This Tableau Accelerator allows you to:

* **Assess your overall financial health across your properties: Revenues, Expenses, Profitability**
* **Appraise impact of bookings on your financial results**
* **Identify the drivers of your financial performance**
* **Deep-dive to property level of detail**

[Demo video](https://youtu.be/ZoQwUFtzXbA)

### Answer key business questions

* How much revenue do we generate from our properties?
* How much profit do we generate per department?
* What is the income statement of my properties?
* What are the best-in-class properties in terms of total revenue, and how profitable are they?
* How much revenue and profit do we generate from one specific property?

### Monitor and improve KPIs

#### *Rooms*

* Total Rooms Available: Total number of available rooms over the period
* Total Rooms Sold: Total number of rooms sold over the period
* OCC (Occupancy Rate): Share of sold rooms over total available rooms over the period. This is one of the highest indicators of success, providing an indication of the attractiveness of a property (expressed in percentage).
* RevPAR (Revenue per Available Room): Average Revenue per Available Rooms: revenue generated per available room, whether or not they are occupied (expressed in currency)
* ADR (Average Daily Rate): Average Daily Rate: average paid amount for rooms sold over the period. The KPI covers only revenue-generating guestrooms (expressed in currency)

#### *Revenues*

* Total Revenue: Total amount of income generated by the sale of goods or services (expressed in currency)
* Total Rooms Revenue: Total Revenues generated by sold rooms (expressed in currency)

#### *Expenses & Reserves*

* Total Departmental Expenses: Total amount of departmental expenses. These are costs incurred to maintain the production of income from operation of the property: Rooms, Food and Beverage... (expressed in currency)
* Total Undistributed Expenses: Total amount of undistributed expenses. These are operating expenses that are not otherwise included in departmental expenses: General & Administration, Sales & Marketing, Utilities... (expressed in currency)
* Total Management Fees: Total charge levied for the property management: i.e. Base Management Fees, Incentive Management Fees... (expressed in currency)
* Total Non-Operating Expenses: Total amount of non-operating expenses. These are costs not directly related to core business operations: Property & Taxes, Insurance, Asset Management... (expressed in currency)
* Total FF&E Reserves: Total fund for Furniture, Fixtures and Equipment. It is a financial plan to ensure adequate funds are available for future replacements, furniture, fixtures, and equipment upgrades (expressed in currency)

#### *Profitability*

* Gross Operating Income: Total earnings of properties after taking away all of their Departmental Expenses (expressed in currency)
* Gross Operating Income %: Share of earnings after departmental expenses (expressed in %)
* Gross Operating Profit: Profits after subtracting all the properties operating expenses, i.e. departmental and undistributed (expressed in currency)
* Gross Operating Profit %: Share of profits after subtracting all the properties operating expenses, i.e. departmental and undistributed (expressed in %)
* EBITDA: Total earnings of properties before taking off interest, taxes, depreciation and amortisation. This metric measures a property’s overall financial performance (expressed in currency)
* EBITDA %: Share of earnings of properties before taking off interest, taxes, depreciation and amortisation (expressed in %)
* Net Operating Income: Total earnings of properties after taking away all of their expenses, including taxes and reserves. This profitability metric shows how well a property operates (expressed in currency)
* Net Operating Income %: Share of earnings after taking away all expenses, including taxes and reserves (expressed in %)

### Required attributes

* **Date** (date): Date of the period
* **Property** (string): Designation of the property
* **Brand** (string): Brand to which the property belongs
* **Country** (string, role: country): Country in which the property is located
* **City** (string): City in which the property is located
* **Measure** (string)\*: Name of the measure
* **Measure Value** (numeric)\*: Value of the measure

*\*[Measure] is an attribute where specific values are expected.*
*For each [Measure] value, the corresponding value must be set in [Measure Value] attribute*

*Expected values in [Measure] attribute:*

* “ROOMS\_SOLD”: Number of rooms sold over the period
* “ROOMS\_AVAILABLE”: Number of available rooms over the period (available physical rooms multiplied by the number of days of the period)
* “OPREV\_xxx”: Operating Revenues, xxx being a breakdown of your Operating Revenues (“Rooms”, “Food & Beverage”, “Spa”...)
* “DEPEXP\_xxx”: Departmental Expenses, xxx being a breakdown of your Departmental Expenses (“Rooms”, “Food & Beverage”...)
* “UNDISEXP\_xxx”: Undistributed Expenses, xxx being a breakdown of your Undistributed Expenses (“Administration & General”, “Sales & Marketing”...)
* “NOPEXP\_xxx”: Non-Operating Expenses, xxx being a breakdown of your Non-Operating Expenses (“Insurance”, “Taxes”...).
* “MGTFEES\_xxx”: Management Fees, xxx being a breakdown of your Management Fees (“Base Management Fees”...).
* “FFE\_xxx”: Furniture, Fixtures and Equipment, xxx being a breakdown of your Furniture, Fixtures and Equipment

*Note: Whenever there is a “xxx” in the code name, you can replace the “xxx” by the breakdown of your choice. For*
*instance, if you need to have three levels of breakdown for your Operating Revenues, you can create three*
*distinct values in [Measure] attribute:*
*\- “OPREV\_Rooms” for Operating Revenues related to rooms*
*\- “OPREV\_F&B” for Operating Revenues related to foods & beverages*
*\- “OPREV\_Spa” for Operating Revenues related to spa*
*The sum of those three levels will constitute your Total Operating Revenue*

Hospitality Finance

Assess your overall financial health across your properties: Revenues, Expenses, Profitability