Data Source Map
The technical blueprint: every metric → source → connection → status.
Figure labels:SAMPLE MISSING MANUAL REPORT ACTUAL CALCULATED FORECAST ASSUMPTION AI RECOMMENDATIONThis template uses only SAMPLE (fake layout data — repeated digits like 11, 22, $1,111 so they can never pass for real figures), MISSING (source not connected), and MANUAL REPORT (owner-provided counts from the Park Profile). No live data is connected.
Data source map
SOURCE: Playbook Phase 1 sections 1–13 adjusted to Beargrass systemsAS OF: template build Oct 2, 2026 3:29 PM MT
79 metric rows · 34 likely from Campspot · 8 partly from Campspot. Download: CSV.
| Section | Metric | Source system | Campspot? | Connection method | Update frequency | Last updated | Status | Action required |
|---|---|---|---|---|---|---|---|---|
| 1. Today at Beargrass | Today's date | Dashboard clock (America/Denver) | No | Generated at build/refresh | Each refresh | Live (system clock) | CONNECTED | None |
| 1. Today at Beargrass | Occupancy % today | Campspot (calculated) | YES | Campspot report CSV: 'Daily Occupancy, Arrivals, and Departures' (or Analytics 'Daily Manager Report' scheduled CSV) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | RV sites occupied (of 24) | Campspot | YES | Campspot report CSV: 'Daily Revenue and Occupancy by Site Type' | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Same as above + ownership to provide RV site types (MISSING in profile) so site types can be mapped |
| 1. Today at Beargrass | Cabins/lodging occupied (of 20: Lodge 10 rooms, 6-plex, 4-plex) | Campspot | YES | Campspot report CSV: 'Daily Revenue and Occupancy by Site Type' | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Confirm how Lodge rooms / 6-plex / 4-plex units are named as site types in Campspot |
| 1. Today at Beargrass | Available sites/units | Campspot (calculated: inventory − occupied − blocked) | YES | Occupancy report + blocked/held inventory in Campspot | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Arrivals today | Campspot | YES | Campspot 'Arrivals' report CSV | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Departures today | Campspot | YES | Campspot 'Departures' report CSV (includes balance info per Campspot KB) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Cabin/lodging turnovers | Campspot (calculated from arrivals + departures by unit) | YES | Derived from Arrivals + Departures CSVs | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | New bookings today | Campspot | YES | Analytics 'Daily Manager Report' / 'Park Overview' (net reservations) or reservation-created report CSV | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Cancellations today | Campspot | YES | Analytics 'Daily Manager Report' cancellations tile / 'Cancellation Insights' | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Net booking pickup | Calculated (Campspot new − cancelled) | YES | Calculated in dashboard | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | None beyond Campspot access |
| 1. Today at Beargrass | Reservation revenue booked today | Campspot | YES | Reservation/charges report CSV (report name to confirm with property contact) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 1. Today at Beargrass | Expected property revenue today | Campspot (+ POS when identified) | PARTIAL | Campspot daily revenue/charges report; store excluded until POS identified | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Campspot access; POS source (see Camp Store) |
| 1. Today at Beargrass | Arrival/departure detail: guest, site/unit, dates, check-in time, phone, email, booking source, paid, balance, notes | Campspot | YES | Arrivals / Departures report CSV columns | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Confirm report columns include phone/email/source/notes; PII stays on private dashboard only |
| 1. Today at Beargrass | Returning guest status | Campspot guest history | LIKELY | Guest/reservation history field (to verify in Campspot) | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Verify field availability once Campspot access is granted |
| 1. Today at Beargrass | Review-request status (per guest) | No system yet | No | None — no review-request workflow approved (sending is Phase 3 + approval) | — | Never (not connected) | DATA SOURCE UNKNOWN | Owner decision later; nothing is sent without approval |
| 2. Occupancy & Forward Bookings | Occupancy tomorrow / next 7 / 30 / 60 / 90 days | Campspot | YES | 'Daily Occupancy, Arrivals, and Departures' over future date range; Analytics 'Occupancy Pace Report' | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 2. Occupancy & Forward Bookings | Forward calendar / chart | Campspot (calculated) | YES | Built from the future occupancy CSV | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 2. Occupancy & Forward Bookings | Booking pace (current) | Campspot Analytics | YES | 'Occupancy Pace Report' / Signals Future Trends (daily snapshot of future reservations) | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Confirm Analytics access level (standard seat vs. Explorer license) |
| 2. Occupancy & Forward Bookings | Historical pace / prior year | Campspot Analytics | PARTIAL | 'YoY Metric Comparison' — depends on prior-owner history existing in this Campspot account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Confirm whether pre-acquisition reservation history is in Campspot; acquisition date still to CONFIRM |
| 2. Occupancy & Forward Bookings | Budget / target occupancy | Owner-provided | No | Not requested in Phase 1 | — | Never (not connected) | MISSING | None now (owner decision when ready) |
| 2. Occupancy & Forward Bookings | Low-occupancy / high-demand dates, pricing opportunities | Calculated from Campspot (AI RECOMMENDATION) | YES | Analysis of pace + occupancy; recommend only, never change rates | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Requires Campspot data first |
| 3. Booking Activity | Bookings today / yesterday / last 7 days / month-to-date | Campspot | YES | Analytics 'Park Overview' / 'Daily Manager Report' / 'Cancellation Insights' scheduled CSV, or reservation report export | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Cancellations today / last 7 days | Campspot | YES | Analytics 'Park Overview' / 'Daily Manager Report' / 'Cancellation Insights' scheduled CSV, or reservation report export | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Cancellation rate | Campspot | YES | Analytics 'Park Overview' / 'Daily Manager Report' / 'Cancellation Insights' scheduled CSV, or reservation report export | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Revenue from new bookings | Campspot | YES | Analytics 'Park Overview' / 'Daily Manager Report' / 'Cancellation Insights' scheduled CSV, or reservation report export | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Average booking value | Campspot | YES | Analytics 'Park Overview' / 'Daily Manager Report' / 'Cancellation Insights' scheduled CSV, or reservation report export | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Average length of stay | Campspot | YES | Analytics 'Park Overview' (shows avg length of stay) | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 3. Booking Activity | Average booking lead time | Campspot | YES | Analytics 'Park Overview' (shows avg booking window) | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 4. Booking Source / Channel | Bookings, % of total, revenue, ABV, ALOS, cancel rate by source (website/direct, phone, walk-in, Campspot marketplace, other) | Campspot booking source field | YES | Analytics 'Park Overview' (net reservations by source) / reservation report with source column | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Confirm how staff code phone / walk-in bookings in Campspot |
| 4. Booking Source / Channel | Platform fees / commissions & net revenue (Campspot channels) | Campspot | PARTIAL | Reservation/charges reports (fee fields to verify) | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Verify in Campspot |
| 4. Booking Source / Channel | Airbnb (legacy, prior owner): bookings, dates, unit, status, gross, taxes/fees, commission, net, cancellations, LOS | Airbnb account held by prior owner | No | Weekly Airbnb report export → file upload → dashboard ingest (never retyped) | Weekly (file upload) | Never (not connected) | MANUAL WEEKLY REPORT | Owner contact to arrange weekly Airbnb export from prior owner with the playbook field list; first report not yet received |
| 4. Booking Source / Channel | Booking.com (legacy, prior owner): bookings, dates, unit, status, gross, taxes/fees, commission, net, cancellations, LOS | Booking.com account held by prior owner | No | Weekly Booking.com report export → file upload → dashboard ingest (never retyped) | Weekly (file upload) | Never (not connected) | MANUAL WEEKLY REPORT | Owner contact to arrange weekly Booking.com export from prior owner with the playbook field list; first report not yet received |
| 4. Booking Source / Channel | VRBO (legacy, prior owner): bookings, dates, unit, status, gross, taxes/fees, commission, net, cancellations, LOS | VRBO account held by prior owner | No | Weekly VRBO report export → file upload → dashboard ingest (never retyped) | Weekly (file upload) | Never (not connected) | MANUAL WEEKLY REPORT | Owner contact to arrange weekly VRBO export from prior owner with the playbook field list; first report not yet received |
| 4. Booking Source / Channel | Manual Reports Due panel (last received, period, next due, status) | Dashboard (calculated from uploads) | No | Tracks each weekly OTA upload | Weekly (file upload) | Never (not connected) | MANUAL WEEKLY REPORT | Set the weekly due day (owner decision) |
| 5. Staffing | Staff role roster (10 roles) | Park Profile | No | Owner-provided profile (roles only shown; names never displayed) | On change | Park Profile (as provided) | MANUAL REPORT | None |
| 5. Staffing | Manager on duty | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 5. Staffing | Front desk on duty | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 5. Staffing | Housekeeping on duty | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 5. Staffing | Maintenance / grounds on duty | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 5. Staffing | Store staff | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 5. Staffing | Scheduled hours | SOURCE TO BE IDENTIFIED | No | Unknown — pull from wherever the schedule actually lives (calendar, sheet, payroll/scheduling app) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: tell us where the staff schedule lives (Q in list) |
| 6. Cabins, Lodging & Housekeeping | Departures / arrivals / same-day turnovers (lodging) | Campspot | YES | Arrivals / Departures / occupancy CSVs (by unit) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 6. Cabins, Lodging & Housekeeping | Stayovers | Campspot | YES | Arrivals / Departures / occupancy CSVs (by unit) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 6. Cabins, Lodging & Housekeeping | Vacant units | Campspot | YES | Arrivals / Departures / occupancy CSVs (by unit) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 6. Cabins, Lodging & Housekeeping | Blocked units | Campspot | YES | Arrivals / Departures / occupancy CSVs (by unit) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 6. Cabins, Lodging & Housekeeping | Per turnover: unit, departing guest, checkout time, incoming guest, check-in time, special notes | Campspot | YES | Arrivals / Departures / occupancy CSVs (by unit) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 6. Cabins, Lodging & Housekeeping | Cleaner assigned | Lead housekeeper (verbal) | No | None — schedule is given verbally; no system to pull from | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | DATA SOURCE UNKNOWN | Owner decision: choose a simple tracking tool (Campspot's built-in Housekeeping module is one option to evaluate) |
| 6. Cabins, Lodging & Housekeeping | Cleaning status | None (not tracked) | No | None until a tracking tool is chosen | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | DATA SOURCE UNKNOWN | Same owner decision |
| 6. Cabins, Lodging & Housekeeping | Inspection / READY status | On-site housekeeper (verbal confirmation) | No | None until a tracking tool is chosen | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | DATA SOURCE UNKNOWN | Same owner decision |
| 6. Cabins, Lodging & Housekeeping | Maintenance issue (per unit) | Maintenance log — location MISSING | No | Unknown (paper, sheet, or app?) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: where is the maintenance log kept? |
| 7. Google Reviews & Reputation | Current rating | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Total reviews | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | New reviews this week / month | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Average rating this month | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Reviews awaiting response | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Recent negative reviews | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Review trend | Google Business Profile (Beargrasslodging@gmail.com) | No | Business Profile API (OAuth, business.manage scope; Google API access approval required) — interim: authorized read via the profile owner/manager account | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: grant the bot Manager access to the Beargrass Business Profile (no password in chat) |
| 7. Google Reviews & Reputation | Follow-up queue: guest, checkout date, email, phone | Campspot departures | YES | Departures CSV | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 7. Google Reviews & Reputation | Email / text review-request status | Unknown (Campspot messaging / Mailchimp capability to verify) | PARTIAL | To research once Campspot access is granted; nothing sent without approval | — | Never (not connected) | DATA SOURCE UNKNOWN | Later owner decision (Phase 3 for sending) |
| 7. Google Reviews & Reputation | Review status (match reviewer to guest) | Calculated (GBP + Campspot) | PARTIAL | Best-effort name/date match; UNKNOWN when not matchable | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Requires GBP + Campspot |
| 8. Camp Store | Sales today / yesterday / this week / MTD | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown (if the store rings sales in Campspot POS, 'POS Sales Insights' + inventory counts would apply — to verify) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: what POS (if any) rings up store sales? |
| 8. Camp Store | Top sellers / slow-moving inventory | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown (if the store rings sales in Campspot POS, 'POS Sales Insights' + inventory counts would apply — to verify) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: what POS (if any) rings up store sales? |
| 8. Camp Store | Quantity sold by SKU | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown (if the store rings sales in Campspot POS, 'POS Sales Insights' + inventory counts would apply — to verify) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: what POS (if any) rings up store sales? |
| 8. Camp Store | Low-stock / out-of-stock / reorder items | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown (if the store rings sales in Campspot POS, 'POS Sales Insights' + inventory counts would apply — to verify) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: what POS (if any) rings up store sales? |
| 8. Camp Store | Inventory value | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown (if the store rings sales in Campspot POS, 'POS Sales Insights' + inventory counts would apply — to verify) | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | Ownership: what POS (if any) rings up store sales? |
| 8. Camp Store | Item list with quantity + retail price | Staff-provided inventory list (Google Drive) | No | Drive file — held for setup review; NOT imported into the dashboard | One-time / on change | File received (not ingested) | PENDING SETUP REVIEW | Review at setup; not ingested in this template |
| 8. Camp Store | Cost per item, gross profit, margin %, highest-margin products | MISSING (cost not recorded) | No | Needs item cost from POS or supplier invoices | Daily 6:30 AM MT | Never (not connected) | MISSING | Ownership: where can item costs come from (POS, supplier invoices)? |
| 9. Revenue Snapshot | Reservation revenue today / week / MTD / YTD | Campspot | YES | Revenue/charges report CSV (report name to confirm) | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Ownership: confirm which Campspot view/report-only user the bot uses and whether the park's Campspot Analytics seat is active; then schedule the named report to a dashboard inbox (or have the property contact export it). |
| 9. Revenue Snapshot | Revenue by RV site / cabin-lodging / long-term | Campspot (by site type) | YES | 'Revenue and Occupancy by Site Type' | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Needs RV site types (MISSING) + Campspot access |
| 9. Revenue Snapshot | Store revenue | POS — SOURCE TO BE IDENTIFIED | UNKNOWN | Unknown | Daily 6:30 AM MT | Never (not connected) | DATA SOURCE UNKNOWN | POS question |
| 9. Revenue Snapshot | Propane / laundry / firewood / fees / other ancillary | Campspot add-ons or POS (to verify) | PARTIAL | Campspot charge categories / POS | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Confirm where ancillary items are rung up |
| 9. Revenue Snapshot | Avg nightly rate, revenue per occupied & per available site/unit | Calculated from Campspot | YES | Calculated in dashboard | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Requires Campspot |
| 9. Revenue Snapshot | Legacy OTA revenue (Airbnb / Booking.com / VRBO) | Weekly OTA reports | No | Weekly file upload — shown separately with staleness warning | Weekly (file upload) | Never (not connected) | MANUAL WEEKLY REPORT | See OTA rows |
| 10. Financial / Investment | NOI, P&L, expenses, debt, valuation, refinance model | QuickBooks + Phase 4 documents | No | NOT CONNECTED — Phase 4 only | — | Never (not connected) | PHASE 4 | None in Phase 1 (do not request) |
| 11. Attention Required | Operational / revenue / guest alerts | Calculated from connected sources | PARTIAL | Rules engine over ACTUAL data only | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | AWAITING ACCESS | Available once Campspot connects |
| 11. Attention Required | Data-health alerts (missing sources, stale OTA reports) | Data Health monitor | No | Calculated from connection status | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Template build | CONNECTED | None |
| 12. Today's Priorities | 3–5 ownership priorities | Calculated / AI RECOMMENDATION from ACTUAL data only | PARTIAL | Generated after the 6:30 AM refresh | Daily 6:30 AM MT | Never (not connected) | AWAITING ACCESS | Operational priorities available once Campspot connects; setup priorities shown now |
| 13. Data Health | Source status, last updated, next update, action required | Dashboard refresh log | No | Written by each refresh | 3x daily (6:30 AM, 12:30 PM, 5:30 PM MT) | Never (not connected) | NOT CONFIGURED | Refresh schedule turns on after layout approval and first source connects |