Comparing your performance against forecast, budget, and prior year is one of the most frequent questions you ask of your data in Insights. XLOOKUP is a powerful way to combine topics to get there, and for an analysis this central to daily revenue management, we saw an opportunity to make it even more frictionless. With the Planning product expanding to support forecasting across all accommodation revenue, not just overnight, the moment was right to bring everything together. The result is a Forecasts & Budgets topic that stands fully on its own.
What's New
- OTB comparison is now native: on-the-books data is built directly into the Forecasts & Budgets topic, with no need to pull data from the Bookings topic or use workarounds
- Full benchmarking in one view: compare your OTB performance against last year, same time last year, your User Forecast, your AI Forecast, and your Budget, all in the same topic
- Slice by stay granularity or segment: whether you're analysing by night of stay or by booking segment, the analysis now works the way you think about your property
- AI Forecast vs. OTB by inventory: if you want to focus on your AI Forecast specifically, you can now view AI Forecast performance against OTB by inventory type directly in the topic
- Additional accommodation revenue included: non-overnight accommodation revenue, such as day use and no-show revenue, is now part of your forecast and budget analysis alongside overnight revenue
- New filters: a Comparison Period filter and Revenue Selector (Net / Gross) give you more precise control over how you view and compare revenue
A Note on AI Forecasts
AI Forecasts are available for overnight accommodation revenue only. User Forecasts and Budgets can cover overnight, additional, or all accommodation revenue, depending on how they are set up in Planning.
How to Get Started
Open the Forecasts & Budgets topic in Insights. Your updated view is already there. For full details on the topic and everything available within it, read our help desk article: Forecasts & Budgets Topic
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