Custom reports are reports that you would create yourself, or pay to have developed. This can be a time consuming and expensive exercise. Your admin can of course create reports for you, as they may already be well trained on how to create reports. They can also refer to How to Create a Report, and they can find Salesforce lessons online.
As we develop more standard reports and dashboards, we will keep updating this article. We will also be updating the lessons in Thynk University.
The Account Listing Report shows a list of accounts to see the current worth of each account so account owners know where to focus their prospecting efforts.
The Activity Report shows the total number of activities each member of your sales team has completed, or plans to complete, during a specified date range.
The Contact Listing Report displays a list of contacts from a particular area or source depending on the report filters you choose.
The BEO History Report report shows updates to distributed BEOs/function sheets, so changes can be communicated to the operations staff. It tracks details of what has changed and who made the change within the specified date range when the report is run.
The Event Forecast Report is a standard report that is used by the catering team. It allows catering managers to analyze total revenue by event type and status for a specified date range.
The Event Listing Report displays a list of events for a specified date range.
The Groups In House report shows the upcoming groups that have meetings scheduled in a meeting space for the current week.
The Kitchen report lists all menus and items needed on a specific date.
The Open Inquiries Report displays a list of new, and in progress inquiries to allow for tracking of incoming requests and to ensure they are being moved through the sales pipeline.
Monthly Revenue and Guest Room Summary
This report shows you by arrival month how much guest room and event revenue is booked for your property (properties). You can also view the individual bookings by month.
Linked PMS Accounts Last Month
For those of you with a PMS integration, this report shows you all PMS Accounts that have been linked to Thynk Accounts last month.
For those of you with a PMS integration, this report shows you all accounts in your PMS with revenue that did not find a match in Thynk.
The Account or Agency Production dashboard shows actual production for a specific account/agency or across all of your accounts/agencies for one, select, or all properties. The dashboard shows you in a visual form, statistics in room nights, revenue, and ADR.
The Booking Pace is a very important report for hotels, because it measures your current property pace compared to your property goals. It allows you to:
Evaluate what has changed in guest room and event revenue as a result of new confirmed bookings, lost/downgraded bookings, block adjustments, and slippage.
See progress toward the property goal(s).
Compare current progress with Same Time Last Year (STLY) actuals.
Assess the available pipeline based on the number of prospects and tentative bookings.
The Daily Transactions Report displays a detailed list of booking activity for a day or date range. For each transaction, you can see basic details that provide an overview of the booking, such as the current status and arrival date. But more importantly, you can also see all the data that has changed and who made the update.
The Guest Room Control Log (GRC) allows you to quickly reference which groups are in-house during a specified date range as well as how many rooms have been blocked for each night of their stay.
The Sales Manager Productivity dashboard shows guest room and event production by Sales Manager and compares it to last year's figures and this year's goals in room nights or revenue.
Sales Program Dashboard - Coming Soon!
Sales programs are used by hotels who plan events for their customers or potential customers, to showcase their property. And, if you host an event by invitation, you want to be able to see the return on your investment (ROI). The Sales Program Dashboard is a useful report for you to quickly analyze the success of your sales programs.