Requires the forecasting feature and revenue/accounting view access; creation and export are subject to application permissions.
Steps
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Open Forecasting & Strategy. Select Forecast horizon and enter cancellation/no-show percentages, F&B/service revenue per occupied room, manual adjustment and variable-cost assumptions.
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Choose Generate. Review the baseline totals, forecast curve, room/channel mix and weekday pattern together with its dates and assumptions.
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In Scenario levers, enter Scenario name and the intended price, weekday, OTA, corporate, breakfast, upsell, occupancy-target and fixed-cost changes. Choose Save scenario and inspect adjusted revenue, margin and tradeoffs.
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Use Track actuals/Forecast vs actual and select Variance granularity to compare the saved forecast with operational results. Download the displayed forecast or variance using CSV or XLSX when needed.
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Inspect Recommended actions. Use Simulate to test a recommendation or Revenue Manager for a pricing handoff; review and approve changes in that owning workflow. Saved simulations do not change live PMS, rates or accounting.