ORMS Forecast Analysis

Note: This topic applies to ORMS ADF11.

The Forecast Analysis Dashboard displays past, current, and forecasted room and reservation data. This is a comprehensive and dynamic screen, helping you better view and understand your property's business. The summarized data can be divided and dissected (sliced and diced) allowing you to see the information from different perspectives. The Forecast Analysis information presents on-the-books and forecasted data in graphs and grids, providing filters for your specified views. All data can be viewed by Yield Category and Booking Class. You can also view the data segmented by groupings of market codes, source codes, channel codes and rate categories, depending on the graph selected. The groupings of market codes, source codes, channel codes and rate categories presented here were defined in Configuration Forecast Groups.

Forecast Analysis Dashboard

The Forecast Analysis Dashboard contains filters on the left-side of the screen with the Calendar and options for the type of data you want displayed. The data in the graph reflects the options you selected for analysis. Beneath the graph is a grid depicting the statistics that calculate the graph.

Prerequisites

• Ensure that the application setting ORMS>Parameter>ORMS ADF11G is set to Y.
• Ensure that the application setting>GENERAL>Settings>BASE ADF URL has the correct path for the ADF11 Application, for example: http://specialhoteladf:9003.
• The groupings of market codes, source codes, channel codes and rate categories presented here need to be defined in Configuration Forecast Groups.

Permissions

• Revenue Management>ORMS FORECAST ANALYSIS - Access ORMS Forecast Analysis. This permission grants the user access to the Forecast Analysis Dashboard. All functions on the Forecast Analysis screen will be available to the user with this permission (view, search). If this permission is not granted, the Forecast Analysis screen is disabled and grayed out.

Workflow Process Overview

• Select the property whose data you want to view, if applicable. In a multi-property environment with more than one modeled property, the Property LOV displays in the Title Bar . Users with access rights and permissions to other properties can select the LOV and choose the modeled property whose data will be displayed. The sections on the dashboard (other than the Calendar) refresh data specific to the selected property. In a single property environment or in a multi-property environment where the user has rights to only one property, or only one property is modeled, the property field is read-only. (Pre-modeled properties are only available for selection through the ORMS Configuration screens.)
• Select the date or dates on the Calendar for when you want to view data.
• Select the Graph displaying the type of data you want to view from the drop-down list.
• Select the Filters on the left-side of the screen for how you want to view data: Yield Category, Booking Class, Market Code Groups, Source Code Groups, Channel Code Groups, Rate Category Groups, and Display radio buttons.
• View the data in the Graph and Grid.

Calendar

For details about the Calendar, see Using the Calendar.

Filters

Select the options you want for analysis and select the Search button to display the results.

Analysis. The Analysis LOV lets you select the type of data you want represented in the graph and grid. The graphs for analysis include the following:

• Total Rooms by Yield Category
• Trn. (Transient) Rooms by Yield Category (The All>Arrivals on this graph match the Forecasted Arrivals on the Home Dashboard and the Total column in the Future Transient Arrivals Forecast Report. There may be a 1-2 day discrepancy amongst the data due to rounding of percentages and figures within the system.)
• Trn. (Transient) Rooms by Booking Class
• Rooms by Allotment Class
• Trn. (Transient) Rooms by Market Code Group
• Trn. (Transient) Rooms by Source Code Group
• Trn. (Transient) Rooms by Channel Code Group
• Trn. (Transient) Rooms by Rate Category Group
• ADR and RevPAR - Displays ADR On the Books, ADR Forecasted, RevPAR On the Books, and RevPAR Forecasted. The values for ADR On the Books and ADR Forecasted match those on the Home Dashboard, although on the Forecast Analysis Tab these values are rounded. For ADR only, but not RevPAR, the ADR (On the Books and Forecasted) can also be viewed by Booking Class or for only Transient bookings, Allotments, Yieldable or Non Yieldable reservations.

  When selecting the ADR and RevPar filter, the following options are displayed:

  Allotment - Displays only the picked up rooms belonging to a block.
  Transient - Displays only the transient rooms.
  Transient Yieldable - Displays only the transient yieldable rooms.
  Transient Non-Yieldable - Displays only the transient non-yieldable rooms.

  Note: This graph only displays the RevPAR OTB and RevPAR Forecast lines when all Yield Categories and Booking Classes are selected. As soon as a Yield Category or Booking Class becomes unselected, or the user only views by Transient, Allotment, Transient Yieldable or Transient Non-Yieldable Revenue, only the ADR OTB and ADR Forecast lines display in the graph.

Allotment Class. Displays when the Rooms by Allotment Class analysis is selected. Select the allotment class you want included for analysis from the LOV.

Booking Class. Displays when the Trn. (Transient) Rooms by Booking Class analysis is selected. Select the booking class you want included for analysis from the LOV.

Market Codes. Displays when the Trn. (Transient) Rooms by Market Code Group analysis is selected. Select the market code you want included for analysis from the LOV.

Source Codes. Displays when the Trn. (Transient) Rooms by Source Code Group analysis is selected. Select the source code you want included for analysis from the LOV.

Channel Codes. Displays when the Trn. (Transient) Rooms by Channel Code Group analysis is selected. Select the channel code you want included for analysis from the LOV.

Rate Categories. Displays when the Trn. (Transient) Rooms by Rate Category Group analysis is selected. Select the rate category you want included for analysis from the LOV.

Yield Categories. Displays when the Total Rooms by Yield Category or Trn. (Transient) Rooms by Yield Category analysis is selected. Select the yield category you want included for analysis from the LOV.

LOS. Displays when the Arrivals or Departure radio button is selected and the Trn. (Transient) Rooms by Yield Category or Trn. (Transient) Rooms by Booking class is selected. Select the length-of-stay you want included for analysis from the LOV (All, 1,2,3,or 4).

Radio Buttons

Select the number of rooms affected by the type of analysis, for the date. The rooms are viewed by selecting the radio button of:

All (both On the Books and Forecasted) number of rooms affected by the type of analysis and date.

On The Books. Displays only number of rooms affected by the type of analysis and date.

Forecasted. Displays only number of rooms affected by the type of analysis and date.

Occupancy. Displays the number of Occupied transient rooms, based on the selection of All, On The Books, or Forecasted display option.

Arrivals. Displays the number of Arrival transient rooms, based on the selection of All, On The Books, or Forecasted display option.

Departures. Displays the number of Departure transient rooms, based on the selection of All, On The Books, or Forecasted display option.

All. Displays both yieldable and non-yieldable transient rooms by type of analysis selected.

Yieldable. Displays all yieldable transient rooms by type of analysis selected, based on the selection of All, On The Books, or Forecasted display option.

Non-Yieldable. Displays all yieldable transient rooms by type of analysis selected, based on the selection of All, On The Books, or Forecasted display option.

Graphs

• The left-side axis of the graph depicts the amount of rooms, i.e. 0-14.
• The bottom axis displays the selected dates from the calendar and other options.
• Move the cursor over a colored statistical point in the graph and a popup message appears identifying in more detail the facts.

Drill-down Graphs

Certain graphs provide drill-down capabilities where you can view specific details by clicking on areas in the main graph. Graphs that provide drill-down functionality have a TIP message identifying them. . Graphs with this capability include:

• Trn. (Transient) Rooms by Yield Category
• Trn. (Transient) Rooms by Booking Class
• Rooms by Allotment Class

Trn. (Transient) Rooms by Yield Category

• In the Trn. Rooms by Yield Category graph, you can drill-down by clicking on a specific bar in the main graph. An additional small graph appears displaying the percentages (and also displays the numbers if the cursor hovers over a point ) by booking class within the selected yield category and date.

Trn. (Transient) Rooms by Booking Class

• In the Trn. Rooms by Booking Class graph, if the Occupancy filter is selected, users can click the bar in the main graph and an additional small graph appears. The small graph displays the percentages (and also displays the numbers if the cursor hovers over a point) by Market Code/Source Code/Channel Code depending on the booking type defined within the selected booking class and date.
• If Arrivals or Departures is selected, when clicking the bar, the graph displays the percentages (displays numbers if cursor hovers over) by LOS. The LOS filter is available for selection if Arrivals or Departures are selected.

Rooms by Allotment Class

• On the Allotment Class graph, when users click a bar, an additional small graph displays the percentages (displays numbers if the cursor hovers over) by allotment code within the selected allotment class and date.

Grids

The grids display data based on the analysis type, filter options, and dates. Below is a sample grid for the Total Rooms by Yield Category. Grids typically contain the selected dates in the left column and the total number of rooms per analysis in the subsequent columns.

Button Functions

Search. Select the Search button to display your choice of options for data in the graph and associated grid.

Export to Excel. Select this button to export the current data into Excel. Each of the Analysis table grids can be transported to Excel. Please note that your Internet Explorer needs to be modified to allow this process. If your Network Administrator has not made the global change, please see the attached document for instructions on how to modify your Internet Explorer for Export to Excel. Click here.

The grid will be imported with all columns and rows after you select the following prompt, if applicable.

• A prompt asking you to Open / Save the Excel file Occupancy ADR Forecast.xls will be displayed. Select your choice to Open the file or Save it in a location of your choice. The data shown on the Occupancy / ADR Panel will be exported to the XLS file.
• When opening the exported XLS file using Excel 2007, you may get the following prompt when you’re trying to open an XLS file (Excel 2000-2003) using Excel 2007: The file you are trying to open .xls is in a different format than specified by the file extension. Verify the file is not corrupted and is from a trusted source before opening the file. Do you want to open the file now? Select Yes.

Navigation Functions

When you see the Expand and Collapse arrows on the dashboard, you can click on the arrow to expand or collapse that area of the screen, respectively.