Clone sales goals
Administrators can clone an existing sales goal to create a new sales goal with similar details.
To clone a sales goal
- Open the property, navigate to the Sales Goals section, and click the sales goal you want to clone.
- Click Clone at the top of the page. The New Sales Goal page opens.
-
Complete the fields on this page as appropriate.
Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.
Information details Name Enter the name of the sales goal. The Name field defaults to the property abbreviation and the consumption date range. If a consumption date range is not entered, the activity date range is used. Goal Classification Select the type of goal defined for the user. The values that display in the Goal Classification field are configured by an administrator. See Overview: Setup values. If a Goal Classification value is not specific to a year or user, it can be used multiple times.
User Select the user for this goal. Property This defaults to the name of the property for this sales goal. Do not change this value. Goal dates details Activity Start Date and Activity End Date Enter the date range for the activity. Any bookings created or modified during this date range are included in the report. Consumption Start Date and Consumption End Date Enter the date range for the consumption. Any roomnights or events that are in-house during this date range are included in the report. Consumption refers to guestrooms and events on a specific date, regardless of the booking's arrival and departure dates. For example, if a booking is in-house December 29–January 2, and you run the report using a consumption date range of December 1–December 31, only those guestrooms or events on December 29-31 display.
Here are some examples of how you might set the activity and consumption date ranges:
To see activity that took place in the month for the month, set both date ranges to the same values.
To see last month's activity for future groups, set the activity dates to last month and the consumption dates to the end of booking time.
Compare Revenue Types Select the revenue types that need to be compared with the goal figure: - Banquet - Catering revenue associated with group bookings.
- Catering - Catering revenue associated with bookings without a guestroom block.
- In-House - Catering revenue associated with internal hotel events.
To select a revenue type, double-click it in the Available list. The revenue type is moved to the Chosen list. Chosen revenue types can be removed by double-clicking them and moving them back to the Available list.
Event goal information details Definite Event Revenue Enter the goal amount of definite event revenue. All revenue needs to be entered exclusive of taxes, admin charges, and service charges.
Applies to <Revenue Classification> Select the checkboxes to indicate which revenue classifications apply to the definite event revenue goal. The Guestroom and Catering Pace report does not run a comparison for individual revenue classifications, only the total definite revenue for the month.
Guestroom goal information details Definite Roomnights Enter the definite roomnight goal. Definite Average Rate Enter the definite average room rate goal. All revenue needs to be entered exclusive of taxes, admin charges, or service charges.
- Click Save.