Edit sales goals
Administrators can use the Sales Goal Edit page to modify the details of a sales goal.
To edit a sales goal
- Open the property, go to the Sales Goals section, and click Edit next to the goal.
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Modify 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 When you save the record, the Name field defaults to the property abbreviation and the consumption date range. Budget Classification Select the classification of the budget. Monthly Select this checkbox if you are creating a monthly budget. By selecting this checkbox the Guestroom and Catering Pace display an inline comparison against the monthly budget. The following columns display when the report is run: Budget, Variance (to budget), % (variance to budget), Actual Last Year, and Tentative STLY (same time last year). A property must create monthly budgets to use the Guestroom and Catering Pace report.
Property This field defaults to the name of the property for this sales goal. Do not change this value. Goal dates details 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 is some additional information regarding the consumption date range for monthly budgets:
A separate property budget needs to be created for each calendar month. The Guestroom and Catering Pace report does not support multiple budgets in a given month.
Monthly property budgets cannot span multiple months.
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, or 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 Rates Enter the definite average room rate goal. All revenue needs to be entered exclusive of taxes, admin charges, or service charges.
- Click Save.