How to enter a forecast

Use this workflow to estimate future business volume (occupancy, revenue, and cleans), which determines the target "Plan Hours" needed for your staffing schedule.

Before you begin…

• Requires Edit Forecast permissions.
• Must be logged into the Web Portal.
• Ensure at least 8 weeks of historical data is loaded if you wish to use the automated system forecast.
• If using RevSync, data may auto-populate from your PMS or ProfitSword.

The Steps

1. Navigate to Scheduler > Enter Forecast.
2. Select your hotel and the desired Week from the dropdown and date selector.
3. Review the Rooms Sold/Housekeeping Cleans section. If not using RevSync, enter your estimated Rooms Sold and Average Daily Rate (ADR) for each day.
   
   • Note: Occupancy % and Rooms Revenue will calculate automatically based on these inputs.
4. Review the Housekeeping Historical Mixes section to adjust the volume of specific clean types (e.g., Light Touch, Checkout, Deep Clean).
5. Scroll down to the F&B and Other Data Forecast section.
6. Enter values for specific Business Drivers such as Arrivals, Banquet Revenue, or Covers.
7. Optional: Review the Business Driver Groups section to see calculated totals for specific departments (e.g., Total F&B Revenue).
8. Optional: Click the Add Note button at the bottom of the page to provide context for specific volume adjustments.
9. Click Save as in Progress to preview the impact on your Plan Hours without locking the data.
10. Click Save and Approve to finalize the numbers for the week.

The Result

Success: The forecast status changes to "Approved." The system will now display accurate Plan Hours in the Schedule Grid, allowing you to staff according to labor standards.

Troubleshooting

If this fails...

• If the system forecast is missing, verify you have 8 weeks of historical data by running the Rooms Revenue Summary - History report.
• If RevSync data is incorrect or missing, do not approve the forecast; contact Support to verify the integration mapping.

Note: Clicking Save and Approve locks the week and stops any further automated RevSync updates for those dates.