The new Wheelhouse Portfolio gives you the ability to manage your portfolio and revenue much easier than ever. Below is a walk-through of what you'll be able to do with the new dashboard.
Understanding the layout
The new Portfolio page has dramatically changed the overall look and feel of Wheelhouse, so let's jump right into it.
Settings, Calendar and Performance
To select toggle between Settings, Calendar and Performance page on Portfolio, just click the Portfolio dropdown menu on the upper left of the page and select the page where you want to go to:
To narrow down your portfolio, you can filter listings by:
Channel - this is helpful if you're using multiple channels, PMSs or channel managers
Listing Status - filter by active or inactive listings
Title - search by keyword(s)
Tier - pricing subscription of each listing
Nickname - search by nickname / internal names
Bedrooms - select a range of numbers or exact bedroom count
Bathrooms - select a range of numbers or exact bathroom count
Room Type - narrow the filter by the listing's room type
Market - select individual or multiple markets
Market Status - show only listings that are in markets where Wheelhouse supports
Automation - focus on listings that have auto pricing on or off
Your Portfolio is divided into Listing and Settings section. You can choose which columns that you want to display using the Columns option on the left side.
On the upper left of the dashboard is a search bar where you can filter your listings by keywords, titles, nicknames, or listing ids.
You can access your settings by clicking on your icon on the upper right of the dashboard. You'll be able to:
Edit your email and password
Connect and refresh your listings' accounts
Review current and past invoices
Share a referral link/code to give and earn Wheelhouse credit
Log out of your Wheelhouse account
If you have a larger portfolio, you can filter the amount of listings to appear at once by selecting Page Size on the upper right of the Portfolio page. You'll also be able to refresh the page too.
To the bottom left of the dashboard, you'll have the ability to see the total count of listings in your portfolio, as well as the ability to paginate through multiple pages.
Show / Hide Columns
The ability to show or hide any column is available in Portfolio. Hover your mouse over a column, click on the Menu icon and then select the Column icon. A list of columns will populate. Check boxes to show or uncheck boxes to hide columns.
Note: You can also drag and drop columns to reorder the columns.
The Settings section of the dashboard allows you to view your entire portfolio's settings all at once. On top of that, you'll be able to make bulk changes across multiple listings, saving you time from having to set up each listing one at a time.
View Listing Details
Selecting one listing will open a window from the right of the dashboard. You will be able to view all the details from each setting for that particular listing. You can also jump directly into that listing's Strategy, Calendar, and Performance pages from the upper right corner of the dashboard.
Turn On Wheelhouse Pricing
Setting Base Price
Setting Dynamic Minimum Stay
Setting Dynamic Minimum Price
Setting Maximum Price
Setting Last Minute Discount
Setting Long Term Discount
Setting Seasonality Adjustment
Setting Weekend Adjustment
Setting Far Future Premium
To make the same edits across multiple listings, check the box next to the listings and choose one of the settings on the upper right of the dashboard. A window will open giving you the ability to make the necessary adjustments. Once saved, the update will apply to the selected listings. To learn more about each setting, click here!
Note: The ability to save groups of listings will be available shortly!
The Calendar section allows you to see the daily rates for your entire portfolio all at once. If needed, you also have the ability to make custom rates across multiple listings. There are also multiple icons inside each date:
Purple price - the price Wheelhouse is recommending
Purple percentage box - custom percentage increase/decrease
Yellow price - custom fixed rate
Number inside circle - the minimum night rule
Green person - date booked
Grey lock - date blocked
Selecting a Date
To move forward and backward in your calendar, you will need to scroll left and right. If you have a particular date you want to jump to, you can select the date on the upper right of the dashboard. To return back to today's date, just select Today.
To see the pricing detail for a particular date, click on the rate and a window will open to the right of the dashboard. You will be able to:
Jump to a particular date
Set a custom automated rate or fixed rate
View the breakdown of how that date's rate is calculated
See a history of how this date was previously priced
View all custom rates for the selected listing
Bulk Edit Rates
To set a custom automated or fixed rate, select the checkbox next to the listings. A window will appear to the right allowing you to select the date range and input the rates. Once saved, those rates will automatically sync to your channel, PMS, or channel manager.
Similar to the Settings and Calendar sections, you can now view your entire portfolio's performance all at once. At the moment you can view:
rolling averages for occupancy and revenue
monthly total for occupancy and revenue
Note: Wheelhouse will soon be adding competitive sets as a comparison to these columns along with additional insights.