From Booking Details to Strategic Vision: Precisely Control Occupancy and Rates
The Planning Revenue is a tool designed to efficiently manage the occupancy and rates of your accommodations. It allows you to switch from the Availability Planning, view key indicators, check amounts, adjust occupancy rules, and resolve orphan days. Additionally, it sets which profiles have access, defines the scope of changes, and details how to act when there are shared rules. Its goal is to centralize management and maximize the performance of your sales.
Key Definitions
Orphan Days: calendar gaps left free due to strict occupancy rules; marked with a yellow triangle.
Planning Revenue: view focused on occupancy and rates, without the ability to modify bookings; prioritizes occupied nights over free nights.
Availability Planning: alternative view centered on the details of each booking; from there, color categories are configured.
Occupancy Rule: configuration that determines stay restrictions (e.g., minimum stays) and can be applied to one or several accommodations.
Access and Navigation
Access Path:
Revenue → Planning(left side menu).View Switching: you can switch between "Availability Planning" and "Planning Revenue" with the corresponding selector.
Access Profiles: only users with one or more of these profiles (Administrator; Booking Manager; Revenue Management).
Viewing, Actions, and Management
The Planning Revenue offers a different perspective from the Availability Planning: it focuses on the relationship between occupied nights vs. free nights. It is oriented towards managing occupancy and rates, without the option to modify bookings.
Accommodations Column
Search: quickly locate an accommodation by name.
Categories: colors configurable only from the Availability Planning.
Monthly Occupancy Chart:
Colors and thresholds: red: 0 – 50 %; orange: 50.01 – 70 %; green: 70.01 – 100 %.
Actions on Accommodation
Left Click: shows a panel with links to the accommodation and its gallery.
Right Click: opens "View Accommodation" and "View Occupancy Report" (new tab with the "Occupancy Percentages by Accommodation" report with a predefined filter).
Hover: shows the integrated partner's logo.
Steps (using the column)
Locate an accommodation with the Search.
Interpret the occupancy chart by colors.
Use left click to access accommodation links and gallery.
Use right click to open the occupancy report.
Available Filters
Date.
Accommodation Name.
City.
Type of Accommodation.
Category.
Status.
Steps (applying filters)
Define the Date and other criteria (Name, City, Type, Category, Status).
Apply the filters to narrow the view.
Planning Cells
Occupied Cells (with bookings): show the total booking amount.
Left click: displays Revenue, Expenses, and Profit Margin.Free Cells: show the daily rate and minimum stay (moon icon).
Left click: opens the Configuration Panel to modify price and occupancy rule.Date Selection: click on a specific date or drag to select multiple days.
Change History (in the configuration panel)
Indicates who last modified the rate or occupancy rule.
Shows the last three modifications (user, date, and changed entity).
If the change was made by PriceLabs, it is indicated.
Scope of Changes
Changes in occupancy rules made from the Planning Revenue apply only in VRMS.
If there are custom rules per portal in ChannelPRO, they will not update automatically; you must modify them manually.
Steps (edit from a free cell)
Left click on the free cell of the day you want to edit.
Adjust the price per night and occupancy rule in the Configuration Panel.
Check the Change History to verify previous edits.
Confirm, remembering that the change impacts only in VRMS.
Managing Orphan Days
Orphan days are marked with a yellow triangle.
Clicking on the triangle opens a window to adjust the occupancy rule and enable booking of the gap.
Gap Selection
Click on the alert: selects the entire gap.
Click on the white cell: selects only that cell.
Steps (resolve an orphan day)
Identify the yellow triangle.
Click to open the adjustment window.
Decide whether to resolve the entire gap or a specific cell.
Change Mode (when there are shared rules)
If the accommodation is assigned to a rule shared with other accommodations, you must choose:
Overwrite the rule: the change impacts all linked accommodations.
Create a new rule: affects only the accommodation in question.
If there is no shared rule, the system directs directly to the Summary.
Steps (choose change mode)
Check if the rule is shared.
Select "Overwrite" or "Create a new rule."
If there is no shared rule, proceed with the Summary.
Use Cases
Case No. 1: accommodation without shared gallery
If it does not share an occupancy rule, only that accommodation and period are updated.If it shares, a new rule exclusive to that accommodation is generated.The name of the new rule is formed with the name of the accommodation; the periods are imported as they were in the previous rule.
Case No. 2: accommodation with shared gallery
Accommodations connected by Channel Manager/ChannelPRO form a multi-unit group and share a rule.The change automatically applies to all accommodations in the group.
The Planning Revenue focuses on the visualization of occupancy and rates, allowing quick action on prices and occupancy rules by date, and facilitates the profitability of the accommodations.
Understanding how to apply filters, interpret cells, resolve orphan days, and manage shared rules is essential for efficient and smooth operation.
Frequently Asked Questions
What can I see and do in the Planning Revenue?
What can I see and do in the Planning Revenue?
You can view occupied and free nights, see amounts in booked cells, and in free cells, check the rate and minimum stay and adjust price and occupancy rule through the Configuration Panel. It does not allow modifying bookings.
Who can access the Planning Revenue?
Who can access the Planning Revenue?
Users with Administrator, Bookings Manager, or Revenue management profiles.
How do I interpret the monthly occupancy chart by accommodation?
How do I interpret the monthly occupancy chart by accommodation?
By colors: Red (0–50%), Orange (50.01–70%), Green (70.01–100%).
Are changes in occupancy rules reflected in ChannelPRO?
Are changes in occupancy rules reflected in ChannelPRO?
No. Changes made from the Planning Revenue apply only in VRMS. If there are customized rules by portal in ChannelPRO, they must be updated manually.
What are orphan days and how are they resolved?
What are orphan days and how are they resolved?
They are gaps generated by strict rules and are marked with a yellow triangle. You can adjust the rule from the pop-up window, selecting the entire gap or a specific cell.