The analysis tool in RateBoard offers many options for you to assess your data. With a custom combination of filters, distribution and reference you can create your own analysis perspective on the individual KPI’s.
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What you will find here
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The analyse tool offer a variety of filter you can use to analyse you hotels performance, everything can be custom accordingly to your needs. The tool have to options, Forecast and Market.
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Forecast
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How the analysis controls works
For setting up your analysis, you can define KPIs, filters, distribution and reference. You can then take a look at the data in a chart or table view.
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KPI: what will be analyzed.
Revenue, occupancy, ADR or RevPar.
Filter: particular information for which all available data will be displayed.
Pickup, room category, room type, segments, channels or countries.
Distribution: will split the available data into the selected distribution adding up to the total of your selected KPI.
Room category, room type, segments, channels or countries.
Reference: comparison with previous years.
Last year or 2 years ago.
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KPI
To setup your analysis you first choose one of the given KPI which will be shown in the chart.
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A filter is used to show all available data for one particular information.
e.g. The combination of the KPI “occupancy” “revenue” and the filter for the room category “standard”type “ROOM A”, will show, in the chart or table, how much occuppancy revenue in each individual day is generated by this room categorytype.
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You can choose between the following filters:
Pickup: With the pickup filter you can choose select if you would like to display the pickup of the last 1, 3, 7, 14 or 7 30 days. If you set a pickup filter you will see how many room nights were picked for each individual day based on the chosen period.
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We will show only the net-pickup, so rooms that were reserved and cancelled within the 1, 3 or 7 days will be deducted automatically. |
Room Categories: The room categories you can choose as a filter are based on your settings in the inventory configurations (same as in Manage). If you have distributed your single room types into sup-categories in RateBoard (e.g Standard, Superior, Suite etc.) you could use this setup to assess your data. IMPORTANT: To be able to use this filter you have to have your inventory capacity information setup in RateBoard first. This setup you can do in “Settings>Inventory” if you click on tab “Capacity”the ones set in your inventory.
Room Types: If you like to assess the performance of one individual room type you use this as a filter. Once you selected the filter for e.g. your double standard room the chart will just show you the values of this room type. IMPORTANT: The room types are the ones set in your inventory.
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To be able to use |
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room category and room type filters, your inventory capacity |
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must be set. |
Segments: The segments available for this analysis will equal are the same segments you set up and use in your PMS.
Channels: If you set up a filter for a specific channel only this information will be shown depending on the value of the selected KPI. If I choose the KPI “Occupancy” with the filter of “Website” the chart will show just the occupancy generated by your own website for each day. The channels available for this analysis will equal the channels you set up and use in your PMS.
Countries: Filtering data by country gives you the opportunity to analyze the selected origin of your guest based on the chosen KPI. If you for example select the KPI “Occupancy” with a filter for your German guest, the chart will show you how much occupancy is generated by just German guest per day. The countries available for this analysis will equal the countries you set up and use in your PMS.
Distribution
The distributions are working a little different then the setting of filters. If you select a distribution the chart will not just show a single information like in the filter. In fact, it will display all available data distribution is different from the filter, because it shows all the available data for the selected option, adding up to the total of your selected KPI.
e.g. If you for example chose “Occupancy” “revenue” as your KPI and “Segment” “Room type” as your distribution, the chart will show all available segments room types and their relative proportion of the total occupancy. By this the shown data is a composition of all available information.
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You could use the following distributions:
Segments
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Pickup: you can select
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Countries
A distribution by country will give you all countries of origin of your guest adding up to your total KPI value. The countries available will equal the countries of origin of your guest in the PMS.
Room type
The distribution by room type will show you the composition of all your individual room types on a given day. IMPORTANT: To be able to use this filter you have to have your inventory capacity information setup in RateBoard first. This setup you can do in “Settings>Inventory” if you click on tab “Capacity”.
Room category
Distributing by room category refers to your individual settings in the “Inventory” by e.g. “Standard”, “Superior”, “Suite” etc. This way you could assess how the individual categories are standing to each other proportionally on a given day. IMPORTANT: To be able to use this filter you have to have your inventory capacity information setup in RateBoard first. This setup you can do in “Settings>Inventory” if you click on tab “Capacity”.
Channels
A distribution by channel will give you an overview how the channels are composing to the total of your selected KPI. All channels available will equal the channels you use in your PMS.
Pickup
The distribution oy pickup could be done by the last day, the last three days and the last seven days. Contrary to the pickup filter the pickup distribution will not blend out all other information. This way you can assess your pickup while you also see the previous reservations that were on the books before.
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if you would like to display the pickup of the last 1, 3, 7, 14 or 30 days.
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We will show only the net-pickup, so rooms that were reserved and cancelled within the 1, 3 or 7 days will be deducted automatically. |
Room Categories: The room categories are the ones set in your inventory.
Room Types: The room types are the ones set in your inventory.
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To be able to use room category and room type filters, your inventory capacity must be set. |
Segments: The segments available for this analysis are the same segments you set up and use in your PMS.
Channels: The channels available for this analysis will equal the channels you set up and use in your PMS.
Countries: The countries available for this analysis will equal the countries you set up and use in your PMS.
Reference
The selection of the reference helps you to define the comparison data. You have the following options available to setup set up comparing periods:
Final last year
Same time last year (YTDYear to Date)
Final 2 years ago
Same time 2 years ago (YTD)
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Year to Date)
You can also decide the format of the reference date. You could choose from a reference per
Same date (e.g. 03/12/19 vs. 03/12/18)
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Same day of week (e.g. Wednesday 03/12/19 vs. Wednesday 03/13/18).
Date picker
The assessed period could be changed by the slide control below the chart. Therefore, you just click and You can hold the slider (light blue) and move it left or right to your desired period. You could also use the slider to , you can also narrow down or widen the period you want to assess. The minimum here would be a two-week period and the maximum are 6 weeks you can display in the chart.
The lower chart where you set the slider to the period you want to assess is set up to show you calendar weeks. The calendar weeks you could identify by the gray bars in this chart. Once , to a minimum of two weeks or maximum of 6 weeks.
Each gray bar in the date picker represents a week, once you defined a period to assess the analysis chart will always start with a on Sunday on the left and will end with a on Saturday on the right. Saturdays and Sundays are always highlighted by a deeper gray in the analysis chart.
The chart is indicating you if an event is set for a specific day. This year’s events will be displayed with a yellow bar on top of the chart. Previous events will be indicated by a gray bar.
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With a click on a single . You can also check the events that will be displayed on the top of the chart, in yellow are the current year events and in gray the last year events.
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By clicking on the bar of any given day you could will open the detail overview. How See more about the detailed overview works will be described later in this textview.
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Save Presets
By saving presets it gives the user the possibility to immediatly use custom filter settings.
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To delete a certain preset, click on the waste paper bin next to the preset.
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Detailed view
By a click on a specific day in the chart you will be directed to the lower part of the analysis page. Depending on what reference format you choose (per data or per weekday) the tiles in the detailed overview will give you the information of the current performance vs. the reference day. The comparison in the tiles will be displayed by the deviation to the YTD data.
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