Settings Overview

✓ Proper configuration within the Revenue Intelligence Account Menu is fundamental to the success of Revenue Intelligence’s pricing algorithms and the data accuracy presented throughout the platform.

✓ Many of the graphics and calculations you see in Revenue Intelligence are directly based on the settings you configure here.

✓ These settings empower you to personalize your Revenue Intelligence account for a more effective and intuitive experience, allowing you to control various aspects from visual preferences to foundational business rules and general configurations.

What You Can Configure

1. Settings: Access master configuration views for Autopilot, Rate Management (including Target Occupancy metrics), Competitors, performance Reporting matrices (including baseline Budgets), and Payroll parameters.
2. Help & Support: Access help center resources and documentation directly.
3. Theme: Select workspace colors and apply visual themes across the platform.
4. Language: Set your preferred display language for the platform interface.
5. Sign out: Securely end your current user session.

Settings Tab Breakdown

Rate Management

• General: This tab contains the master settings for AI Autopilot.
  • Smallest Acceptable Price Change: Set the minimum currency amount required for the system to trigger a rate update.
  • Autopilot Toggle: Enable this to allow the system to automatically push rate updates to your PMS/Channel Manager.
  • Exclude the Near Future: Define a specific window (e.g., the next 14 days) to keep on manual control while Autopilot manages dates further out.

• Target Occupancy: Establish monthly occupancy goals to drive the automated pricing engine. The system scales rates down when property performance trails milestones and maintains baseline pricing rules when pacing matches targets. 
  • Visual indicators denote status: green shows targets are met, amber indicates pacing is on schedule, and red highlights periods falling behind pace.
  • Load Last Year: A bulk configuration tool that references historical occupancy baseline actuals from the prior calendar year and applies optional percentage-based modifications to establish baseline targets.
  • Set All to 80%: A quick-set feature that enters a uniform 80% occupancy threshold goal across every individual calendar month.

• Room Hierarchy: Establish absolute baseline rate structures and guardrails against the competitor median across all standard, premium, and suite configurations.
  • Rate Bounds Chart: An interactive visual timeline reflecting seasonal application paths where configured floor and ceiling pricing boundaries intersect with current rates and competitive median performance.
  • Offset Type Toggle: Switch between absolute currency values ($ Absolute) and percentage values (% Percentage) to automatically calculate minimum and maximum operational limits per room type relative to the established base rate.

• Base Rate Rules: A section that allows you to set your baseline pricing strategy relative to your competitor median.
  • Base Adjustment (e.g., -10% vs. competitor median)
  • Day-of-the-Week Adjustments
  • Monthly Adjustments
  • Lead Time Adjustments (0–7 days, 8–14 days, etc.)
  • Aggressiveness level (Conservative, Moderate, Aggressive)

• Rate Codes: Categorize rate codes (Public Dynamic, Contracted, Groups, etc.) and set Flexibility (refundable vs. non-refundable) to help Revenue Intelligence understand demand types and improve forecast precision.

Competitors

• Competitor Rates: Add competitors directly in-platform by searching or pasting a Booking.com URL. The system validates and scrapes rate data.
  Learn more: Add Competitors to Revenue Intelligence (Competitor Rates).

• Competitor Ranking: Weight competitors as “Priced Higher,” “Priced Lower,” or “Priced Comparably.” You can also create Day Configurations to apply different competitor weightings on specific days of the week.

• Room Groupings: Map your own room types and competitor room types into Standard, Premium, and Suite categories to enable “apples-to-apples” comparisons.

1) Press Configure Room Groupings to add grouping names

2) Configure your room types and click Save Changes

3) Drag and drop each room into the group it belongs to. This can be repeated for each competitor.

4) Click Save Changes to confirm

• OTA Rooms: Map OTA room names to PMS equivalents to ensure accuracy in rate comparisons across systems.

Reporting

• Budgets: Input commercial revenue targets and benchmarks segmented across Room Revenue, Food Revenue, Beverage Revenue, Function Revenue, Other Revenue, Rooms Sold, and Payroll, among others. Budgets are input manually, loaded in bulk via CSV imports, or calculated as a fixed percentage of total expected revenue lines to evaluate data performance inside performance tracking dashboards.
  Learn more: How to customize your Budgets.

• Color Ranges: Customize the thresholds for Pickup Report color-coding. Configure both Room Colours (number of rooms variance) and Rate Colours (percentage variance vs. competitor median).
  Learn more: How to customize Color Range Boundaries.

• Reports: Personalize your daily workspace and data visualizations with global preferences:
  • Workspace Defaults: Select your preferred Default Landing Screen (e.g., Opportunities, Pickup Reports, or Hotel Analytics) so the platform opens exactly where you need it.
  • Pickup Report Comparison: Eliminate manual filtering by setting your default guest count, rate types, and your preferred "Compare To" period (e.g., Yesterday at 9 AM, 3 days ago, or 7 days ago).
  • Display & Analytics: Toggle report color-coding, set date formats, and configure specific displays for Hotel Analytics, such as showing Spa or Function revenue as separate totals.
  • Exclusions: Manage email preferences for Marketing Analytics or exclude specific rate codes from your performance data.

Payroll

• Payroll Budgets: If payroll software is connected, configure payroll budgets to align staffing with demand.

• Payroll Departments: Group payroll by department, cost center, or analysis group for more detailed reporting.

Why Settings Matter

📊 Accurate Pricing Algorithms: Settings like Room Hierarchy, Rate Rules, Rate Codes, and Competitor setup are essential for accurate forecasting and recommendations.

🤖 Automated Efficiency: Enabling Autopilot allows the system to act as your "cruise control," monitoring market demand 24/7 and reacting to "surge" opportunities instantly. Proper configuration of your Floor and Ceiling prices ensures the system always stays within your strategic boundaries while you are off the clock.

📈 Enhanced Data Accuracy: Proper mapping and categorization ensure accurate KPIs and reliable insights.

🎨 Tailored Experience: Visual settings like Color Ranges make Revenue Intelligence easier to interpret and adapt to your strategy.

🧠 Strategic Decision Making: Budgets, competitor management, and payroll configurations support smarter revenue and resource planning.

When to Configure

🚀 During Onboarding: Prioritize setting Budgets, Room Hierarchy, Rate Rules, and Competitors for accurate recommendations.

🛠️ Initial Competitor Setup: Submit and rank competitor sets to guide positioning.

🔁 Strategy Changes: Update settings when adjusting your pricing or business strategy.

📅 General Maintenance: Review configurations regularly to ensure alignment with evolving market conditions and business goals.