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 to support data-driven decision-making.

TABLE OF CONTENTS

• How to Access Dashboards
• How to Create a New Dashboard 
• How to Add & Configure a Metric Card (Widget) 
• How to Edit a Dashboard
• How to Share a Dashboard 
• How to Manage Dashboard Role Permissions

How to Access Dashboards

•     From the left Navigation menu, click on the Business Intelligence Module

• 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. 

How to Create a New Dashboard 

In the Portfolio Dashboard dropdown, click the ▼ icon, and select Create New Dashboard +.

Then, in the pop-up, select Build My Own or use the Key Metrics template. Enter a Dashboard Name (required) and a Description (optional). Click Create.

Your new Dashboard is now ready for configuration!

How to Add & Configure a Metric Card (Widget) 

Click Edit on the top right of your Dashboard. 

Click Add Metric Card +. 

Choose a metric from the Metric Card Library that you would like to view on your Dashboard. Metric Card options that you can select include the things that matter most, like ADR, GOP, or Gross Revenue. Select your Card Type (e.g., Value, Bar Chart, Line Chart, etc.).

Customize your Card: 

• Enter a Chart Title. 
• Select a Comparison option (if applicable). 
  
• Select any additional filter options (if applicable).
  

Click Add to Dashboard to add this Card to your Dashboard View. Repeat as necessary. Save.

IF PRO TIP: To get started with a simple dashboard, begin with metrics that your General Managers should be most aware of, and share it with them. Note: Users will only see data for hotels in which they have access to within their user profile. 

How to Edit a Dashboard

Open your desired Dashboard from the dropdown list. 

Click Edit on the top right:

You can: 

• Rearrange cards
  
• Add new cards
• Remove cards
  
• Change layout options

Click Save to apply changes. 

How to Share a Dashboard 

Open the Dashboard you want to share. 

Click Share. 

From the Share menu, you can select the User or Role that you would like to share the Dashboard with, and set the Permissions: Can View or Can Edit. Click Add.

Those users added will now have access based on the assigned permission. 

Note: Users given the permission "Can Edit" will have access to add any other widgets available, which includes viewing any data within. 

IF PRO TIP: We do not suggest providing "Can Edit" access to users unless they have full access to the Operating Statement for Owners. 

How to View and Manage All Dashboards 

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

You'll see:

• All dashboards you have access to
• Owner information
• Who can view or edit each Dashboard

Use the options here to manage sharing, ownership, and visibility settings. 

How to Manage Dashboard Role Permissions

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

Need Help?
If you run into issues accessing or sharing dashboards, please reach out to our Support team via our live chat or by emailing support@inn-flow.com