KPI Reports
The following reports are included in the Key Performance Indicators (KPI) report folder:
Report Name
Description
Example Use
Account Performance v2
Shows room stays that were created as enquiries & converted (i.e. went to pending status) between two dates. Filtered by CRM Company & Contacts where they were the booking account on the booking. The report shows the total Net value of the booking.
This report is used to show you the performance of each customer account. So how much business did we get from Acme Industries last month, how many enquiries, how many bookings, average length of stay, the types of units they are booking i.e. 1Bed & net revenue.
This report like many others is based on the created date of the booking and therefore can change over time. i.e if you take an enquiry in January and it stays as an enquiry throughout January then it will not appear in Januarys figures when you run the report. If however that enquiry converts in February it will then start to show in January's report figures. The same is true of amendments and cancellations, these will effect the data for the month in which they were first enquiries i.e. created.
Booking Pickup
Shows room stays that were converted (i.e. went to pending status), amended or cancelled between two dates. It then calculates the Net impact of conversions, amendments and cancellations for that period.
This report is ideal for use for seeing what todays or yesterdays activity was. It shows total value of new bookings for the period, the value of amendments to bookings (this can be a plus or minus effect), the value of cancellations and then gives you a total of those. i.e.
Conversions £10,000
Amendments £1,000
Cancellations - £5000
Net - £6,000
Booking By Creation Date
Shows Room stays that were created & converted (i.e. went to pending status) between two dates. Filtered by Area & Building. Shows Booked Net revenue for the entire stay length
This report is used to show you the individual bookings by building during a set period. So if you want to see all bookings for Building 1 in Jan then this report would give you that detail.
Channel Performance
Shows room stays that were created as enquiries & converted (i.e. went to pending status) between two dates. Filtered by the Channel that was on the booking. The report shows the total Net value of the booking.
This report is to show you the performance of each of your channels i.e. Internet Booking engine, Corporate bookings, Agent bookings etc.
The report is split into two sections enquiry performance and booking performance. This allows you to see the volume of enquiries and bookings from each channel.
Occupancy & Revenue
Shows room stays that are converted (i.e. went to pending status) and have a stay start date (checkin) between two dates (period). Filtered by Area & Building. Shows unit by unit Occupany & Revenue. The report shows only data for the period selected.
This report is used to see the performance of your portfolio so you can see the actual revenue from occupancy in a given period. I.e. you can say in January across the portfolio or on a specific building we were at 72% occupancy with a net revenue of £20,000.
Rates Report
Shows room stays that are converted (i.e. went to pending status) and have a stay start date (checkin) between two dates (period). Filtered by Area & Building. Shows a list of bookings by building. The report shows only data for the period selected.
The rates report is used to let you know what Average nightly rate, average weekly rates you are achieving in a given period. This has a breakdown by building so you can see the average nightly rate for building 1 is £87 per night.
Sales Log by Parent Companies & Contacts
This report is similar to the account performance report but works with CRM Company parents. Within the CRM you have the ability to set up a company and specify its Parent company i.e. You have ACME Industries as a parent company and it has child companies of ACME UK, ACME Asia etc. For this report it allows you to group those without having to specify them all so you can run a report for ACME Industries and it will include all the revenue and bookings for all child companies i.e. ACME UK & ACME Asia.