The Wheelhouse Portfolio Page 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 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:
Filtering
To narrow down your portfolio, you can Filter listings by:
Listing Features
Address - Keyword(s) within the address of the listing.
Bathrooms - A range of numbers or exact bathroom count.
Bedrooms - A range of numbers or exact bedroom count.
Beds - A range of numbers or exact bed count.
Currency - Select one or more currencies.
Display name - Search based on the keyword(s) within the display name.
ID - Search using the listing's ID.
Nickname - Keyword(s) within the custom nickname.
Number of Units - A range of numbers or exact unit count.
Room type - The type of the property (House, Apartments, etc).
Search - Searching using any keyword(s).
Sleeps - A range of numbers or exact sleep count.
Tag - Your custom-made tags.
Listing Status
Account Status - Based on one or multiple status of your account.
Admin of Listing - Based on the name of the listing's admin.
Automation - Choosing either Active or Inactive pricing automation.
Channel - Based on channels, PMS, and/or channel managers.
Hypothetical - Show or Hide hypothetical listing.
Listing Hidden - Show Hidden or Not Hidden listing.
Listing Status - Active or Inactive listings.
Market - Selecting one or multiple markets.
Market Status - Listings that are in markets where Wheelhouse supports.
Pricing Tier - Pricing subscription of each listing.
Team Member - Based on the name of the team member.
Your Access - Selecting to only see either Admin, Editor, or Viewer.
Historical Metrics
Booked Nights In - Select the range of booked nights in the last 7, 14, or 30 days.
Last Booked - The date range of the listing's last booked day.
Max. Price - Maximum price range within the last 365 days.
Min. Price - Minimum price range within the last 365 days.
Future Metrics
Adj. Occupancy - Based on the adj. occupancy rate within the next number of days.
Adj. RevPAR - Based on the adj. RevPAR within the next number of days.
Available Nights - Based on the available nights count within the next number of days.
Avg. Daily Rate - Based on the average. daily rate within the next number of days.
Blocked Nights - Based on the blocked nights count within the next number of days
Min. Price Occurrence - Based on how many times the price hits the minimum price within the next number of days.
Revenue - Based on the revenue within the next number of days.
For Future Metrics filtering, you can select only one of the following days:
7 days.
14 days.
21 days.
30 days.
60 days.
90 days.
180 days.
Show / Hide Columns
The ability to show or hide any column is available in Portfolio. Hover your mouse over a column, and then select the Show/Hide 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.
Searches
On the upper left of the Portfolio page is a Search button where you can filter your listings by keywords, titles, nicknames, or listing IDs.
Settings
You can access your settings by clicking on your profile name on the upper right of the page. 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.
Page Size
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.
Listing Count
To the bottom left of the Portfolio page, 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.
Navigating Settings
The Settings section of the Portfolio page 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 Settings, 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 Day of the Week Prices
Setting Far Future Premium
Bulk Editing
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: You can group listings into a designated set by using Segments. To learn more about Segments, please click here.
Navigating Calendar
The Portfolio Calendar section allows you to see the daily rates for your entire portfolio all at once. If needed, you also can set custom rates across multiple listings. There are also multiple icons inside each date, such as:
Purple price - the price Wheelhouse is recommending.
Purple percentage box - custom percentage increase/decrease.
Yellow price - custom fixed rate.
The number inside the circle - the minimum night rule.
Green person - date booked.
Grey lock - date blocked.
Selecting a Date
To move forward and backward in your calendar, 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 to today's date, just select Today.
Pricing Details
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:
Select a date range.
Set a custom dynamic rate or fixed rate.
Bulk change settings
Minimum Stay.
Minimum Price.
Maximum Price.
Notes.
View the breakdown of how that date's rate is calculated.
See a history of how this date was previously priced.
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.
Navigating Metrics
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.