Automatic monthly cockpit for hotel management
On the 3rd of every month, last month’s key figures per property are on one page, deviations marked.
- Trigger
- monthly
- Guide value
- ≈ 6 minutes per property and day (estimate)
- Systems
- PMS
Today
Gather figures from the PMS, reviews and accounting for the monthly meeting.
Afterwards
On the 3rd of every month, last month’s key figures per property are on one page, deviations marked.
How to set it up
- 01
Describe the task
In plain language, the way you would explain it to a new colleague. The description below is a starting point.
- 02
Review the first run
Discontinue shows you the result before anything runs on a schedule.
- 03
From then on it runs
On a schedule or when something happens. You can change it in chat at any time.
On the 3rd of every month at 8:00, send me the cockpit for last month, one page per property: occupancy, ADR, RevPAR and room revenue against last year, the review average and the open items from accounting. Mark anything that deviates from last year by more than 10%. As a table in the email and as an Excel attachment.
Step by step in the documentation: Create a report in chat and Schedule a report.
What the result looks like
The report arrives on schedule, wherever your team reads it.
What stays with you
You decide which figures belong in the cockpit.
- Occupancy
- 78% · last year 74%
- RevPAR
- €89 · last year €83
- Reviews
- avg 4.5 · 61 new
Sample data. Your output uses your property’s data.
Systems and permissions
| Software, any one of them | Access | What for |
|---|---|---|
| PMS | read | Read occupancy, ADR, RevPAR and revenue |
| Reviews (optional) | read | Add review average and count |
| Accounting & banking (optional) | read | Add open items |
| Team channels (optional) | write | Deliver the result to the team inbox or channel |
Apaleo
Oracle OPERA Cloud
Cloudbeds
Beds24
Hospitable
MARA
sevDesk
Pennylane
Qonto
Slack
TelegramWhich data and actions are available depends on each system’s interface. When you connect a system you decide what is granted; every run is logged.
Frequently asked questions
Can the owners receive the cockpit directly?
Yes. You choose the recipients; the cockpit arrives by email or in a channel.
Which permissions does “Monthly cockpit” need?
PMS (Apaleo, Oracle OPERA Cloud, Cloudbeds, Beds24, or Hospitable): read, Read occupancy, ADR, RevPAR and revenue. When you connect a system you decide which areas and actions are granted. Everything else stays off-limits.
Does every run cost AI credit?
No. A report is built once with AI and then runs from its saved definition. Scheduled report runs cost no credit.