Difference between revisions of "Category:Dashboard"

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---'''Currently in closed beta'''---
 
---'''Currently in closed beta'''---
  
Dashboard 2 is fully customisable. You can choose which content to display, where to display it and set the size of each widget on the dashboard.  
+
Dashboard 2 is fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.  
  
 
To customise the dashboard click on the hamburger menu on the right and tick "Unlock".  
 
To customise the dashboard click on the hamburger menu on the right and tick "Unlock".  
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You can:
 
You can:
  
=== Add component ===  
+
=== Add components ===  
You can add widgets from the selection in the drop down menu. Choose from:
+
You can add components from the selection in the drop down menu. Choose from:
  
 
*'''Custom Reports'''  
 
*'''Custom Reports'''  
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You have the option to select one or properties (if you have multiple).  
 
You have the option to select one or properties (if you have multiple).  
  
To change the settings click on  the sandwich menu right above the widgets and click "Unlock".  
+
To change the settings click on  the sandwich menu right above the content and click "Unlock".  
  
 
*'''Graphs'''
 
*'''Graphs'''
 
You have the option to select one or properties (if you have multiple) and the period you want to see.  
 
You have the option to select one or properties (if you have multiple) and the period you want to see.  
  
To change the settings click on  the sandwich menu right above the widgets and click "Unlock".  
+
To change the settings click on  the sandwich menu right above the content and click "Unlock".  
  
 
*'''Potential Issues'''  
 
*'''Potential Issues'''  
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You have the option to select one or properties (if you have multiple).  
 
You have the option to select one or properties (if you have multiple).  
  
To change the settings click on  the sandwich menu right above the widgets and click "Unlock".  
+
To change the settings click on  the sandwich menu right above the content and click "Unlock".  
  
 
*'''Standard Reports'''
 
*'''Standard Reports'''
 
You have the option to select one or properties (if you have multiple) and the period you want to see.  
 
You have the option to select one or properties (if you have multiple) and the period you want to see.  
  
To change the settings click on  the sandwich menu right above the widgets and click "Unlock".  
+
To change the settings click on  the sandwich menu right above the content and click "Unlock".  
  
 
*'''Statistics'''
 
*'''Statistics'''
For most Statistics you can change the period you want to see. To change the period click on  the sandwich menu right above the widgets and click "Unlock".  
+
For most Statistics you can change the period you want to see. To change the period click on  the sandwich menu right above the content and click "Unlock".  
  
 
*'''Components'''
 
*'''Components'''
These are the widgets from dashboard 1 plus some new additions.
+
These are the components from dashboard 1 plus some new additions.
  
 
=== Arrange components ===  
 
=== Arrange components ===  
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=== Choose to see one property or all ===  
 
=== Choose to see one property or all ===  
If you have multiple properties you can choose to show one widget for each property.  
+
If you have multiple properties you can choose to show one component for each property.  
  
 
=== Set up multiple dashboards ===  
 
=== Set up multiple dashboards ===  

Revision as of 18:07, 27 August 2016

The dashboard gives you an overview of your account at a glance. You can see your latest bookings, upcoming arrivals and departures.

To view details or edit doubleclick on the booking.


1 Dashboard 2

---Currently in closed beta---

Dashboard 2 is fully customisable. You can choose which content to display, where to display it and set the size of each component on the dashboard.

To customise the dashboard click on the hamburger menu on the right and tick "Unlock".

This video explains how to customise the dashboard.


You can:

1.1 Add components

You can add components from the selection in the drop down menu. Choose from:

  • Custom Reports

To set them up go to REPORTS->CUSTOM REPORTS.

You have the option to select one or properties (if you have multiple).

To change the settings click on the sandwich menu right above the content and click "Unlock".

  • Graphs

You have the option to select one or properties (if you have multiple) and the period you want to see.

To change the settings click on the sandwich menu right above the content and click "Unlock".

  • Potential Issues

Issues with your set up which you should address to avoid problems.

You have the option to select one or properties (if you have multiple).

To change the settings click on the sandwich menu right above the content and click "Unlock".

  • Standard Reports

You have the option to select one or properties (if you have multiple) and the period you want to see.

To change the settings click on the sandwich menu right above the content and click "Unlock".

  • Statistics

For most Statistics you can change the period you want to see. To change the period click on the sandwich menu right above the content and click "Unlock".

  • Components

These are the components from dashboard 1 plus some new additions.

1.2 Arrange components

  • Drag and drop components to position them where you want.
  • Resize component

1.3 Remove components

Remove components clicking into the right menu of the element and then on "Remove Component".

1.4 Choose to see one property or all

If you have multiple properties you can choose to show one component for each property.

1.5 Set up multiple dashboards

If required you can set up multiple screens for example for desktop and mobile view.


Make sure you lock the screen when you are done by clicking  "Unlock" again to avoid accidental changes. 

2 Check guests in and check guests out

If you are using the custom reports "Today's Arrivals", "Today's Departures" and "Checked-in Guests" you can manage the check-in and check-out process from the dashboard. This video explains how to check guests in and how to check guests out:



In beta phase you can

  • Access Dashboard 2 when you click on DASHBOARD then add the number 2 to the URL: https://beds24.com/control2.php?pagetype=dashboard2
  • Roll your own. A default view with default components will be available with official release.

Available Statistics are:

Booking Volume: Shows the value of the bookings. MARK:

Number of Bookings: Shows the number of bookings. MARK:

Bookings: Shows the number of bookings and the value of the bookings. MARK:

Occupancy: Shows the total occupancy of all properties and rooms in the account. MARK:

Booking Page Views: Shows how often the booking page was shown. MARK: improve description

Available Rooms (Today only): Shows how many rooms are available for booking. MARK:


Charts

Booking Source: Pie chart showing

ADR (Average Daily Rate):

RevPar (Revenue per available room):


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