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Analytics

Dashboard

The dashboard is the home screen you land on when you open a property in Veridien. It greets you by name, shows today's date and local time, and presents a grid of widgets that summarize how the property is performing right now. The dashboard is fully customizable: you choose which widgets appear, in what order, and how wide each one is.

The dashboard requires the front desk permission. If you do not have it, you will see the greeting and a note asking you to contact your administrator instead of the widget grid.

The dashboard header

The header sits above the widget grid and stays available even while you are editing the layout. It contains:

  • Greeting and date. A time-of-day greeting ("Good morning", "Good afternoon", or "Good evening") with your first name, followed by today's full date and the property's local time.
  • Finish setup. A progress pill that appears while your property is still being configured. It shows how many setup steps are complete (for example, 4/8). Click it to open the setup checklist. See Finishing property setup below.
  • Customize / Done. Toggles edit mode on and off so you can rearrange the dashboard. See Customizing your dashboard.
  • New Reservation. A shortcut to create a booking. This button only appears if you have permission to create reservations. It opens the new reservation form covered in Creating reservations.

Available widgets

Every widget reads live data for the active property. The widgets you can place on the dashboard are:

  • Arrivals & Departures. Today's (or any selected day's) expected arrivals and departures, with quick check-in. This is always a full-width widget. It is the same arrivals and departures view described in the Front desk dashboard.
  • Occupancy · ADR · RevPAR. The three headline performance metrics shown side by side, each with its own period toggle (7 days, 1 month, 1 year) and a trend chart. Each metric has an info button explaining how it is calculated, and you can show or hide an average line and a "today" marker on each chart. This is a full-width widget.
  • Revenue by source. This month's revenue split by booking source (for example Direct, OTA, or Corporate), shown as a donut chart.
  • Expenses by category. This month's operating expenses, sized by category.
  • Revenue trend. Daily room and ancillary revenue across the current month.
  • Occupancy trend. Daily occupancy rate across the current month.
  • Reservations by status. This month's reservations grouped by their status.
  • Revenue vs Expenses. This month's revenue against expenses, with the resulting net profit.

The Occupancy · ADR · RevPAR widget and the Reports page use the same underlying metrics. The widget is a quick at-a-glance view on your home screen; the Reports page is where you set custom date ranges, compare against prior periods, and export. See Reports.

Understanding the three headline metrics

The Occupancy · ADR · RevPAR widget exposes the same definitions used throughout Veridien. Tap the info button on any metric to read these in the app:

  • Occupancy. The share of sellable rooms that are occupied. It is occupied rooms divided by total sellable rooms for the selected period, including future bookings.
  • ADR (Average Daily Rate). Total room revenue divided by the number of rooms sold for the selected period, including future bookings.
  • RevPAR (Revenue Per Available Room). Total room revenue divided by all available rooms, whether or not they were sold, for the selected period.

Each metric shows the current value, the change versus the previous value, and a peak and low marker for the selected period. Use the 7D / 1M / 1Y toggle on a metric to switch the window. The Avg toggle overlays the average line, and the Today toggle marks the current day (the Today line is hidden on the 1-year view).

Customizing your dashboard

The dashboard layout is yours to arrange. Changes save automatically, so there is no Save button.

  1. Click Customize in the header. The grid enters edit mode and each widget gains a control bar.
  2. Reorder widgets by dragging the grip handle on a widget to a new position.
  3. Resize a widget using the width toggle. The ½ button makes a full-width widget half width; the ▦ button makes a half-width widget full width. Some widgets (Arrivals & Departures and Occupancy · ADR · RevPAR) are full width only and have no width toggle.
  4. Remove a widget with the X button. Removed widgets are not deleted; they move to the Add widget gallery so you can bring them back later.
  5. Add a widget by clicking Add widget and choosing from the list of widgets not currently on your dashboard. If every widget is already placed, the gallery says so.
  6. Click Done when you are finished.

To return to the standard arrangement, open Customize mode and click Reset to default. The default dashboard shows Arrivals & Departures, Occupancy · ADR · RevPAR, Revenue by source, and Expenses by category.

Your layout is saved to your own account, not the whole property. Other staff members can arrange their dashboards differently without affecting yours.

Finishing property setup

On a newly created property, the header shows a Finish setup pill with a progress ring. Click it to open a checklist that walks you through getting the property ready to take bookings. Each incomplete step links straight to the page where you complete it:

Completed steps are checked off automatically as you finish them. Once every step is done, the pill disappears. You can also dismiss the checklist at any time with the X in its corner.

  • Reports — set custom date ranges, view tax and revenue breakdowns, and export data.
  • Front desk dashboard — the arrivals and departures workflow in detail.
  • Booking sources — how the Revenue by source widget categorizes channels.