Which open cases need attention?
Review status, expected close date, expected value and owner.
- Hospitality CRM
- Reports and analytics
Reports for the questions your team asks
Read pipeline value, group demand, review decisions and operation exceptions from their records.
Overview×
Hospitality CRM · Overview
Hospitality CRM dashboard
This quarter
Group stay inquiries in view
6Total room nights
1,050Submitted
6Arrival in 14 days
3Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 24 | ||
| Qualified | 16 | 67% | |
| Proposal | 11 | 69% | |
| Negotiation | 8 | 73% |
Expected value USD by status
Sample totals per stage
Questions to answer
What group demand is arriving?
Review room nights and stay dates by venue and inquiry status.
What did reviewers decide?
Compare approve, reject and return decisions with their recorded reasons.
Which actions need investigation?
Follow receipts marked for review back to their parent opportunity.
More reports
Pipeline by status List
Sum expected value by opportunity status and owner.
Weighted forecast List
Sum expected value weighted by probability for open opportunities and expected close date.
Opportunity outcomes List
Compare won and lost opportunities by organization and expected close date.
Loss reasons List
Group lost opportunities by recorded loss reason.
Group stay demand List
Sum room nights by arrival date, venue and inquiry status.
Review decisions List
Count approve, reject and return decisions by reviewer and decision date.
Operation exceptions List
Group receipts by result state and action, with the recorded failure reason.
Relationship follow-through List
Count activities due and completed by activity type and opportunity.
Set up Hospitality CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.