Sales Manager Progress (BI) (REP_MGR_PROGRESS_BI.REP with REP_MGR_PROGRESS_BI.FMX)
The Sales Manager Progress report is an easy to read month-end report showing sales managers' performance vs. their goals compared to On the Books figures. This report has three outputs: one organized by Manager and Year; one organized by Manager and Month using Production Goals; and the third is organized by Manager and Month using Arrival Goals.
Goal Period
These mandatory LOVs list the Report Periods selected in the Report Period fields. Users cannot select a Goal Period outside of what has been selected in the Report Period.
From. (Mandatory) Select the calendar date to indicate the beginning of the Sales Manager's Goal Period for which the report is to be filtered.
To. (Mandatory). Select the end of the Sales Manager's Goal Period for which the report is to be filtered.
Report Period
These mandatory LOVs list the same periods offered when configuring Sales Goals. The Periods selected here will be the Periods on which the Monthly versions of the report are grouped.
From. (Mandatory) Select the calendar date to indicate the beginning of the period for which the report is to be filtered.
To. (Mandatory). Select the end of the period for which the report is to be filtered.
Stay Periods When Configured.
Property. Available when the OPS_MHT2 license is active. Choose the property for which the business blocks and events in this report should be filtered. If no value is selected, all properties listed in the LOV will be considered.
Origin. Select one or more Origins. This LOV lists all of the possible values from the internal field allotment_origion values from the Business Block header. When a value is selected, only events from business blocks with this origin will be considered. If no value is selected, all business blocks will be considered. Possible values are:
ORS (business blocks created in the ORS application)
SFA (business blocks created in the SFA application)
PMS (business blocks created in the PMS application)
SC (business blocks created in the S&C application)
EXT (business blocks created in an External system)
Block
New Definite. (Mandatory) Select one status code from the list of all status codes that can turn to an Actual status. The New Definite column will be calculated based on the business blocks and events that turned to this status during the requested production period.
Incl Actual. (Enabled when a Status is selected in the New Definite field) Select this check box to include business blocks and events in an Actual status in the Definite On the Books totals.
Cancel. (Mandatory) Select one or more status code from a list of all return-to-inventory statuses. The Cancel column will be calculated based on the business blocks and events that turned to this status during the requested production period. All figures will be reported as a negative.
OTB Status 2. (On the Books) Select one or more Status Codes from the list of all status codes. The 1st On the Books column will be calculated based on the business blocks and events currently in this status for the report period.
OTB Status 3. (On the Books) Select one or more Status Codes from the list of all status codes. The 2nd On the Books column will be calculated based on the business blocks and events currently in this status for the report period.
Event
FB Revenue. Select one or more active Revenue Type(s) to include in the F&B Revenue calculations in the report.
Other Revenue. Select one or more active Revenue Type(s) to include in the Other Revenue calculations in the report.
Covers. Select one or more Event Type(s) to indicate which will be included in the Covers calculation in the reports. If no value is selected, all event types will be considered.
Owner. Select one or more Owners. If no value is selected, then all Owners listed in the LOV will be considered.
Rooms Owner. Select if only business blocks with this Rooms Owner will be considered.
Catering Owner. Select if only business blocks with this Catering Owner will be considered.
Overall Owner. Select if only business blocks with this Overall Owner will be considered.
Exclude from Forecast Event (1 of the 3 options must be selected)
Both. Select if all events will be considered regardless of the Exclude from Forecast check box.
Yes. Select if only events marked as Exclude from Forecast will be considered.
No. Select if only events not marked as Exclude from Forecast will be considered.
Block Type (1 of the 3 options must be selected)
All. Select if all business blocks will be considered.
Catering. Select if only business blocks marked as Catering Only will be considered.
Rooms. Select if only business blocks not marked as Catering Only will be considered.
Output
To determine whether the report is based on Yearly or Monthly output, select one or both check boxes.
Yearly. When selected, the Yearly output will generate.
Monthly. When selected, the Monthly output will generate. Whether Arrival or Production goals will be generated depends on the selection in the Goal filter. When Monthly output is selected (Arrival or Production), the Sub Total per Year figures and Owner appear in the report.
Goal (Visible only when the application parameter General>COMBINE ROOMS AND CATERING GOALS is set to Y.)
Select one radio button to determine which Monthly report option will be generated. These options are accessible when the Output Monthly check box is selected (the Yearly option does not report on Goals).
Arrival. Arrival Goals will be used in the report and the Variance will be calculated against the On the Books figures.
Production. Production Goals will be used in the report and the Variance will be calculated against the Net Change (production) figures. The Goal Period listed in the report is the calendar timeframe period entered in the Goal From/To fields.
For example:
Rooms and Catering Goal 1 Configured as:
- Production 01.01.14 - 01.31.14
- Arrival Period 01.14.14 - 12.31.14
Rooms and Catering Goal 2 Configured as
- Production 01.01.14 - 01.31.14
- Arrival Period 01.01.15 - 12.31.17
If the report is run for Production Goals with the following date filters:
- Report Period 01.01.14 - 12.31.17
- Goal Period 01.01.14 - 01.31.14
The report output will have 3 Goal Period rows:
Jan-14 to Dec 14
AND
Jan 15 to Dec 17
AND
Total
None. When selected, the report prints the same as the Production Goal, minus the Goal and Variance columns.
Revenue
One of the options must be selected, Net or Gross. The Incl Packages check box can be selected if either Net or Gross is selected and you want Included and Excluded Packages in the report.
Net. When selected, Room and Catering Revenue will be calculated as:
Gross. When selected Room and Catering Revenue will be calculated as:
Currency. Select the one currency for which all revenue figures will be reported. If no value is selected, the report will be calculated using the Base Currency of the logged in Property.
Note: Currency values in this report can be represented by an abbreviation when the application setting General>Currency Divisor Value is configured. For example, if values recorded in this report are too long to accurately display in the allotted space, such as 354,000, the currency divisor value set to K for 1000 can change that display to 354K so that all values over 1000 will display shortened and without decimals. The divisor value can also be set to M, which will shorten all amounts over 1 million by 5 digits and print them without decimals.
Production Period Section
This section shows data calculated based on the Goal Period date range selected in the report parameter screen. It is grouped by the business block allotment stay years, based on the selected Report Period range.
An example of the above columns:
In June 2012, Block turns DEF with 100 Rooms
In July 2012, Block drops to 95 Rooms (still DEF)
In August 2012, Block turns to ACT with 97 Rooms
If the report is run for Goal Period June – August 2012, the results are:
NEW DEF +100 rooms
Reval -5 rooms
Slippage +2 rooms
Catering Slippage is calculated for each event as Billed Revenue – Production (excluding ACT Production from the requested production period).
Note: The Production Period figures are calculated from the following tables:
- Room Revenue - Status change dates are taken from booking_status_changes. Room Revenue is calculated from allotment_changes. If the business block is in an Actual status, the Revenue is calculated from reservation_stat_daily.
- Catering Production – Status change dates are taken from event$status_changes. Revenue is calculated from event$changes. If the event is in an Actual status, the Revenue is calculated from the billed revenue in gem$event_revenue.
On the Books Section
On the Books data is calculated based on the current values at the time the report is run and grouped by the business block allotment stay years based on the Report Period range selected in the report parameter screen.
This option will print when the Output Monthly and Production Goal options are selected in the report parameter screen.
Production Period Section
The data in this section is calculated based on the Production which occurred during the periods selected in the Goal Period LOV. If more periods are selected in the Report Period than in the Goal Period, the additional periods will have On the Books data, but no figures will be reported for the Production Period columns.
Row Headers
Column Headers
An example for the above columns:
In June 2012, Block turns DEF with 100 Rooms
In July 2012, Block drops to 95 Rooms (still DEF)
In August 2012, Block turns to ACT with 97 Rooms
If the report is run for Goal Period June – August 2012, the results are:
NEW DEF +100 rooms
Reval -5 rooms
Slippage +2 rooms
On the Books Section
On the Books data is calculated based on the current values at the time the report is run and is grouped by the business block allotment stay months based on the Report Period range selected in the report parameter screen. If more periods are selected in the Report Period than in the Goal Period, the additional periods will have On the Books data, but no figures will be reported for the Production Period columns.
This option will print when the Output Monthly and Production Arrival Goal options are selected in the report parameter screen.
Production Period Section
Production Period data is calculated based on the Production which occurred during the periods selected in the Goal Period LOV. If more periods are selected in the Report Period than in the Goal Period, the additional periods will have On the Books data but no figures will be reported for the Production Period columns.
Row Headers
Column Headers
An example for the above columns:
In June 2012, Block turns DEF with 100 Rooms
In July 2012, Block drops to 97 Rooms (still DEF)
In August 2012, Block turns to ACT with 95 Rooms
If report is run for Goal Period June – August 2012, the results are:
NEW DEF +100 rooms
Reval -5 rooms
Slippage +2 rooms
On the Books Section
On the Books data is calculated based on the CURRENT values at the time the report is run and is grouped by the business block allotment stay months based on the Report Period range selected in the report parameter screen. If more periods are selected in the Report Period than in the Goal Period, the additional periods will have On the Books data, but no figures will be reported for the Production Period columns.