Verifying your Data

How to Verify the Data You See in the TakeUp Dashboard

We know how important it is to trust your numbers. The TakeUp Dashboard is designed to give you a clear, accurate picture of performance, but it is always a good idea to understand where the data comes from and how to double check it. This guide walks through exactly how to verify what you are seeing and line it up with your PMS.

Where TakeUp Data Comes From

TakeUp pulls data directly from your connected PMS. This includes reservations, rates, room nights, and room revenue. The revenue shown in TakeUp reflects room rent only. Taxes, fees, and any auxiliary or add on revenue such as parking, pet fees, breakfast, or incidentals are not included in TakeUp revenue totals.

Because of this, it is normal for TakeUp revenue to be lower than total revenue reports in your PMS that include taxes or additional charges.

Step 1. Confirm the Date Range

Before comparing anything, make sure the date range matches in both systems.

1. Look at the top of the TakeUp Dashboard and note the selected date range.

2. Open your PMS and set the exact same start and end dates.

3. Confirm you are viewing the same time frame for pickup or actuals.

A small mismatch in dates is the most common reason numbers look different.

Step 2. Check Actuals vs Future Data

TakeUp separates past performance from future expectations.

Actuals
These reflect reservations that have already stayed and been posted in the PMS.

Future data
This reflects on the books reservations that may still change due to cancellations or modifications.

When verifying, be sure you are comparing actuals to actuals and future to future.

Step 3. Match Key Metrics One by One

To avoid confusion, verify metrics individually instead of all at once.

Rooms Sold
Compare total rooms sold in TakeUp to the PMS report for the same dates.

ADR
Confirm the average daily rate calculation matches. ADR is total room rent divided by rooms sold.

Revenue
Check total room rent only. Be sure taxes, fees, and auxiliary revenue are excluded from the PMS report when comparing.

RevPAR
RevPAR is calculated using room rent only and total available rooms. If inventory differs between systems, this number may not line up exactly.

Step 4. Confirm Room Types and Inventory

If a room type was added, removed, or temporarily closed in the PMS, this can impact dashboard numbers.

1. Check that all active room types in the PMS are mapped correctly in TakeUp.

2. Confirm no rooms are marked out of order in one system but not the other.

3. Make sure inventory changes are reflected for the dates you are reviewing.

Step 5. Look for Recent Changes or Overrides

Manual rate changes, PMS overrides, or recent configuration updates can explain short term differences.

• Examples include:
• Manual rate overrides in the PMS
• Recently updated bounds or behavior settings
• Same day changes that have not fully synced yet

If a change was made very recently, allow a short window for data to refresh.

Step 6. Refresh and Recheck

Sometimes the simplest fix is the right one.

1. Refresh the TakeUp Dashboard.

2. Log out and back in if needed.

3. Re-run the PMS report and confirm the numbers again.

When Numbers Still Do Not Match

If you have confirmed dates, metrics, inventory, and room only revenue and something still does not look right, our team is happy to help.

When reaching out, it helps to include:

• The date range you are reviewing
• The specific metric that looks off
• Confirmation that taxes and auxiliary revenue are excluded
• A screenshot or report from your PMS if available

That allows us to quickly trace the data and get you a clear answer.

Final Note

TakeUp is built to be transparent and verifiable. You should always feel confident double checking what you see, and we encourage it. If something does not make sense, you are never bothering us by asking. We are here to make sure the numbers tell the right story.