Steps to Create a Custom Dashboard
- Access Dashboardssome text
- Click the Dashboards button.
- Select Create New next to My Dashboard.
- Enter Detailssome text
- Input a dashboard name and a section name.
- Choose the date type for your reports: Arrival Dates, Arrival and Booked-on Dates, or Booked-on Dates.
- Add Reportssome text
- Select from the catalog of reports. For example, choose Pacing Detail.
- Choose the KPI for the report.
- Customize Chartssome text
- Use the Date Anchor to make selections.
- Select the primary date range (blue) and compare range (red), e.g., this year vs. last year.
- Customize the display settings, such as market (e.g., Rosemary Beach).
- Adjust Reportssome text
- Resize, rename, or filter reports individually.
- Edit the section name if needed.
- Duplicate and Savesome text
- Duplicate sections or the entire dashboard for other locations or markets.
- Save your custom dashboard.
Conclusion
You've now created a custom dashboard. You can replicate or adjust it as needed for various insights. Thank you for your time.