In this article, we discuss:
- Aggregate Dashboard Reporting and explanation of the dashboard.
- How to create a Saved View for a more systematic view of your business.
Aggregate Dashboard Reporting provides users that oversee multiple accounts the ability to view how they are performing individually and as a whole. The total campaign-driven bookings and stays modules now show performance across all accounts.
Additionally, we have provided some modules to give our users a more granular view of their individual accounts. For each of these modules, you can simply click on an account to view a more detailed breakdown.
Campaign-Driven Bookings (By Account)
Campaign-Driven Stays (By Account)
Bookings Driven (By Account)
Saved Views
The ‘Saved Views’ feature allows you to organize your Dashboard by subsets of your accounts. This option is meant to give you a more systematic view of your business when you manage multiple groups or clusters of accounts. In order to create a group of accounts:
- Select the filter option
- Choose which accounts you would like to group and analyze together
- Select Save View > Save As > and then enter your view name
The dashboard will update to show reporting for your custom selection. In order to access a view you have previously saved:
- Select the filter option
- Select Saved Views
- Choose from any views you have created
The dashboard will update to show reporting for the view you have selected. You can add or remove accounts from a specific view at any time:
- Access the required view as per above steps
- Update the accounts as needed
- Select Save View > Save
Things to note:
- Views will only save a subset of accounts, so you are still able to edit the time period after selecting a saved view.
- Each account can be part of multiple views.
- To exit a view and return to your normal dashboard, select Clear Filters.