Upsell Report .ng

Revision Date:

Report Description:  This Report tracks revenue and performance generated from upselling — offering guests a better room, package, or add-on than what they originally booked, usually for an additional charge.

Date Range: Upto 31 days in past .

Available Report Columns for the Report:

Column Name

Column Description

Amount Includes Taxes and Fees

Calculation

Username

The staff member/agent who processed the upsell.

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Guest Name

Full name of the guest who was upsold.

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First Name

Guest's first name.

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Last Name

Guest's last name.

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Confirmation No

The reservation's unique confirmation/booking number.

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Upsell Timing

When the upsell was offered/accepted (e.g., pre-arrival, at check-in).

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Upsell Amount

The additional revenue generated from the upsell.

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Amount Override

Indicates if the standard upsell amount was manually changed by staff.

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Nights

Number of nights the upsell (e.g., upgraded room) applies to.

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Adjustment

Any manual change made to the upsell charge.

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Adjustment Remarks

Notes/reason explaining why the adjustment was made.

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Arrival Date

Guest's check-in date.

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Departure Date

Guest's check-out date.

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Room

The room number assigned to the guest.

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Original Room Type

The room type the guest initially booked.

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New Room Type

The upgraded room type the guest was moved to.

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Loyalty Tier

The guest's loyalty program membership level.

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Reservation Status

Current status of the reservation (e.g., confirmed, checked-in, checked-out).

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Type of Upsell

Category of the upsell offered (e.g., room upgrade, package, early check-in).

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Misc Report Information:

Available Features:

  • Export:  ability to download and save the file into an alternate format.

  • Filter:  filter a range of data based on criteria defined by the user.

  • Highlight:  also known as conditional formatting is the ability to highlight certain values making them easier to identify.

Available Configuration:

  • User Preferences:  allows the user to customize their report view by repositioning or removing columns.

  • Property Preferences:  allows the property to customize the report view for all users by repositioning or removing columns. 

  Baseline Configuration:

  • Property Preferences Settings:

    • Following columns to be disabled for initial deployment:

      • Not Applicable