Reservation pipeline List
Group reservations by current status and arrival date to see upcoming work.
Read stay, room, service and account activity from the same records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 32 | ||
| Confirmed | 14 | 44% | |
| Checked in | 7 | 50% | |
| Checked out | 4 | 57% |
Sample totals per stage
Group reservations by current status and arrival date to see upcoming work.
List units by status and capacity for room assignment decisions.
Compare dated rate plans by unit type, nightly rate and minimum nights.
Group tasks by unit, assignee, type and status with due and completion dates.
List each reservation's charges by service date, status and amount.
Group payments under reservations by receipt date, status and amount.
Group outlet bookings and charges by linked reservation and outlet.
Compare a checked-out reservation's posted folio and outlet charges with confirmed payments.
Start free, then use Proto to change fields, steps and approvals before your team goes live.