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Proposales Dashboard Tile for OPERA Cloud

See your Proposales activity at a glance, right from your OPERA Cloud dashboard. Adding a tile gives you a real-time overview of proposals, their total value, and upcoming expirations, so you can quickly spot what needs attention.

Updated today

How it Looks

Once set up, the Proposales tile in your OPERA Cloud dashboard shows:

Section

Description

Active

Total number of active (sent) proposals for the property

Total Value

Combined value of all active proposals (excluding tax)

Proposal Table

Up to 20 active proposals, sorted by expiration date

Each proposal entry includes:

  • Proposal (name)

  • Period (stay dates)

  • Value

  • Expires (shown as Today / Tomorrow / N days)

Clicking the tile’s link icon in the bottom right corner, opens Proposales with a filtered view of active proposals for that property.


Before You Begin

Make sure the following requirements are met:

  • OPERA Cloud version 24.3 or later

  • Access to:

    • Role Manager

    • Toolbox > System Setup > Outbound


Step 1: Generate the API Token in Proposales

  1. Log in to Proposales:

  2. Navigate to Settings > Your profile and scroll down to API Key

  3. Click Generate (or Regenerate) to create an API key

  4. Copy the API key

You’ll need this key later when configuring OPERA in Cloud in Step 3.


Step 2: Grant Required Permissions in OPERA Cloud

  1. In OPERA Cloud, go to Administration > Role Manager

  2. Navigate to and edit the relevant Chain or Property role, for those who should see the tile

  3. Under General > Dashboard Tiles, enable:

Permission

Required

View External Content Tile

Yes

View Sales & Marketing External Content Tile

Yes

4. Click Save

⚠️ Users must log out and back in for changes to apply. Even the ALLACCESS role may not have these tasks enabled by default — you must explicitly grant them.


Step 3: Configure the Outbound System

  1. Navigate to:
    Toolbox > System Setup > Outbound > Outbound Configuration

  2. Click New and enter:

Field

Value

Context

Property (select your property)

Outbound Type

DASHBOARDTILE

Outbound Code

PROPOSALES_TILE (or any unique code you prefer)

Description

Proposales proposal data dashboard tile

Protocol

REST (auto-filled)

Authorization Type

TOKEN

Token

Placeholder string (e.g. xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx). OPERA requires a value here but does not transmit it for this outbound type.

Application Key

Paste your Proposales API token from Step 1.

3. Under Service Details, click New and enter:

4. Click Save

Important Notes

  • Do not add query parameters or a trailing slash to the Service Path. OPERA Cloud automatically appends required parameters to the URL

Authentication Details

  • The Application Key is sent as the x-app-key header

  • The Token field is not transmitted for this outbound type

  • Optional: You can configure a custom header:

    • x-api-key: Bearer <token>

    • This overrides the Application Key if used


Step 4: Add to Outbound Domain Allowlist in OPERA Cloud

  1. Go to:
    Toolbox > System Setup > Outbound > Outbound Domain Allowlist

  2. Click New and enter:

Field

Value

Host Name

secure.proposales.com

Protocol

HTTPS

Port

443

3. Click Save

Approval Process

The entry will move through these statuses:

  1. Awaiting Approval: immediately after save

  2. Find the entry, click the vertical ellipsis (⋮) and select Approve (requires the Approve Outbound Domain Allowlisting task)

  3. Pending (processing, can take up to 6 hours)

  4. Ready

⏳ Add this entry early. Processing can take up to 6 hours in some environments before reaching Ready status.


Step 5: Test the Connectivity

  1. Return to Outbound Configuration

  2. Enter the Dashboard_tile under Outbound Type, and the title for the tile under Outbound Code.

  3. Find your configured tile (PROPOSALES_TILE)

  4. Click (⋮) → Test

Expected result:
Test Connection Successful

If the test fails, check:

  • Domain allowlist is in Ready status

  • Service Path is correct (no trailing slash or parameters)

  • API token is valid and active, user has access to the company in Proposales

💡 Tip: You can review request/response details via Toolbox > System Setup > Outbound > Outbound Monitoring. Click a Reference ID to inspect the full request and response messages exchanged between OPERA Cloud and Proposales.


Step 6: Add the Tile to Your Dashboard

  1. Open the OPERA Cloud Dashboard

  2. Select the dashboard page where you want the tile (or create a new page)

  3. Click Add New Tiles

  4. Find External Content in the list

  5. Set Quantity = 1

  6. Click Add to Dashboard


Step 7: Configure the Tile

  1. Click the Setup button on the tile added.

  2. Configure:

Field

Value

Outbound Code

Select PROPOSALES_TILE (the code from Step 3)

Category

Sales & Marketing

Size

3x2 (recommended)

Layout

Mixed

3. Click Save

The tile should now load and display live Proposales data.


Recommended Tile Setup

For the best experience:

  • Size: 3x2

  • Layout: Mixed

This configuration supports both summary metrics and the proposal table.

Tile Size

Layouts

Support

1x1

Standard

No

2x1

Standard

No

2x2

Standard, Table, Mixed

Yes

3x1

Standard

No

3x2

Standard, Table, Mixed

Yes


Troubleshooting

Something is not working? Here are the most common errors and solutions while setting up the tile:

Issue

Possible Cause

Solution

Category dropdown is empty

Missing permissions

Re-check Step 2 and re-login

Tile shows no data

Domain not ready

Wait until allowlist status is Ready

Connection test fails

Incorrect Service Path

Ensure no trailing slash or parameters in URL

401 Unauthorized

Invalid API token

Regenerate token in Proposales and update Application Key (Step 3)

403 Forbidden

hotelId mismatch or access issue

Verify the OPERA property matches the hotel ID in Proposales

Shows 0 proposals

No active proposals for this company

Send a proposal in Proposales to verify the tile populates


Need More Help?

Here are some links that can help you setting up your tile:

If there is anything else you wonder, just send us a message in the chat and we will be happy to assist!

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