Effectively monitor and analyze your portfolio's performance by creating customized dashboards within Inn-Flow's Business Intelligence module. This guide provides step-by-step instructions on locating, designing, configuring, editing, sharing, and managing your dashboards.

1. From the left navigation menu, click on the Business Intelligence module.

2. Select Portfolio under the Dashboard menu.

This will bring you to your Customizable Dashboards page, where you can review, edit, or create new dashboards for your teams.

2. In the pop-up, select Build My Own or use the Key Metrics template.

3. Enter a Dashboard Name (required) and a Description (optional).

4. Click Create.

Your new dashboard is now ready for configuration.

1. Click Edit on the top right of your dashboard.

2. Click Add Metric Card +.

3. Choose a metric from the Metric Card Library (ADR, GOP, Gross Revenue, etc.).

4. Select your Card Type (Value, Bar Chart, Line Chart, etc.).

5. Customize your card: enter a Chart Title, select a Comparison option (if applicable), and select any additional filter options.

6. Click Add to Dashboard. Repeat as necessary.

7. Click Save.

1. Open your desired dashboard from the dropdown list.

2. Click Edit on the top right.

In edit mode, you can rearrange cards, add new cards, remove cards, and change layout options. Click Save to apply changes.

Users given Can Edit permission will have access to add any available widgets, which includes viewing any data within. Do not provide Can Edit access to users unless they have full access to the Operating Statement for Owners.

1. Open the dashboard you want to share.

2. Click Share.

3. From the Share menu, select the User or Role and set permissions: Can View or Can Edit.

4. Click Add.

Users added will now have access based on the assigned permission.

From the Portfolio Dashboard dropdown, select View All. This opens the Manage All Dashboards screen.

Here you can see all dashboards you have access to, owner information, and who can view or edit each dashboard. Use the options to manage sharing, ownership, and visibility settings.

Dashboard permissions can be found within Administration > Roles & Permissions, under the Business Intelligence section. Review and edit these permissions for your team as needed.

For a video walkthrough of Customizable Dashboards, watch the Inn-Flow Dashboards overview video.