For a report, you can add a new row by following this tutorial.
For a dashboard, you can add the new widget by following this tutorial.
Use the widget Occupancy rate to have the raw formula Room sold/ Room available *100
By default, this widget excludes those room-nights that have a rate plan that is marked as Complimentary or House Use in settings.
You can choose to include those by checking the box in the settings of that widget, like this:
To have a more precise formula, you can filter (focus on one category) or exclude. Here are some examples of what you can filter :
- Group or specific rate plan
- Group or specific room
- Segment
Be careful when you compare your occupancy rate with the one that your PMS provides you with and be sure that all the filters are matching and that you are indeed comparing the same information.
If the numbers are incorrect, you go to settings to check your room inventory.