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Account Profile Report
This topic describes the Account Profile Report for Siebel Hospitality. About the Account Profile Report
To profile an account is to research and analyze that account and the contacts associated with the account. The purpose of profiling is to determine whether the account exists in your Siebel Hospitality database, and to learn the details of that account. The Account Profile Report is a detailed overview of an account. This report contains general account information, a detailed account profile, a travel profile, a financial overview, and lists of initiatives and contacts. The Account Profile Report can be used by sales, revenue management, and event management personnel to view the account profile, business profile, and financial overview of an account. The Account Profile Report is used by account managers to research account information including financial, historical, credit card usage, travel agency usage, and related data. Account managers can use this information to determine rates for future bookings, potential discounts, and so on. The Account Profile Report is available in views of the Accounts screen. Fields in the Account Profile Report
Some fields in the Account Profile Report are listed in Table 130.
Table 130. Account Profile Report - Customer Profile Fields
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Activity in Market |
Indicates any activity in the market relevant to the company. |
BT Buying Decision |
Indicates any policies that the account uses to make business transient (BT) buying decisions. For example, transient reservations might be made through a travel planner. |
Compelling Events & Important Issues |
Indicates key events for this account that could generate specific business opportunities. |
Competitive Set Spending |
Amount of money spent at the competitive set of the property. Competitive set refers to all other properties that are in competition with your property for the business of the account. |
Complexity Rating |
A rating for how complex the quote was to create and develop. |
Compliance Percentage |
Indicates the percentage of employees associated with the account who follow the company travel policies of the account. A high number means that most employees follow the company travel policies closely. |
Extended Stay in Directory |
Indicates whether or not extended stay rates for a number of properties are defined for the account. These rates are listed in a directory format. |
Max Rate Increase/Market |
The maximum rate or increase that the account will accept according to the market and year by year. |
Max # of Blackout Dates |
Indicates the maximum number of times that the special rates can be restricted within one year. |
National Account |
Indicates whether the account is a national account (Y) or a local account (N). |
Ownership Type |
Indicates whether the account is a publicly or privately owned company. |
Preferred Program |
Indicates whether or not the competitor is part of the Competitor Preferred Program. |
Rate |
The rate that this competitor offered to the account. |
Rates Listed in Directory |
Indicates whether or not special rates for a number of properties are available to the account. These rates are listed in a directory format. |
Requires LRA (Last Room Availability) |
Indicates that the account must receive its usual rate until the last room at the property has been sold, regardless of hotel occupancy. |
Room Change Percentage |
The projected percentage change in room nights booked between the current year and the previous year. |
Share Percentage |
The percentage spent at this property as compared to all other properties that the account uses. |
Travel & Entertainment Spend |
The total amount that the account is expected to spend on travel and entertainment this year. |
Value Rating |
The rating for the value of the quote. |
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