Reservation pipeline List
Count reservations by their recorded status and arrival date.
Read reservation, service, charge and payment activity together.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 29 | ||
| Confirmed | 14 | 48% | |
| Checked in | 7 | 50% | |
| Checked out | 4 | 57% |
Sample totals per stage
Count reservations by their recorded status and arrival date.
Count units by unit type and current status.
Show confirmed reservations by arrival and departure date with guest count.
Group open and assigned work by due date and assigned person.
Group linked bookings by outlet type and start date.
Show each reservation's posted and voided folio amounts.
Show outlet name, amount and charge status under each reservation.
Compare confirmed and refunded payments with posted charges by reservation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.