Setup a Sales Account Forecast
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In this video, you will learn how to set up a sales account forecast details.
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This tracks the expected room nights, room revenue,
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food and beverage revenue, and any other revenue.
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Let's get started.
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First, you must find the sales account.
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In OPERA Cloud, go to client relations, profiles, and then select Manage profile.
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Enter the search criteria to find the account profile.
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Sales accounts are typically company or travel agent profiles.
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In this example, to search for a profile I select travel agent from the drop-down list,
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enter a name, and then click search.
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Next to the Sales Account Profile name I want to create a sales forecast for,
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I click the arrow to open the I want to menu and then click Forecast.
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In this example, click New to enter new sales forecast for this travel agent account profile.
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Click the magnifying glass to select the from and to
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dates to define the time period for the forecast.
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The forecast time period can represent calendar months or fiscal time periods,
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and is based on the Forecast Reporting Period Control setting in OPERA Cloud Administration.
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Enter the potential number of room nights to include in this sales forecast time period.
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Enter the potential average rate.
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Now, based on the time period and the average rate,
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the room revenue is automatically calculated.
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I can make adjustments to the room revenue amount.
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And then I have the option to enter the potential Food and Beverage revenue
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and any other expected revenue for this forecast time period.
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Now, I can select save or I can click to save add more, meaning I can save this sales forecast
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and then create another sales forecast for another time period.
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In this example, I create another sale forecast and then click save.
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Now, I see the sales forecast details I just created.
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The first sales forecast detail I just created was for the time period August 2022 until April 2022.
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Next, the second sales forecast detail I created was for February through March 2022.
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If you want to delete all the forecast details, select the checkbox at the
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top of the list to select all entries, then click the vertical ellipse and click delete.
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To edit or delete any of the forecast details individually,
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click the checkbox and then click the vertical ellipse next to each forecast detail.
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In this example, I click edit and now I can update any of the details, and then click save.
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Now, I see the forecast link appear for this profile,
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indicating there are forecast details available.