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Budget analysis Overview

Analysis options

The budget analysis tool offers a variety of filters you can use to analyse your hotel's budget performance, everything can be customised according to your needs. Check below the analysis options available.

• Time frame: period of time you want to assess.

• KPIs: what will be analysed.

  • Revenue, occupancy, rooms sold, rooms available, ADR or RevPar.

• Series: time frames comparison options.

• Group by: will split the available data into the selected group, adding up to the total of your selected KPI.

  • Hotels, segment, channels, country or room type.

• Difference: calculate the difference to the selected series.

• Income: define if the income showed in the table is net or gross.

Time frame

You can choose the period of time you want to assess. By default, the start date will be the first of the last month and the end will be the last day of the current month in one year. You can define the time frame by selecting:

• Start date (From)

• End date (To)

• Time unit: day, week or month.

KPIs

You can select the KPIs that will be displayed (on the top of the table) in the analysis by selecting them on the KPI dropdown, you can select up to 5 at once. The available KPIs are:

• Revenue

• Occupancy

• Rooms sold

• Rooms available

• ADR (Average Daily Rate): Average rate of all sold rooms.

  • How to calculate it: (Total room revenue) / (Number of all sold rooms)

• RevPAR (Revenue per available room): This KPI combines occupancy and ADR to see how the hotel performed.

  • How to calculate it: (total room revenue) / (total number of rooms) or
    (ADR) x (occupancy in %)

Series

The series are used to extend the possibilities, by comparing different time frames. For a deeper analysis, you can add the following options to your analysis:

• Final 2Y: final value two years ago.

• Final 3Y: final value three years ago.

• YTD 2Y: qualifying date comparison for the booking situation two years ago

• YTD 3Y: qualifying date comparison for the booking situation three years ago

• New 1d: shows pick up of the last day

• New 3d: shows pick up of the last three days.

• New 7d: shows pick up of the last seven days.

• Goals: goals set on “Settings → Budget”.

Group

The groups will split the available data into the selected group, adding up to the total of your selected KPIs. You can choose between the following options:

• Hotels: only for the users operating more than one hotel in RateBoard.

• Segments: e.g. group, business, leisure

• Channels: e.g. website, telephone, Booking.com

• Country: country of origin of your guests

• Room Type: the room types are the ones set in your inventory.

Differences

Calculate the difference to the selected series, you can turn it on (show) or off (hide). It will be displayed after the respective series.

Income

Net values are only provided by selected PMSs partners.

• ASA

• Apaleo

• Citadel

• Ericsoft Suite5

• Guestline

• Hogatex

• Lean

• ScignoOTA

• SIHOT

• 5Stelle

• Suite8CSV

If available, you should be able to change your income between Net and Gross, this change will be reflected on the Revenue, RevPar and ADR values.

Custom presets

You can create custom presets that will save the analysis options and make it easier to get to the visualization that makes more sense to your hotel.

Create new presets

1. Select the filter options you want to apply.

2. Once you are done, click on NEW PRESET to create a new one.

3. Add a unique name to your preset.

4. Click "SAVE".

Access or delete presets

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