The Calendar gives you a convenient, visual way to manage your property. From there, you can check the occupancy percentage to forecast and track real-time availability.

Key Change:

• Blocked and Out of Service rooms remain included in Total Rooms Available (inventory) but are not counted as rooms sold when calculating occupancy.

The Dashboard makes operations easier by allowing you to have a quick summary of the current day, including an overview of the Occupancy and Forecast highlights metrics.

Key Changes:

• Room Sold is not include held allotment blocks.
• Average Daily Rate (ADR) is calculated using Total Room Revenue instead of Room Rate.
• Revenue is Total Room Revenue, including Room Rate, Additional Room Revenue (manual and no-show), and Room Revenue Adjustments.

The Price Intelligence Engine (PIE) feature effortlessly gathers and displays market data in real-time, serving as a Revenue Management System (RMS).

Key Changes:

• Blocked and Out of Service rooms remain included in Total Rooms Available (inventory) but are not counted as rooms sold when calculating occupancy.
• Average Daily Rate (ADR) is calculated using Total Room Revenue instead of Room Rate, which includes Room Rate, Additional Room Revenue (manual and no-show), and Room Revenue Adjustments.
• Capacity, Rooms Available, and Rooms Sold only include physical rooms, as virtual rooms are excluded.

The Group feature is a powerful tool that enables hoteliers to enhance their capabilities for managing Group and Contracted Corporate business. This functionality organizes related reservations under Group Profiles. Each Group Profile page includes a header summarizing important information about the respective group.

Key Changes:

• Revenue is Total Room Revenue, including Room Rate, Additional Room Revenue (manual and no-show), and Room Revenue Adjustments.
• Average Daily Rate (ADR) is calculated using Total Room Revenue instead of Room Rate.
• Blocked and Out of Service rooms are not removed from the Night Available calculations.

No action is required. The Finance and Occupancy Reporting upgrade is fully live and already applied across the PMS.

During the upgrade process, some preparatory steps were recommended to help properties transition smoothly to the new reporting logic. These included:

1. Downloading any historic Classic Reports needed for reference. In each Classic Report, click Export To in the top-right corner and choose PDF or Excel. Learn more in the Classic Reports list.
2. Reviewing and validating Split Inventory configurations. Confirm how occupancy works with Split Inventory and whether any configuration updates are needed: How do Occupancy Metrics work with Split Inventory. If you previously used Shared Inventory, refer to the Shared to Split Inventory Migration Guide.
3. Reviewing occupancy-based pricing rules in PIE. Some properties temporarily disabled these rules during the upgrade to better understand how the updated occupancy logic affected their pricing strategy, then re-enabled and adjusted them if needed. See Create, edit, or delete occupancy-based rules/alerts in PIE.

When you are using Cloudbeds Insights, there are 2 Data Fields to help with accounting codes:‬

• Cloudbeds Transaction Code‬
• Cloudbeds Transaction Description‬

These correlate to the USALI codes implemented and discussed above.‬ Each transaction in the financial dataset has one of these codes. Here is an example:‬

In the new Occupancy Data Set, these codes are bucketed to a less granular level for‬ reporting purposes. To understand which codes are included in each bucket, check the code guide:

Here is an example of a report with some of these buckets:‬

Only the new metrics are available in the PMS. However, in Cloudbeds Insights, there is an “Adjusted Occupancy” Cloudbeds Data Field (CDF) with the formula as follows:

• Occupancy = Total Rooms Sold / (Capacity - Blocked Rooms - Out of Service Rooms)

Also, in Cloudbeds Insights with report builder, customers are able to create a formulated CDF for ADR that mimics what was previously available in some properties by using the Room Rate CDF.

• ADR legacy = Room Rate / Total Rooms Sold

Yes! We support adjusted occupancy Cloudbeds Data Fields (CDF) that remove the blocked and out of service rooms. You can use these reports:

1. Occupancy by Room Type - Last Month
2. Occupancy Comparison - Month
3. Occupancy Comparison - Today
4. Occupancy History and Forecast
5. Occupancy History and Forecast by Room Type
6. Occupancy History and Forecast by Room Type and Source
7. Occupancy Statistics
8. Occupancy Statistics by Room Type
9. Occupancy Statistics by Room Type - Month to Date
10. Occupancy Statistics by Room Type - Today
11. Occupancy Statistics - Month to Date
12. Occupancy Statistics - Today
13. Production
14. Production Report by Month - Year to Date
15. Production Report by Room Type
16. Production Report - Month to Date
17. Production Report - Today
18. Rooms Sold and Occupancy
19. Rooms Sold and Occupancy by Month
20. Rooms Sold and Occupancy - Today

No immediate action is required. The upgraded occupancy logic is already applied across PIE and the PMS.

However, if you use occupancy-based pricing rules or alerts in PIE, we recommend reviewing them to ensure they still align with how occupancy is now calculated. Since Blocked and Out of Service rooms remain included in Total Rooms Available (inventory), your occupancy percentages may differ from what you previously saw.

No, definite allotment blocks are not considered in the new occupancy calculation. The calculation includes only rooms sold that have reservations, and the rooms available count does not exclude allotment blocks, blocks, or out-of-service rooms.

In Classic reports (for example, Rooms Sold/Occupancy or Production), the Room types filter may display duplicate or old names of the same accommodation type. This happens because Classic reports preserve a historical record of room type name changes. When you rename a room type in your property settings, past stays keep the old name while new stays use the updated one. Both names appear in filters to ensure the historical data remains accurate.

If your reporting period spans before and after a rename, you need to select all historical names of that room type to include the complete dataset. This is expected behavior (not an error) and is documented in the Rooms Sold/Occupancy Report article (FAQ).

Example of a filter showing historical names:

How to confirm whether a rename occurred:

1. From your Account Menu , go to Logs > Activity Log.
2. In Filter, open Change Made and select ROOM TYPE MODIFIED.
3. Click APPLY. Look for entries like “Room type name was changed from X to Y,” with date/time and user.