Revenue Planner
Plan pricing forward against occupancy targets and pick-up.
The Revenue Planning Dashboard provides a comprehensive view of your hotel’s performance with daily metrics displayed in an interactive calendar format. Use it to analyze historical data, track against targets, and forecast future performance.
Getting Started
Main Calendar View
The calendar displays your selected metric (occupancy, revenue, etc.) for each day of the year. Each day is color-coded based on your chosen legend scheme:
- Season Types: Peak (red), High (teal), Medium (blue), Low (green)
- Target Achievement: Excellent (green), Good (blue), Fair (yellow), Poor (red)
- Year-over-Year: Better (green), Same (gray), Worse (red)
Image suggestion: Screenshot of calendar with different color schemes highlighted
Key Features
Display Metrics
Choose what data to display on each calendar day:
- Revenue Metrics: Total Revenue, RevPAR, TRevPAR
- Occupancy Metrics: Occupancy %, Rooms Sold, Rooms Available
- Year-over-Year: Revenue/Occupancy change vs last year
Interactive Analysis
- Click any day to see detailed performance metrics, room type breakdowns, and reservation sources
- Click month headers to view monthly overviews with charts and trends
- Filter by Room Type or Source to analyze specific segments
Image suggestion: Screenshot of day detail modal showing KPIs and charts
Advanced Filtering
Filter Days Toggle
Enable “Filter Days” to selectively analyze specific periods:
- Toggle on “Filter Days”
- Use month toggles to include/exclude entire months
- Use legend toggles to filter by season or performance level
- Click and drag on calendar days for manual selection
The Year Overview panel will show both full-year stats and filtered stats in parentheses.
Image suggestion: Screenshot showing filter toggles and selected days highlighted
Forecasting
Show Forecast
When targets are configured, enable forecasting to project future performance:
- Check “Show Forecast” to display projected data alongside actual data
- Forecast days appear with dashed borders
- Choose forecast target level (Excellent, Good, Fair, Poor) to adjust projections
- Note: Some metrics (TRevPAR, Length of Stay) can’t be forecasted and will be hidden
Image suggestion: Calendar showing mix of solid (actual) and dashed (forecast) day cells
Configuration
Settings Button (Gear Icon)
Click the gear icon in the legend to configure your revenue planning setup:
- Seasons: Define date ranges for Peak, High, Medium, and Low seasons
- Targets: Set daily revenue, occupancy, RevPAR, and ADR goals for each season
- Breakdowns: Configure room type and reservation source distributions
- Performance: Customize achievement thresholds and colors
Image suggestion: Screenshot of configuration modal with tabs visible
Pro Tips
- Quick Analysis: Switch between different Display Metrics to quickly identify patterns
- Comparative Analysis: Use the Legend dropdown to view the same data through different lenses
- Custom Selections: Hold Ctrl/Cmd while clicking days to select multiple non-consecutive periods
- Data Validation: Gray “N/A” cells indicate missing data that should be investigated
- Performance Tracking: Use Target Achievement view to quickly spot underperforming periods
Need help setting up targets? Click the settings gear icon to access the configuration wizard, or contact support for assistance with initial setup.