Understanding the Portfolio Calendar

The Portfolio Calendar gives you a single, property-by-date overview of every property in your group, so. You can spot where attention is needed across your whole portfolio without opening each property's calendar one by one. 

• Each row is a property, showing its name and room count (e.g. "Hotel A · 68 rooms"). The property column stays frozen on the left as you scroll.
• Columns are grouped by week, with infinite horizontal scroll. Future dates load automatically as you scroll right, and past dates load as you scroll left.
• Week boundaries follow each property's own week-start day, not one start day for the whole portfolio.
• The grid is read-only. There are no editable cells or bulk actions.
  
  

 Choosing your KPIs

You can display up to 3 KPIs as columns per property. At least one KPI must always be selected.

• Occupancy, Pickup and Price: available on every plan, no add-on required.
• Revenue, ADR and RevPAR: require Reporting to be enabled on your account.

Compare

Compare decides what drives the colour coding on each cell. It doesn't change or recalculate the KPI data itself. There are four options, plus None: 

• Occupancy vs expected —  compares on-the-books occupancy against what the system expects for that date. The expectation is based on the booking window and target occupancy in the property's Occupancy Strategy settings. Cells range from slower than expected (orange tones) to faster than expected (purple/blue tones). 
  
  
• Pickup vs expected —compares pickup captured during the selected period against what's expected, using the same Occupancy Strategy logic. It uses the same orange-to-purple scale. 

• Pickup vs actual — compares pickup day over day. Zero pickup has no colour. Negative pickup shows in red, and positive pickup shows in green; the darker the shade, the bigger the change. 

• Same Time Last Year (STLY): compares each KPI with the same stay date one year earlier.
  • Each cell shows the actual value plus the % change vs last year, with an up/down arrow.
  • It's available for every KPI except Price, and no colour coding is applied in this mode.
  • For Pickup, "last year" means room nights sold for the same stay date at the same booking window a year earlier, so Pickup since still applies.
  • Properties live for less than a year show no change on dates without last-year data.
  • The Sort menu gets a Same Time Last Year submenu (furthest behind / furthest ahead per KPI). It's the quickest way to see which properties are behind last year.

 Clusters 

A cluster is a named group of properties that reflects how you manage your portfolio, for example by region, brand, property type or revenue manager. Once clusters are set up, the grid shows one roll-up row per cluster with its properties nested underneath. Clusters can be expanded and collapsed, and the calendar remembers your choice.

• Roll-up values:
  • Occupancy is rooms sold divided by rooms available across the cluster, so larger properties count more.
  • Pickup is the sum of each property's pickup.
• Colour coding stays at property level, so cluster rows aren't coloured.
• Unassigned properties sit in their own group at the bottom, without roll-up values.
• Properties filter: you can select or deselect a whole cluster in one click.
• Sorting applies to properties within each cluster. Clusters themselves aren't reordered.
• Access: clusters don't change who sees what. You only see the properties you already have access to, and only the clusters that contain at least one of them.
• One dimension at a time: you can cluster by one dimension only (e.g. region or brand, not both), and each property belongs to one cluster.

Saved views vs clusters: a saved view is your personal shortcut to a set of properties, still shown row by row. A cluster is set up once for the whole group, adds a combined roll-up, and is the same for everyone. You can also build a saved view on a cluster.

Saved views

You can create as many saved views as you need. A saved view stores a specific property selection plus filters, and appears as its own tab next to "Default", which always exists and can't be deleted.

For example, if 4 of your 10 properties are naturally comparable (same market, brand or location), save those 4 as a view. You'll land straight on that set instead of reselecting them each time.

• Saved views are personal and aren't shared with teammates on the same account.
• Views are saved across sessions, and deleting one asks for confirmation first.
• Saved views can't be renamed or edited yet. To change one, delete it and create a new one.

 Day details 

• Hover a day cell for a quick read without leaving the grid:
  • Occupancy and Pickup: actual, expected and same time last year, with the change vs each.
  • Price for the reference room: recommended price vs yesterday, plus the market factor.
  • With overlays on: min stay per room type and any events that day.
• Click a day cell to open the Day details side panel for that property and date. It's read-only and has three tabs:
  • Overview: the daily summary, plus performance for price, occupancy vs expected, and pickup with cancellations. It also shows every adjustment affecting the price that day (automated adjustments and the manual adjustments log) and the day's events. Adjustments cover the reference room type only.
  • All Room Types: rooms left, closed rooms and recommended price for each room type.
  • Price Evolution: how the recommended price for that date has changed over time. Available on Pro and Premium.
  • Clicking another cell switches the panel to that property and date. Closing it takes you back to the grid with your filters, sort and scroll position kept.
• Click a property name to open that property's own calendar in a new tab. This is where you make pricing changes. The side panel is view-only.

Filters

 Under More filters you can set:

• Pickup since (Yesterday / Last week / Last month). These presets are by design, to show trends rather than a custom range.
• Currency: applies only to ADR, RevPAR and Revenue. Occupancy and Pickup don't depend on currency, and Price is not converted. The currency option only appears if your portfolio uses more than one currency.
• Tax mode (e.g. Gross excl. extra services).
• Overlays:
  • Events shows the event name on each affected day, or a "+n" count when there's more than one.
  • Min Stay nights marks days with an active minimum-stay restriction with a small moon icon.
  • You can turn on both at once. Details appear in the day hover and the side panel.

Which filters appear depends on your KPIs: Pickup since only shows when Pickup is selected, Currency only when ADR, RevPAR or Revenue is selected, and Tax mode only when Revenue is selected.

How to set it up

Navigation path: Calendar → Portfolio (next to the Property calendar in the left navigation)

1. Go to Calendar → Portfolio in the left navigation.
2. Select which properties to include using the Properties dropdown (all are selected by default). You can also pick whole clusters here.
3. Choose up to three KPIs to display as columns.
4. Choose a Compare option.
5. Adjust More filters if needed: Pickup since, Currency, Tax mode, and the Events / Min Stay nights overlays.
6. Click Save view to store this setup as a new tab. Each view appears as its own tab and can be closed with the X next to its name.

 Setting up clusters 

Only Owners and Admins can create or edit clusters. Everyone else sees them in the grid and the Properties filter. Clusters are set up once for the whole group.

1. In the Portfolio Calendar, click Set-up clusters in the header. Once clusters exist, it reads Manage clusters.
2. Click Add clusters and follow the four steps:
   • Cluster by: name your grouping, e.g. Region.
   • Cluster names: e.g. London, Manchester.
   • Assignment: choose a cluster for each property, or select several and assign them together.
   • Review: confirm before saving.
3. You can leave properties unassigned. They won't appear in any cluster roll-up until you assign them.

To make changes later, go to the Clusters page:

• Edit, next to the cluster dimension, reopens the setup steps.
• The pencil renames a cluster or changes its properties.
• The bin deletes a cluster. Its properties become unassigned or move to another cluster; the properties themselves are not affected.

 Colour coding and Compare 

Colours are based either on the property's own Occupancy Strategy settings or on actual day-over-day pickup, depending on what's selected in Compare. Same Time Last Year shows % changes instead of colours, and cluster rows are never coloured. For the full details, use the "Learn more about how we calculate this" link on the calendar. 

FAQ

Is the Portfolio Calendar only for large hotel groups?
No. Any account with 2 or more properties can use it.

Do I need Reporting enabled to use it?
No. Only the Revenue, ADR and RevPAR KPIs need Reporting. Occupancy, Pickup and Price are available on every plan.

Is the Portfolio Calendar included in my current plan?
Yes, while it's in beta it's included in your existing plan.

If I select Price as a KPI, does it show all my room types?
No, it shows the price of the reference room type only. To see every room type for a date, click the day cell and open the All Room Types tab in the side panel.

Does changing Compare change my data?
No. Compare only changes the colour coding (or the % change shown for Same Time Last Year). The KPI values stay the same.

Why do the colours keep changing?
The colours depend on the option selected in Compare. They're based either on the property's Occupancy Strategy settings or on day-over-day pickup.

Can I compare performance with last year?
Yes. Select Same Time Last Year in Compare. Each cell shows the % change vs the same date last year, for every KPI except Price.

Can I see events and minimum stay restrictions on the calendar?
Yes. Turn on the Events and/or Min Stay nights overlays under More filters.

Who can set up clusters?
Owners and Admins. Everyone else can see clusters in the grid and filter by them.

Can I group my properties in more than one way at the same time?
Not yet. You can cluster by one dimension at a time (for example region or brand), and each property belongs to one cluster.

Does a saved view show one combined number for the whole group?
No, saved views show each property row by row. For a combined roll-up per day, use clusters.

How many saved views can I create?
As many as you need.

Can I rename or edit a saved view?
Not yet. To change a saved view, delete it and create a new one.

Are my saved views shared with my team?
No, saved views are personal to each user.

Can I change prices from the Portfolio Calendar?
Not directly. The grid and the side panel are read-only. Click the property name to open that property's own calendar in a new tab and make the change there.

Can I apply an adjustment to all my properties at once?
Not yet. Each property still needs to be adjusted in its own calendar.

Can I choose a custom date range for pickup?
Not at the moment. Pickup since uses presets (Yesterday, Last week, Last month), which are designed to show trends.