Hotel KPI Dashboard & Monthly Operating Review System

The Boutique Operating Review by TheGMDesk is a Google Sheets-based monthly operating review system for boutique hotels, villas, small resorts, and independent hospitality businesses.

It is designed for the point after your PMS, POS, accounting file, or monthly reports have produced the numbers — but before the owner, GM, operator, consultant, or review lead needs to make sense of the month.

The goal is simple:
See what changed, what needs attention, and where to improve next.

This is not PMS, POS, accounting software, SaaS, or a complex financial model.
It is a calm monthly review layer that helps turn completed monthly figures into a clearer operating conversation.

What’s Included

1. The Boutique Operating Review workbook
   A Google Sheets-based monthly review system with structured input, dashboard views, operating signals, and guided review questions.




2. Access Instructions PDF
   Step-by-step instructions for accessing the workbook, making your own private copy, and getting started safely.




3. Quick Start Guide PDF
   A simple overview of how the review system works and how to move through the monthly workflow.




4. Setup Guide: Seasons, Benchmarks & Thresholds PDF
   Beginner-friendly guidance for choosing season profiles, benchmark settings, and review thresholds.




5. Monthly Review Guide PDF
   A practical guide for running the monthly review conversation, reading the dashboard, and turning signals into next actions.




6. Hospitality Metrics Glossary PDF
   Plain-English explanations of key hospitality metrics including occupancy, ADR, RevPAR, labour %, OTA channel mix, GOP, EBITDA, thresholds, and red flags.
   
   

Who It Is For

This product is designed for boutique hotel owners, villa owners and operators, small resort teams, independent hospitality businesses, GMs, operators, hospitality consultants, investors, asset owners, monthly review leads, and family-run properties that need more structure around performance review.
It is especially useful where the property already has numbers available, but the monthly review still feels unclear, scattered, or too dependent on disconnected reports.

Use It to Review

• monthly revenue movement


• occupancy, ADR, and RevPAR


• total revenue and revenue quality


• F&B and other revenue


• payroll and labour %


• OTA channel mix and commission pressure


• operating costs


• GOP and GOP %


• EBITDA and EBITDA %


• monthly operating signals


• practical follow-up questions


• next-month improvement focus
  
  

How It Works

1. Make your own private copy of the Google Sheets workbook.


2. Complete the Setup & Start tab.


3. Enter the completed month’s figures in Monthly Data Input.


4. Review the dashboard.


5. Check the operating signals.


6. Use the review questions to guide the monthly conversation.


7. Agree practical next actions for the month ahead.
   
   

You do not need integrations or software setup.
Use the completed reports you already have from your PMS, POS, accounting file, bookkeeper, accountant, GM, or operator.

What This Is Not

This is not a PMS, POS system, accounting platform, booking system, daily operations tracker, replacement for your accountant or bookkeeper, custom consulting service, or SaaS platform.
It is designed for post-month review, once your core monthly figures are available.

Made for Non-Finance Owners Too

You do not need to be a hotel finance expert to use this.
The included buyer guides explain the setup choices, season profiles, benchmark settings, thresholds, and key hospitality metrics in plain English.
The system is designed to help smart owners and operators understand the month more clearly without turning the review into a corporate finance exercise.

License

This purchase includes a single-business license.
You may use the workbook for one property or one hospitality business.
If you are a consultant, operator, or management company and want to use this across multiple properties or clients, please contact TheGMDesk for multi-property or consultant licensing.

Requirements

You will need:

• a Google account


• access to Google Sheets


• your monthly PMS, POS, accounting, or management report figures


• basic monthly revenue, cost, payroll, and room performance information
  
  

The workbook is delivered as a Google Sheets copy link inside the Access Instructions PDF.