific or general as you want to be.  This is for our motor lodge property showing this year and last year and then the pacing information is the AS of Date... so you can see that last year at this time this is what I was doing and compare it to where you are this year.   They have market data so you can compare where you are to those in your market.   We like to compare motel data to motel data in a market versus all rentals for example.  You can get all the way down to the individual bookings if you want to.   They also tell you where your customers are coming from... feeder markets and zip codes to help with marketing, etc... It is definitely worth it for us.   

I believe there is another thread where I also would like to see a dashboard inside of OwnerRez that helps us understand things like who is coming in, who is going out, paid and unpaid, answers to our booking questions, tags they may have, where did the booking come from, links to the conversations with the guest, door lock codes, etc... etc... etc... etc... having to run a report or two or dig into each of the bookings to get this information that we use a lot every day could be much less time consuming.   They also need to add some type of functionality that has the status of the guest... ie are they checked in, or checked out of the property. (and a trigger for this... first door lock use, they answer a question, use a guidebook link or something...) and a status and trigger for the property with options like guest ready, dirty, occupied.   Could be triggered off of the guest... ie if they checkin the property is now occupied.   If they checkout the property is dirty, when housekeeping is done with it they could again click a link or scan a barcode in the owners closet or something like that which would indicate that the property is now guest ready.  (Icons could appear on the ribbon next to the property and on the booking or booking hover as to the statuses.  (I think I have made this request before as well... it is probably out there somewhere.)