The Occupancy Rates Export dashboard is a version of the Occupancy Rates dashboard designed for exporting. It includes each resource's Rate per Desk and Total Rate metrics.
Before you start
Dashboard filters
Alongside the standard filters in the Data Hub, this dashboard allows you to specify the rate type you want to see. Below is a list of filters that can modify the calculations shown on the dashboard:
Rate Type
This filter lets you choose the rate calculation that should be used on the dashboard:
Total Rate shows each resource's total prorated discounted membership price.
Rate per Desk shows the rate divided by the number of desks in the occupied resource.
This dashboard is optimized for exporting detailed occupancy rates data. For that reason, disregard location subtotals for Rate per Desk. The Rate per Desk at row level and in the TOTAL row can be used as shown
For example, if you have a $100 membership for a private office with five desks:
The Total Rate for this resource will be $100—the same as the membership price.
The Rate per Desk of the resource will be 100 / 5 = $20.
Note: You can sell one or more desks within the office under a different membership. In this case:
The total number of desks in the parent resource (the office) will remain the same, and its rates will be calculated the same way. The number of desks in it will remain unchanged.
The Total Rate and Rate per Desk for the sold desk will match those for a single-desk resource.
Unit of Measurement
This filter lets you choose the unit of measurement you want to see on the dashboard: square meters or square feet.
Include Unassigned Memberships
Sometimes, you may need to see active memberships in your organization that aren't (yet) associated with any resource or aren't meant to be linked to a specific resource in the first place (for example, Hot Desk memberships). In those cases, you can set the "Include Unassigned Memberships" filter to "Yes."
Remember that the Rate per Desk and all resource-related columns for such memberships will always be blank, as they are not associated with specific resources.
Include Unoccupied Resources
Like the "Include Unassigned Resources" filter, this lets you see resources that are not occupied via memberships in the selected timeframe. When this filter is set to "Yes," only available resources in the selected date range are displayed.
Remember that all membership-related columns for these resources will always be blank because the resources are unoccupied.