Marketing Cloud Reports Dashboards
The Reports Dashboards within the Inntopia Marketing Cloud Insight portal provide an analysis of a specific subset of various types of your data. The dashboards currently available are described below.
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Dashboard-style reports provide a visual representation of your company's KPIs (key performance indicators) by including complementary data from multiple other reports. Showing easy-to-digest, high-level data in charts and graphs uncovers relevant business insights and trends. To further explore a specific trend, you can run the dashboard's corresponding report to view additional information.
- Each dashboard is accessible via the Reports menu within the Inntopia Marketing Cloud Insight portal.
- Each dashboard provides filters to narrow the data set presented within the dashboard. The filters vary per dashboard; however, all include a start and end date, and may include filters based on revenue type, campaign tags, survey ID, or pass groupings.
- All KPIs are defined in an appendix contained within each dashboard. Appendices are found on page two of dashboards viewed within the Insight portal. Appendices are also included when the dashboard is exported to a Microsoft® Excel or .PDF file.
The Automated Email Summary Dashboard displays a high-level view of email KPIs for automated emails sent via Acoustic for the period specified.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Email. The Email menu expands.
- From the Email menu, click Automated Email Summary Dashboard. The Report Viewer – Automated Email Summary Dashboard screen appears.
- To determine the dashboard parameters for data display:
- From the Start Date and End Date filters, select the date range for the report.
- If you are part of a multi-resort group and have access to view multiple properties, in the Property filter, select which properties to include in the data set.
- In the Tags filter, select which tags to include in the data set. By default, all tags are selected. Tags must be previously assigned within Acoustic to be available here.
- In the Mailing Id filter, select which mailings to include in the data set. By default, all mailings are selected.
In the Revenue Type filter, to determine how the revenue is calculated, select one of the following: Clicked Revenue, Delivered Revenue, or Opened Revenue. (By default, Opened Revenue is selected.)
For information on email revenue attribution, click here.
- To generate the dashboard, click Retrieve Report.
A preview of the Automated Email Summary Dashboard appears with limited data.
- To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Email Campaign Dashboard displays a high-level view of generated revenue, email KPIs, and revenue by campaign type. The dashboard also compares the data set to the previous period and year-over-year campaign results.
For example, if you select a date parameter of one week, the previous period will be the previous week. If you select a 30-day date range, it will compare it to the previous 30 days. Each metric also provides a trend chart so you can view performance over time .
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Email. The Email menu expands.
- From the Email menu, click Email Campaign Dashboard. The Report Viewer – Email Campaign Dashboard screen appears.
- To determine the dashboard parameters for data display:
- From the Campaign Send Date and End Date filters, determine the date range for the data set.
- In the Pick Revenue filter, determine how the revenue is calculated by selecting one of the following: Clicked Revenue, Delivered Revenue, or Opened Revenue. (By default, Opened Revenue is selected.)
- If you are part of a multi-resort group and have access to view multiple properties, in the Resort filter, select which properties to include in the data set.
- In the Campaign Tags filter, select which tags to include in the data set. By default, all tags are selected. Tags must be previously assigned within Acoustic to be available here.
- To generate the dashboard, click Retrieve Report.
A preview of the Email Campaign Dashboard appears with limited data.
- To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Executive Overview Dashboard is available for executive team members and managers and provides high-level email, transaction, and pacing KPIs.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click General. The General menu expands.
- From the General menu, click Executive Overview Dashboard. The Report Viewer – Executive Overview Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Start Date and End Date filters, determine the date range for the data set.
- In the Revenue Type filter, determine how the revenue is calculated by selecting one of the following: Clicked Revenue, Delivered Revenue, or Opened Revenue. (By default, Opened Revenue is selected.)
For information on email revenue attribution, click here.
- If you are part of a multi-resort group and have access to view multiple properties, in the Resort filter, select which properties to include in the data set.
- In the Campaign Tags filter, select which tags to include in the data set. By default, all tags are selected. Tags must be previously assigned within Acoustic to be available here.
- To generate the dashboard, click Retrieve Report.
A preview of the Executive Overview Dashboard appears with limited data.
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To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Lodging Pace Dashboard analyzes year-over-year (YOY) lodging pacing by sub-season and by the selected grouping (market segment, state, metropolitan statistical area (MSA), property, or source of business). This dashboard also shows your top five and bottom five data points by grouping.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Lodging. The Lodging menu expands.
- From the Lodging menu, click Lodging Pace Dashboard. The Report Viewer – Lodging Pace Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Booked As Of filter, select the cutoff booking date for the data set. Reservations booked by this date will be included in the data set, provided the reservation also meets the criteria of the additional filters.
- In the Arrival Start Date and Arrival End Date filters, determine the date range for the reservations included in the data set. Reservations confirmed to arrive between these dates will be included in the data set, provided the reservation also meets the criteria of the additional filters.
- If you are a multi-resort operator that has partitioning at the brand level, in the Brand filter, determine which brand to include in the data set.
- If you are part of a multi-resort group and have access to view multiple properties, in the Propertyfilter, select which properties to include in the data set.
- In the Exclude Guest Type filter, select which guest types to exclude in the data set. (By default, None is selected, meaning all guest types are included and no guest types are excluded). You can select multiple guest types.
- In the Group By filter, determine how the data should be sorted within the dashboard by selecting one of the following: MSA, Market Segment, Property, Source of Business, or State. (By default, Market Segment is selected.)
- To generate the dashboard, click Retrieve Report.
A preview of the Lodging Pace Dashboard appears with limited data.
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To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The NPS Dashboard analyzes NPS (Net Promoter Score) survey results.
Net Promoter Score, or NPS, is the industry standard metric used to gauge customer satisfaction by asking the survey question, “How likely are you to recommend X to a friend, family member, or colleague?” Responses from 0 to 10 are divided into the following categories:
- Promoters – Respondents submitting a 9 or 10
- Neutrals or Passives – Respondents submitting a 7 or 8
- Detractors – Respondents submitting responses 0 through 6
NPS = % promoters minus % detractors
The NPS Dashboard also compares NPS results with your guest’s RFM (Recency, Frequency, and Monetary) scores to provide an overall view of your guests.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Survey. The Survey menu expands.
- From the Survey menu, click NPS Dashboard. The Report Viewer – NPS Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Start Date and End Date filters, determine the date range for the surveys included in the data set.
- In the Survey ID filter, select which survey(s) to include in the data set. By default, all surveys are selected. You can select multiple surveys.
- To generate the dashboard, click Retrieve Report.
A preview of the NPS Dashboard appears with limited data.
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To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Pass Pace Dashboard shows current pass sales and compares them to the previous year’s sales. The dashboard analyzes total revenue and units sold, and breaks down the data by age range, county, metropolitan statistical area (MSA), pass grouping, or state.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Pass. The Pass menu expands.
- From the Pass menu, click Pass Pace Dashboard. The Report Viewer – Pass Pace Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Start Date and End Date filters, determine the date range for the data set.
- In the Prior Start Date and Prior End Date filters, determine the year-over-year (YOY) comparison date range.
- If you are part of a multi-resort group and have access to view multiple properties, in the Propertyfilter, select which properties to include in the data set.
- In the Pass Grouping filter, determine which passes should be included in the output. (By default, all pass groupings are selected.)
- In the Group By filter, determine how the data should be sorted within the dashboard by selecting one of the following: Age Range, County, MSA, Pass Grouping, Resort, or State. (By default, MSA is selected.)
- To generate the dashboard, click Retrieve Report.
A preview of the Pass Pace Dashboard appears with limited data.
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To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Pass Renewal Dashboard shows the connections between the number of days a pass is scanned and pass renewal rates. Generally, the more days a pass is scanned, the higher the likelihood a pass holder will renew their pass the following year.
The Pass Renewal Dashboard shows you:
- The number of days a pass is scanned relative to the likelihood a pass holder will renew,
- Inflection points that have an outsized impact on renewal rates, and
- Pass renewal pace comparisons by year.
The Pass Renewal Dashboard lets you review pass renewal metrics for a specific pass grouping (i.e. pass holders who currently have a Gold Pass and renewed a Gold Pass). The following terms are used within the dashboard:
- Base Year – Year to compare to for pacing. Typically the current year.
- Historical Year – Year used to compare pass renewal behavior. Typically the previous year; however, you can select other years to account for abnormalities in visitation behavior, such as unusual weather or a pandemic. Also the year used to calculate Renewal Rate and Tipping Point.
- Renewal Rate – Percentage value calculated by Renewed Pass holders divided by Total Pass holders in the Selected Pass Grouping(s). Based on the season selected as the Historical Year.
- Tipping Point - Number of days scanned at which the subsequent renewal rate exceeds 50%. Based on the season selected as the Historical Year.
Note: Tipping Point ignores days scanned when the number of days is fewer than two.
- Inflection Point – Additional scanned days that have an oversized impact on renewal rates. For example, pass holders who have seven scans might be 15% more likely to renew after eight scans.
- TWLY – Acronym for This Week Last Year.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Pass. The Pass menu expands.
- From the Pass menu, click Pass Renewal Dashboard. The Report Viewer – Pass Renewal Dashboard screen appears showing the Base Year and Historical Year drop-down lists.
- To select the dashboard parameters for data display:
- From the Base Year drop-down list, select the year you want to compare for pacing.
- From the Historical Year drop-down list, select the year to which you want to compare behavioral patterns. The Pass Grouping drop-down list appears.
- From the Pass Grouping drop-down list, select the pass(s) to include in the data set.
- To generate the dashboard, click Retrieve Report.
A preview of the Pass Renewal Dashboard appears with limited data.
- To view the complete dashboard data, click either the Excel or PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Historic Renewal Rate by Days Scanned section displays an historical baseline for pass renewal behavior. The date range is determined by the Historical Year selected within the report parameters. You can change the historical season to account for behavioral abnormalities due to weather, snowfall, or visitation. You can select various pass types to see how behavior changes across different product offerings.
The Days Scanned Renewal Inflection Points section shows the differences in renewal rate for each additional day scanned (for example, the change in renewal rate when a pass holder goes from six days scanned to seven). The Top Inflection Points chart shows the top five days with the highest increase in renewal rates. This can be used to create automated triggers for marketing campaigns encouraging pass holders to get to the next key milestone and improve overall chances of renewal.
The Base Season Pacing section shows the number of days scanned for the current season and uses the information established in the previous historical season to create a forecast for pass renewal. The Season Pass Scan Pace chart displays the average number of scans for pass holders as of this week and compares it to last week and this week last year (TWLY).
The Transact Confirmation Dashboard displays a high-level view of email KPIs for transactional emails sent via Acoustic Transact for a specified period.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Email. The Email menu expands.
- From the Email menu, click Transact Confirmation Dashboard. The Report Viewer – Transaction Confirmation Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Start Date and End Date filters, select the date range for the report.
- If you are part of a multi-resort group and have access to view multiple properties, in the Property filter, select which properties to include in the data set.
- In the Tags filter, select which tags to include in the data set. By default, all tags are selected. Tags must be previously assigned within Acoustic to be available here.
- In the Mailing ID filter, select the mailings to include in the data set. By default, all mailings are selected.
- To generate the dashboard, click Retrieve Report. A preview of the Transaction Confirmations Dashboard appears with limited data.
- To view the complete dashboard data, click either the Excel or the PDF button to export the dashboard.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.
The Transaction Pace Dashboard displays a high-level view comparing year-over-year transaction performance for specified periods of time.
Note: To run this report, you MUST make a selection for each parameter in linear order. Each parameter filter must to be opened, even to just select all or confirm the default option.
- Log into Inntopia Marketing Cloud and from the left menu, click Reports. The Reports menu expands.
- From the Reports menu, click Transactions. The Transactions menu expands.
- From the Transactions menu, click Transaction Pace Dashboard. The Report Viewer – Transaction Pace Dashboard screen appears.
- To determine the dashboard parameters for data display:
- In the Purchased As Of date filter, select the cutoff purchase date for the data set. This will only include purchases made by the date entered, provided the transaction also meets the criteria of the additional filters.
- In the Event Start Date and Event End Date filters, select the date range for the report. Since this is a pace report, you can also select a future date range.
- In the Compared To filter, select the whether the current data set will be compared to the same period in the prior year, two years ago, or three years ago.
- If you are part of a multi-resort group and have access to view multiple properties, in the Resort/Destination filter, select which properties to include in the data set.
- If you have multiple locations or buildings set up, in the Resort Detail filter, select which locations to include in the data set.
- In the Include Guest Type and Exclude Guest Type filter fields, select the guest types to include in the data set.Notes:
- By default, all guest types are included and no guest types are excluded.
- Guest Type filters work in tandem. Guests may be assigned to more than one guest type. To explicitly remove a guest type from the data set, use the Exclude Guest Type filter.
- In the Group By filter, select how the data should be sorted within the dashboard. Group By options include (but are not limited to): Event Source Description, Product LOB, Product LOB Summary, MSA, Resort, Resort Detail, or State. (By default, Product LOB Summary is selected.)
- To generate the dashboard, click Retrieve Report. A preview of the Transaction Pace Dashboard appears with limited data.
- To view the complete dashboard data, click the PDF button.
From your browser, download and open the file.
Note: If the file opens in a read-only format, enable editing to use the file.