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Settings Overview

Updated

✓ Proper configuration within the Revenue Intelligence Account Menu is fundamental to the success of Revenue Intelligence’s pricing algorithms and the data accuracy presented throughout the platform.

✓ Many of the graphics and calculations you see in Revenue Intelligence are directly based on the settings you configure here.

✓ These settings empower you to personalize your Revenue Intelligence account for a more effective and intuitive experience, allowing you to control various aspects from visual preferences to foundational business rules and general configurations.

What You Can Configure

  1. Settings: Access master controls for Autopilot, Rate Management, Competitors, Reporting, and Payroll.
  2. Help & Support: Access help center resources and documentation directly.
  3. Theme: Select workspace colors and apply visual themes across the platform.
  4. Language: Set your preferred display language for the platform interface.
  5. Sign out: Securely end your current user session.

 

ⓘ The Users menu option is available only for standalone customers. If you are a Cloudbeds PMS customer, your user access and permissions are managed directly within your Cloudbeds platform settings. 

 

Settings Tab Breakdown

Rate Management

  • General: This tab contains the master settings for AI Autopilot.
    • Smallest Acceptable Price Change: Set the minimum currency amount required for the system to trigger a rate update.
    • Autopilot Toggle: Enable this to allow the system to automatically push rate updates to your PMS/Channel Manager.
    • Exclude the Near Future: Define a specific window (e.g., the next 14 days) to keep on manual control while Autopilot manages dates further out.

  • Budgets: Input benchmarks for Room Revenue, Food & Beverage, and Rooms Sold. Budgets can be defined manually, imported via CSV, or calculated as a percentage of your total revenue. These targets are used across analytics to measure performance against your goals.
    Learn more: How to customize your Budgets.

 

  • Room Hierarchy: Define base rate limits and relative guardrails against the competitor median. Configure minimum/maximum rates and offsets per room type.

  • Rate Rules: A new section that allows you to set your baseline pricing strategy relative to your competitor median.
    • Base Adjustment (e.g., -10% vs. competitor median)
    • Day-of-the-Week Adjustments
    • Monthly Adjustments
    • Lead Time Adjustments (0–7 days, 8–14 days, etc.)
    • Aggressiveness level (Conservative, Moderate, Aggressive)

  • Rate Codes: Categorize rate codes (Public Dynamic, Contracted, Groups, etc.) and set Flexibility (refundable vs. non-refundable) to help Revenue Intelligence understand demand types and improve forecast precision.

Competitors

  • Competitor Ranking: Weight competitors as “Priced Higher,” “Priced Lower,” or “Priced Comparably.” You can also create Day Configurations to apply different competitor weightings on specific days of the week.

 

  • Room Groupings: Map your own room types and competitor room types into Standard, Premium, and Suite categories to enable “apples-to-apples” comparisons.

1) Press Configure Room Groupings to add grouping names

2) Configure your room types and click Save Changes

3) Drag and drop each room into the group it belongs to. This can be repeated for each competitor.

4) Click Save Changes to confirm

  • OTA Rooms: Map OTA room names to PMS equivalents to ensure accuracy in rate comparisons across systems.

Reporting

  • Reports: Personalize your daily workspace and data visualizations with global preferences:
    • Workspace Defaults: Select your preferred Default Landing Screen (e.g., Opportunities, Pickup Reports, or Hotel Analytics) so the platform opens exactly where you need it.
    • Pickup Report Comparison: Eliminate manual filtering by setting your default guest count, rate types, and your preferred "Compare To" period (e.g., Yesterday at 9 AM, 3 days ago, or 7 days ago).
    • Display & Analytics: Toggle report color-coding, set date formats, and configure specific displays for Hotel Analytics, such as showing Spa or Function revenue as separate totals.
    • Exclusions: Manage email preferences for Marketing Analytics or exclude specific rate codes from your performance data.

Payroll

  • Payroll Budgets: If payroll software is connected, configure payroll budgets to align staffing with demand.

  • Payroll Departments: Group payroll by department, cost center, or analysis group for more detailed reporting.

Why Settings Matter

📊 Accurate Pricing Algorithms: Settings like Room Hierarchy, Rate Rules, Rate Codes, and Competitor setup are essential for accurate forecasting and recommendations.

🤖 Automated Efficiency: Enabling Autopilot allows the system to act as your "cruise control," monitoring market demand 24/7 and reacting to "surge" opportunities instantly. Proper configuration of your Floor and Ceiling prices ensures the system always stays within your strategic boundaries while you are off the clock.

📈 Enhanced Data Accuracy: Proper mapping and categorization ensure accurate KPIs and reliable insights.

🎨 Tailored Experience: Visual settings like Color Ranges make Revenue Intelligence easier to interpret and adapt to your strategy.

🧠 Strategic Decision Making: Budgets, competitor management, and payroll configurations support smarter revenue and resource planning.

When to Configure

🚀 During Onboarding: Prioritize setting Budgets, Room Hierarchy, Rate Rules, and Competitors for accurate recommendations.

🛠️ Initial Competitor Setup: Submit and rank competitor sets to guide positioning.

🔁 Strategy Changes: Update settings when adjusting your pricing or business strategy.

📅 General Maintenance: Review configurations regularly to ensure alignment with evolving market conditions and business goals.

Do you want to learn more about how configuration impacts Revenue Intelligence? Visit the Settings section of the Help Center to explore all related articles and best practices.