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How to use the Portfolio Summary

Written by Laya Janssens

The Portfolio Summary is the landing page in FLYR Hospitality. It helps you understand how properties are performing as a group or individually across Revenue, Occupancy, RevPAR, and ADR.

Portfolio Summary overview

Currency selection

Use the currency selector in the top-right corner to report in a common currency.

  • With Daily Dynamic Exchange Rates, the selector includes Group Default Currency, EUR, GBP, USD, and commonly used local currencies from your portfolio.

  • Group Default Currency is the group's reporting currency and provides a consistent currency for comparing properties.

  • With Fixed Exchange Rates, the selector shows Group Default Currency together with the relevant commonly used conversion currencies configured for your group.

If you need another conversion currency that is not currently available, contact us through the help chat.

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The Portfolio Summary defaults to the entire portfolio. Select specific properties first when you want to narrow the view. Figures reflect the latest hourly data update. Revenue metrics use Net Overnight Accommodation revenue by default; other revenue categories can be added from the Additional tab.

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Monthly, weekly, and daily overview

  1. Select the properties you want to review. Otherwise, the page shows the full portfolio.

  2. Select a KPI and the page updates accordingly.

  3. Select the reporting period, such as Month to Date, Year to Date, This Month, This Year, or a custom date range.

  4. Select Date or Day of Week comparison according to your analysis needs.

Use the controls above the main chart to switch between day, week, month, and year views. The chart compares Revenue, Occupancy, RevPAR, and ADR with Last Year, Same Time Last Year, forecast, and budget.

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Core KPI breakdown

Select a month or custom period to analyse inventory type, channel mix, and PMS segments by Revenue, Volume, or ADR. PMS segmentation here is separate from Segmentation in Insights.

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Add your budget

Add a revenue budget or forecast to the main chart to track performance against targets. After a budget is entered, it appears in reporting after the next optimisation.

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Filter properties

Use the filter next to the currency selector to narrow properties by Country, Brand, Area, or PMS. The Portfolio Summary metrics update to include only matching properties.

Portfolio Summary property filters

Additional tab

Use the Additional tab to choose:

  • Forecast Type — AI Forecast or User Forecast

  • Revenue Categories — the revenue categories included in reporting

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Pick-up overview

The pick-up breakdown shows how a property or group is picking up or washing bookings over a selected period. For a calendar view of the same data, open Pricing and select Pick-up.

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For visual guidance, watch the Portfolio Summary walkthroughs: Part 1 and Part 2.

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