View sales goal details
The Sales Goal page displays details about the selected user goal or property budget. This information is used to run the Productivity report (user goals) and the Guestroom and Catering Pace report (property budgets).
To open the Sales Goal page, open the property, go to the Sales Goals section, and click the sales goal name. In addition to viewing the sales goal details (see table below), you can use this page to do the following:
Sales goal details
Information | |
Name | The name of the sales goal. By default, the Name field defaults to the property abbreviation and the consumption date range (for example, TCH - [4/1/2018 - 4/30/2018]). If there isn't a consumption date range, the activity date range is used instead. |
Goal Classification | Applicable only to user goals. The type of goal defined for the Sales Manager (for example, 2025 Food & Beverage Goal or 2025 Rooms Goal). |
User | Applicable only to user goals. The Sales Manager this goal applies to. |
Budget Classification | Applicable only to Property Budgets. Not used. |
Property | The name of the property where the sales goal was defined. |
Record Type | Indicates whether this goal is a User Goal or Property Budget.
|
Goal Dates | |
Activity Start Date/End Date | Any bookings that were created or modified during this date range will be included in the report. |
Consumption Start Date/End Date | Any roomnights or events that are in house during this date range will be 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 12/29/18 - 1/2/19 and you run the report using a consumption date range of 12/1/18 - 12/31/18, only those guestrooms and events on 12/29, 12/30, and 12/31 will be included in the report data. |
Compare Revenue Types | The revenue types that should be compared with the goal figure:
|
Event Goal Information | |
Definite Event Revenue | The goal amount of definite event revenue. |
Applies to [Revenue Classification] | Applicable only to user goals. Selected revenue classification are applied to the definite event revenue goal. The Guestroom and Catering Pace report does not run a comparison against individual revenue classifications, only the total definite revenue for the month. |
Guestroom Goal Information | |
Definite Roomnights | The definite roomnight goal. |
Definite Average Rates | The definite average room rate goal. Goal room revenue is calculated as follows: (Definite Roomnights * Definite Average Rate). |