{"id":14015,"date":"2025-04-14T12:12:35","date_gmt":"2025-04-14T12:12:35","guid":{"rendered":"https:\/\/www.palisis.com\/resources\/os-relatorios-nao-deveriam-exigir-um-doutoramento-porque-criamos-um-assistente\/"},"modified":"2026-02-26T13:37:37","modified_gmt":"2026-02-26T13:37:37","slug":"os-relatorios-nao-deveriam-exigir-um-doutoramento-porque-criamos-um-assistente","status":"publish","type":"post","link":"https:\/\/www.palisis.com\/pt-pt\/resources\/os-relatorios-nao-deveriam-exigir-um-doutoramento-porque-criamos-um-assistente\/","title":{"rendered":"Os relat\u00f3rios n\u00e3o deveriam exigir um doutoramento: Porque cri\u00e1mos um assistente"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Alguma vez te sentaste para executar um simples relat\u00f3rio e te apercebeste que tinhas de abrir tr\u00eas menus, criar um modelo personalizado, aplicar filtros na ordem correta e program\u00e1-lo manualmente? N\u00e3o devia ser assim t\u00e3o dif\u00edcil. <\/p>\n\n<p class=\"wp-block-paragraph\">No sector das viagens e actividades, os relat\u00f3rios n\u00e3o s\u00e3o apenas n\u00fameros. S\u00e3o a forma como tu: <\/p>\n\n<ul class=\"wp-block-list\">\n<li>Acerta as contas com os parceiros<\/li>\n\n\n\n<li>Previs\u00e3o de receitas<\/li>\n\n\n\n<li>Acompanha as vendas online e offline<\/li>\n\n\n\n<li>Envia os resumos do IVA ao teu contabilista<\/li>\n\n\n\n<li>Detecta tend\u00eancias de reservas de \u00faltima hora<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">Mas, muitas vezes, as ferramentas de que necessitas para elaborar estes relat\u00f3rios est\u00e3o escondidas atr\u00e1s de menus t\u00e9cnicos ou de fluxos de trabalho pouco claros.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-from-17-clicks-to-3-meet-the-reporting-wizard\"><span class=\"ez-toc-section\" id=\"De_17_cliques_para_3_conhece_o_Assistente_de_relatorios\"><\/span><strong>De 17 cliques para 3: conhece o Assistente de relat\u00f3rios<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n<p class=\"wp-block-paragraph\">O nosso novo <strong>Assistente de relat\u00f3rios<\/strong> foi concebido para pessoas que apenas querem obter respostas &#8211; rapidamente. Traz todo o poder do nosso sistema de relat\u00f3rios para um <strong>fluxo passo-a-passo<\/strong> que o guia do in\u00edcio ao fim. N\u00e3o precisa de ver um tutorial de 17 minutos.  <\/p>\n\n<p class=\"wp-block-paragraph\">Podes faz\u00ea-lo:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Escolhe um tipo de relat\u00f3rio: por exemplo, reserva, pagamento, comiss\u00e3o de parceiro, IVA<\/li>\n\n\n\n<li>Aplica filtros por produto, canal, m\u00e9todo de pagamento ou per\u00edodo de tempo<\/li>\n\n\n\n<li>Seleciona um modelo existente ou constr\u00f3i um rapidamente<\/li>\n\n\n\n<li>Agenda relat\u00f3rios para serem enviados automaticamente todos os dias, semanas ou meses<\/li>\n\n\n\n<li>Partilha-o com colegas, equipas financeiras ou contactos de parceiros<\/li>\n<\/ul>\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls=\"\" src=\"https:\/\/www.palisis.com\/wp-content\/uploads\/2025\/04\/Reporting-Wizard.mp4\"><\/video><\/figure>\n\n<h3 class=\"wp-block-heading\" id=\"h-real-examples-real-impact\"><span class=\"ez-toc-section\" id=\"Exemplos_reais_impacto_real\"><\/span>Exemplos reais, impacto real<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n<p class=\"wp-block-paragraph\">Eis alguns dos relat\u00f3rios mais utilizados e a sua utilidade:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>1. Relat\u00f3rios das comiss\u00f5es de parceiros<\/strong><strong><br\/><\/strong>Liquida pagamentos com revendedores como hot\u00e9is, OTAs ou postos de turismo. Inclui totais de reservas, dep\u00f3sitos efectuados, valores de comiss\u00f5es e o que \u00e9 devido a quem. <\/li>\n\n\n\n<li><strong>2. Reparti\u00e7\u00e3o dos pagamentos<\/strong><strong><br\/><\/strong>Obt\u00e9m visibilidade sobre a forma como os clientes est\u00e3o a pagar: cart\u00e3o, numer\u00e1rio, Apple Pay, reparti\u00e7\u00f5es Mastercard\/Visa. \u00datil para equipas financeiras e reconcilia\u00e7\u00f5es de fornecedores de pagamentos. <\/li>\n\n\n\n<li><strong>3. Relat\u00f3rios de resumo do IVA<\/strong><strong><br\/><\/strong>Gera rapidamente uma vis\u00e3o geral do IVA por taxa para um determinado per\u00edodo &#8211; perfeito para as finan\u00e7as ou quando um auditor vem chamar.<\/li>\n\n\n\n<li><strong>4. Vendas por canal<\/strong><strong><br\/><\/strong>Compara o desempenho da tua loja virtual com as vendas OTA, dispositivos ou bilheteira. Detecta tend\u00eancias e optimiza o investimento em marketing. <\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">E isto \u00e9 apenas o come\u00e7o. Estamos a trabalhar ativamente para incluir os <strong>relat\u00f3rios mais solicitados<\/strong> como modelos padr\u00e3o no menu de relat\u00f3rios operacionais, para que possas obter as informa\u00e7\u00f5es de que precisas sem teres de come\u00e7ar do zero. <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-qw.googleusercontent.com\/docsz\/AD_4nXdqhHdjygcXjE1437qxAv1uO0SqverfPQ2vDuTbSQtk-gXRhkD4hxflx2S442hEW2ZzN97U56EPkkvzF9Mywl0LItnhgdfLcY6l2Rw_ch3yY1FT9enzuKj3xkGwXCeOPk_7P1-uOw?key=kwOB7-tzFlK0cMKJJ4Vt3uF9\" alt=\"\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\" id=\"h-designed-for-how-you-actually-work\"><span class=\"ez-toc-section\" id=\"Concebido_para_a_forma_como_trabalhas\"><\/span>Concebido para a forma como trabalhas<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n<p class=\"wp-block-paragraph\">N\u00e3o devias precisar de ser um utilizador avan\u00e7ado para obter um relat\u00f3rio. \u00c9 por isso que adicion\u00e1mos: <\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Indicadores de progresso<\/strong> para saberes sempre em que ponto est\u00e1s<\/li>\n\n\n\n<li><strong>Agenda claramente<\/strong> para que os relat\u00f3rios sejam enviados a tempo e para as pessoas certas<\/li>\n\n\n\n<li><strong>Layout compat\u00edvel com dispositivos m\u00f3veis<\/strong> para que possas verificar ou agendar em qualquer lugar<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">Torn\u00e1mos ainda mais f\u00e1cil pr\u00e9-visualizar e testar um relat\u00f3rio antes de o finalizar &#8211; para que possas ter a certeza de que est\u00e1 correto antes de chegar \u00e0 caixa de entrada de algu\u00e9m.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"h-see-the-bigger-picture-at-a-glance\"><span class=\"ez-toc-section\" id=\"Ve_o_panorama_geral_num_relance\"><\/span>V\u00ea o panorama geral num relance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n<p class=\"wp-block-paragraph\">Queres ter uma vis\u00e3o r\u00e1pida do desempenho do teu neg\u00f3cio? O nosso <strong>Palisis Dashboard<\/strong> d\u00e1-te uma vis\u00e3o geral em tempo real das principais m\u00e9tricas &#8211; desde reservas e capacidade at\u00e9 ao desempenho dos canais. Concebido com <strong>KPIs de boas pr\u00e1ticas<\/strong>, \u00e9 a forma mais r\u00e1pida de controlar a tua opera\u00e7\u00e3o, quer estejas na tua secret\u00e1ria ou em movimento.  <\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/beta.palisis.com\/pit\/v5\/#\/Dashboards\">Ver o teu painel de controlo agora<\/a><\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Obt\u00e9m as informa\u00e7\u00f5es de que precisas&#8230; sem o tutorial de 17 minutos<\/p>\n","protected":false},"author":2,"featured_media":14016,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[46,49,52,28],"tags":[],"class_list":["post-14015","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","category-article","category-features","category-operations"],"acf":[],"yoast_head":"<!-- This site is optimized with 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