Understanding the Mews for Salesforce integration dashboard

The Mews for Salesforce dashboard provides a 360-degree view of your customers, their preferences and spending of your property's guests and corporate partners. This integration version synchronizes customer and company profiles, reservations, and spending data into Salesforce in a one-way transfer. The display of this additional data in the dashboard components enhances your Salesforce platform as outlined below.

You can learn more about the data types the integration pulls from Mews Operations here.

 

To access your Mews for Salesforce dashboard:

 

1. Go to Salesforce Trailhead and log in.

2. Click on your profile icon at the top right of the page, then click Hands-on Orgs.

 

This displays the following dashboard:

 

 

3. Locate your previously created Playground, then click Launch.

 

In this guide, you can learn about the following sections in the Mews for Salesforce Dashboard:

 

• Contacts
  • Contact spending
    • Spending
    • Average Spend per Day
    • Classifications
  • Contact activities feed
• Accounts
  • Account spending
    • Account total revenue
    • Account stays in total
• Other key features
  • Top companies and customers

 

The Salesforce integration displays data relating to a company in Mews under the Accounts tab, and data related to customers under the Contacts tab in the Dashboard.

 

Contacts

 

The Contacts dashboard aggregates customer data from Mews, providing an overview of their details, reservation activities, and spending.  

 

Contact spending

 

The explanation of the different sections of the dashboard is as follows:

 

Spending

 

Spending displays a donut chart with the contact’s spending broken down by product, services, and additional expenses. The system admin can configure whether to use net or gross values across all calculations.

 

Average Spend per Day

 

Average Spend per Day represents the total spending of the given contact divided by the total number of completed reservation nights.

 

 

Classifications

 

Contact classifications displays the selected values from the contact's Customer Classifications and Additional Classifications fields. You can remove the component’s existing values and choose new values for the contact.

Note: By default, the integration includes the value “Sample Value,” which you should deactivate or delete on the inclusion of at least one other value.

  

Activities feed

 

The Activities feed shows upcoming stays for confirmed reservations. The display adds tasks under the contact and for any additional guests. If you remove a guest from a confirmed reservation, the system removes the Upcoming Stay task as well. Changes to the reservation start date keep the corresponding Upcoming Stay task in sync, visible on both the Contact and Reservation pages.

 

 

Accounts

 

The Accounts dashboard aggregates all spending data associated with a company from Mews.  

 

Account spending

 

Salesforce generates an overview of account spending for the past 12 months.

Total revenue

The account calculates total revenue from related accounting items' gross and net values. The system stores these values in the Total Gross and Net Spend fields. The display depends on the settings the Salesforce system admin configures.

 

Stays in total

 

The system counts all reservations with the account reference, and where the reservation status is either checked in or checked out.

 

Other key features

 

Top companies and customers

 

The homepage displays Top Companies & Customers in two tables, with the accounts and contacts with the largest revenue amounts displayed first. The display of net or gross values depends on the settings the Salesforce system admin configures.

 

You can learn more about setting up a demo environment to view your data in Salesforce dashboards here.