Resolving Budget Reflection Issues in FLYR Hospitality Analytics and Dashboards
When working with budgets in FLYR Hospitality, you may encounter situations where your budget does not reflect correctly in Analytics, dashboards, or reports. This guide provides an overview of common issues, their resolutions, and best practices to ensure accurate budget handling.
Overview of Budget and Forecast Data Handling
Budgets in FLYR Hospitality are managed through the Planning tab and are expected to flow into Analytics, dashboards, and reports once locked. However, discrepancies can arise due to various factors, such as redistribution requirements, propagation delays, or mismatched filters.
Common Issues and Resolutions
1. Budget Not Matching Between Planning and Analytics
If your budget in Analytics does not match what you entered in the Planning tab, even though the budget is locked, it could be due to budget amounts being assigned to segments that were later deleted. To resolve this:
Redistribute the budget amounts to active segments from the monthly view.
Lock the budget again to ensure it flows through to Insights and Analytics.
2. Locked Budget Not Reflecting on Dashboards or Forecasts
After locking a budget in Planning, it may take some time to appear on dashboards or forecasts. This delay is normal and can take up to an hour. Ensure the budget is locked for the correct property and allow time for the update to propagate.
3. Locked Forecast Not Reflecting in Reports
If your locked forecast does not reflect in the report for a given month or property, check for redistribution requirements. An in-app alert will prompt you if redistribution is needed. Complete the redistribution and allow time for the report to update.
4. Publishing Budgets to Dashboards
To publish your entered budget so it appears on the dashboard:
Lock the budget in Planning.
Once locked, the budget will automatically populate to the dashboard. Note that this update may take some time to appear.
5. Delays in Budget Adjustments Appearing on Dashboards
Budget adjustments, such as copying Rolling to Locked, can take several hours to propagate to the dashboard. If you’ve applied the adjustment, wait for the data to flow through and then recheck the dashboard.
Advanced Scenarios
1. Seasonal Property Budget Discrepancies
For seasonal properties, discrepancies can occur if budget values are redistributed across closed dates. For example, Planning may show budget on every day in a month, while Insights only reflects budget starting on the property’s opening date. To resolve this:
Enter daily budget only on the open dates to match the property’s operational period.
Use a daily upload or copy/paste from a spreadsheet into Planning to quickly apply values only to open dates. This approach aligns Planning and Insights, removing the discrepancy.
2. Currency Mismatches in Reports
If comparisons versus Budget (BDGT) and Forecast (FCST) differ across reports, verify that both reports use the same currency. Ensure the currency filter is consistently applied to all relevant queries and visualizations. A mismatch, such as one report using USD and another using EUR, can cause differences in totals, especially when aggregating by month versus day.
Best Practices for Consistent Reporting
Lock Budgets in Planning: Always lock your budgets to ensure they flow through to Analytics and dashboards.
Allow Time for Updates: Be patient with propagation delays, which can range from an hour to several hours.
Check for Redistribution Requirements: Address any in-app alerts for redistribution to avoid discrepancies.
Align Budgets with Operational Dates: For seasonal properties, ensure budgets are entered only for open dates.
Use Consistent Filters: Apply consistent currency and other filters across all reports and visualizations.
By following these guidelines, you can minimize discrepancies and ensure accurate budget reflection across FLYR Hospitality Analytics and dashboards.