How to customize your Budgets

You can customize Budgets in Revenue Intelligence to track performance against your property’s goals. Budgets are used in analytics and opportunities reporting, helping you measure success across different revenue streams.

Accessing Budgets

1. Click your Account Menu (top-right corner)
2. Select Settings

3. In Settings, go to the Rate Management tab and select Budgets.

How to enter budgets

1. Select the Year from the dropdown.
2. Enter values for the metrics you want to track (e.g., Room Revenue, Food & Beverage, Spa Revenue, Other Revenues, Rooms Sold, Payroll).
3. Click Add Row to create a new budget entry (if needed).
4. Save your changes.

Importing budgets via CSV

If you prefer bulk entry, you can click Import Budgets to upload a CSV file with your property’s budget data.

Saving and managing budgets

• Changed values will appear in blue.
• If you need to remove a value, use the trash bin icon next to the row.
• When finished, click Save to confirm your updates.