Add the Monthly checkbox to the Sales Goal layout
Properties that set monthly budgets can now measure their current page relative to budget using the enhanced Guestroom and Catering Pace report. To display inline budget values in the Pace report, an administrator must first create monthly property budgets using the Sales Goal page. The administrator must also select the Monthly checkbox on this page to tell the Pace report to display data in the report’s budget-related columns.
This feature pertains to property budgets only, not sales goals for individual Sales Managers.
The following steps provide instructions on how to add the Monthly checkbox to the Sales Goal page layout. This feature requires R20 or later. To determine the release installed in your org, see Installed Packages.
For assistance with any feature configuration, contact your Amadeus sales representative to learn more about our Professional Services offerings.
To add the Monthly checkbox to the Sales Goal page
- Go to Setup > Create > Objects > Sales Goal.
- Navigate to the Page Layouts section and click Edit next to Property Budget Layout.
- In the Property Budget Layout toolbar, click Fields.
- Drag Monthly to the Information section of the page.
- Click Save at the top of the Property Budget Layout page.