Morning report template

Use this as the target operating brief.

A good morning report is not a wall of numbers. It is a trusted operating brief: metrics, exceptions, first moves, and run-log caveats in one place.

Morning Operating Brief

Portfolio sample · Tuesday 7:15 AM · Run complete with caveats

Occupancy77.9%

ADR$188

Revenue$17.9k

7d pickup+14

Event weekend is underpriced against comp set while 51 rooms remain available. Raise BAR before the next pickup window closes.

Forecast workbook arrived 18 minutes late. Brief used latest approved version and flagged forecast notes for review.

Run log: PMS daily detail received. Pickup export received. Rate shop received. Forecast late. Brief sent at 7:15 AM.

Occupancy, ADR, RevPAR, revenue, pickup, forecast, and pacing.

Dates, properties, segments, or rates that deserve attention first.

Specific actions or review questions, not generic commentary.

What was late, missing, stale, or approval-gated.

What processed, when, and what the team should trust.

Who owns review, reruns, and exception resolution.

Once the target output is clear, the workflow review can map the source layer behind it.