Overview
The Cloudbeds PMS Dashboard makes operation easier by allowing the user to have a quick summary of the current day, including an overview of the following metrics:
- Number of arrivals/departures
- Occupancy for the next days
- The total number of rooms available or the number of rooms available by room type
How to access
Once you log into your Cloudbeds account, the Dashboard is the first screen you are automatically taken to. It shows, at a glance, the most relevant information about your property's reservation, occupancy, and availability activity.
The Dashboard is also accessible by clicking on the Main Menu, option Dashboard.
Navigating the Dashboard
- View switch: Click to go back to the classic view and vice-versa. Note that this is a temporary feature within the Dashboard
- Today's date: Based on your current timezone
-
Activity overview and search bar: It shows the following reservation/guest information and allows you to search by typing your guest's name for more details
- Arrivals
- Departures
- In-house
- Stayovers
- Bookings
- Cancellations
- Overbookings
-
Side options: It includes the settings to manage your Dashboard. Users can see:
- Rebuild cache
- Refresh
- Date navigation arrows select today's date or go to the previous day/next day, if needed
- Print: Reservations or Registration Cards
The occupancy card offers a quick overview of your property's occupancy, based on the selected dates. It includes your room data (booked, available, blocked) in both the number of rooms and percentage.
- Guest: Name, last name, reservation number, and email
- Accommodation: Room details, current status (dirty or unassigned, for example)
- Stay: Reservation dates, number of room nights, number of guests (adults, children - if applicable-)
- Reservation status: Including the options to assign/unassign the room, or check-in the guest. If the room is currently dirty, the system will show an alert: "The accommodation assigned to this reservation is currently dirty" and will ask the user to confirm the check-in.
- Quick-action icons: Notes, folio, view reservation details, etc. Learn more about these icons and the Reservation Action Drawers below.
A dash and a number behind the reservation confirmation number means multiple accommodations booked under one reservation.
- You can easily access your reservation details by clicking on the quick-access reservation icons on the right side of the Activity panel.
- Action drawers are designed as a more accessible Reservation Details Page, where users can navigate through the same reservation tabs and perform the same actions in just a few clicks.
How to open the Reservation Action Drawers
- In the Cloudbeds PMS Dashboard, click on the reservation's guest name/reservation number.
- You can also open the drawer by clicking on the desired quick-action icon (Notes or Messages).
- This action will open the drawer in the specific tab you are willing to access (for example, the reservation Notes)
The reservation information (transactions, notes, etc) displayed in the Reservation Action Drawers is the same as the Reservation Details Page. This means that all transactions made in the drawer will be automatically reflected on the Reservation Details Page.
- Forecast highlights: Occupancy percentage, number of room nights sold, ADR (average daily rate), RevPar (revenue per available room), and total revenue.
-
Forecast view tabs:
- Booked and blocked rooms
- Availability (total number of rooms available per day)
- Other options: Date picker and navigation arrows
FAQ and troubleshooting
Go to the Miscellaneous Preferences of the System section to enable the Show Check-outs in the Departure List on the Dashboard feature.
Guests will be ordered by reservation status in descending order
In-house guests will be listed above Checked out
Disable users from viewing revenue on the Dashboard by following the steps below:
- Under User section, click on the Roles tab
- Click to edit the corresponding role
- Under Property privileges, click to disable the Revenue on Dashboard
- Click Save
- If you try to replicate your dashboard revenue or the occupancy percentage on your Occupancy report, remember to filter for the exact same dates.
- The revenue information should match, but the occupancy percentage may be different. This is because the occupancy in the Dashboard counts rooms booked + calendar blocks, while the Occupancy Report counts rooms booked only.
- Availability on the Dashboard is taken from the Amount Allotted For Sale on the Availability Matrix - The number of rooms or beds that can be sold, this number can be manually adjusted.
- The calendar shows the Remaining Inventory (the actual availability).
The forecast section shows 14-day occupancy based solely on bookings; the calculation doesn't include room blocks.
On the other hand, the chart underneath shows the occupancy percentage based on booked and blocked rooms, as the chart title indicates. This is the same occupancy number as displayed on the Calendar page.
The occupancy number displayed on the Calendar page matches the one in the Booked & blocked section of the Dashboard forecast.
Comments
very detailed.
very helpful notes that have helped me widen my view on Cloudbed
Hello, Vika Saratibau!
Thank you so much for your kind comments! We are happy to know that this article has been helpful 💙
Regards!
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