The Revenue Summary is a powerful feature allowing you to track and analyze guest spending behaviors. This functionality is dependent on a PMS (Property Management System) integration that transmits folio data. Below, you’ll find a detailed explanation of the basics and how to leverage this feature effectively.

Prerequisites for Revenue Summary

PMS Integration Required

 To display total guest revenue (room, F&B, incidentals, etc.), a PMS integration that sends folio data is necessary.

Contact your CSM or Account Manager for assistance with adding this integration.

Data Mapping in the Data Dictionary

 Once integrated, transaction codes from the PMS must be mapped in the Data Dictionary to categorize spending accurately.

How Revenue Summary Works

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  • If the CRM receives a copy of each guest folio at check-out, the data is automatically summarized in the Total Purchased tile, on the contact information page.
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  • Click the plus (+) icon to view a detailed breakdown of spending

Using Revenue Summary for Segmentation

Revenue data can be utilized for segmentation, allowing you to target audiences based on their total spend.

For example, create campaigns for guests who have a total room revenue over $5,000:

This granular segmentation enables precise targeting and customized marketing campaigns, increasing guest engagement and ROI.