The RevSync Forecast integration automatically pulls primary forecast data from ProfitSword into the Hotel Effectiveness Scheduler. This enables managers to generate optimized work schedules based on real-time business needs without manual data entry.
Why Use RevSync Forecast?
- Automation: Pulls 30, 60, 90, or 180 days of forecast data directly into the Scheduler.
- Efficiency: Eliminates the need for manual revenue entries, leaving only projected housekeeping cleans for manual input.
- Frequency: Runs twice daily at 2:30 AM ET and 6:30 PM ET.
Before You Begin (Prerequisites)
- Subscriptions: Active subscriptions to both Hotel Effectiveness and ProfitSword.
- Dependency: RevSync Actuals must be enabled and fully mapped before activating the Forecast sync.
Reference: Integrated Data Points
RevSync Forecast utilizes the same data mapping established for your Actuals integration.
| Data Type | Specific Metrics |
|---|---|
| Standard Data | Rooms Sold, Rooms Available, Rooms Revenue. |
| Optional Data | Arrivals, Departures, Out of Order, Spa Treatments, Banquet Revenue/Covers, Outlet/Bar Revenue/Covers, Recreation Revenue. |
| Custom Data | Additional data points can be added via the ProfitSword Data Portal API. |
Solver: Administrator Setup Actions
1. Configuration in ProfitSword
To ensure data is available for retrieval:
- Utilize Forecast Module: Ensure the hotel is entering forecasted revenue data by day.
- Dataset Logic: Use the Primary Forecast (FCID 1) dataset.
- Balance Check: Ensure that forecasted revenue data is in balance between the Day and Month tables. If these are out of balance, the sync may fail to pull accurate daily figures.
2. Configuration in Hotel Effectiveness
Once the technical connection is established:
- Verify Actuals: Confirm that RevSync Actuals are mapped and flowing correctly.
- Mapping Process: Navigate to Settings > 3rd Party Revenue Sync Mapping.
- Review Source Data: Identify the incoming ProfitSword fields and map them to your corresponding Business Drivers.
- Save Mapping: Once mapped, the Scheduler will automatically populate with ProfitSword data during the next sync cycle.
Frequently Asked Questions (Reference)
Q: Which forecast dataset is pulled from ProfitSword? A: The integration pulls the Primary Forecast (FCID 1). This is a system-wide standard and cannot be changed to a secondary forecast.
Q: Can we import more than 30 days of data? A: Yes. While 30 days is the default, the sync can be configured for 60, 90, or 180 days. Contact support to adjust your look-forward window.
Q: Do we still need to enter Housekeeping Cleans manually? A: Yes. While revenue and occupancy flow automatically, projected housekeeping cleans (stay-overs vs. check-outs) must still be entered in the Scheduler (Step 1: Enter Forecast) to ensure accurate staffing targets for Room Attendants.
Q: Can we set up Forecast sync without Actuals sync? A: This is possible but requires a special configuration. It is highly recommended to set up RevSync Actuals alongside Forecast to ensure full reporting visibility across the platform.
Success Check
- Validation: Open the Scheduler in Hotel Effectiveness and navigate to Step 1: Enter Forecast.
- Result: If successful, the occupancy and revenue fields will be pre-populated with data. You should see the sync timestamp reflecting the most recent 2:30 AM or 6:30 PM run.
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