Dashboard navigation and common controls
Use the CRS dashboard to access pricing, inventory, and restriction information across different parameters. You can also change pricing directly from the dashboard or use direct links to rate configuration for verification or modifications, streamlining your revenue management workflow.
The dashboard displays consistent elements across pricing types, with rooms visible on every page. You can switch between rate codes and apply filters to locate specific information.
View or change pricing for a rate on the dashboard
The steps below will outline how to view and change pricing for a rate on the dashboard:
Click Dashboard on the left navigation.
Choose the Rate Code to view from the dropdown in the upper right of the screen.
To narrow down the rate code results filter by:
Rate code group from the dropdown (if enabled).
Rate category from the dropdown.
Select your Date from the calendar for the system to display along with the following 14-day period on the screen.
Click View.
You may further filter the rows in the display by checking any of the occupancy boxes to see the pricing configured:
Single.
Double.
Triple.
Quad.
Xtra.
Child Age Group 1.
Child Age Group 2.
Child Age Group 3.
Child Age Group 4.
📌Note: Prices with a green background in the dashboard indicates it was entered as a rate overwrite, white background indicates it is pulling through the season rate or rate linkage configuration from the system.
You may further filter to view or hide the availability controls:
Restrictions hover over the indicator to see the exact control in place.
Status (open or closed).
Inventory (available and base).
Include closed room types.
Change or add pricing directly in the dashboard by clicking in the corresponding box for the date, room and occupancy.
Type in the price.
This will be considered an overwrite and is saved immediately.
Repeat for any other pricing changes.
Additional options to navigate the dashboard
Click on the arrows next to the view button to see the next 14-day period.
Click to Export or Print the current dashboard view.
If the rate in the dashboard's pricing is derived from another, the rate code will be indicated at the top of the screen.
Hover over the derived rate and a modal will display the configuration for each occupancy for easy reference.
Click Go to Modify at the top of the screen to be taken directly to the rate configuration.
Based on how the pricing is configured either go to rate linkage or go to overwrite will display at the top of the screen.
Click to be taken to that area of the system to verify the settings or make changes.