Platform/Budget
Hotel revenue budget planning

Make the annual Budget
the number your hotel actually manages against.

Build a versioned hotel revenue plan for room nights, ADR and revenue, then compare it with actuals and forecast in the same platform.

Budget is included in BI Core. It does not replace hotel accounting or a full P&L planning tool: it keeps the approved revenue plan connected to the commercial decisions your team makes throughout the year.

app.peaqplus.com/budget/edit/2027/v2
BUDGET 2027 · v2 draft · simulated example
Monthly · room-nights
Draft · not the active reference yet
LY actual
9,640 RN
YTD actual
5,420 RN
Plan v2 total
9,860 RN
620
640
720
760
820
920
1080
1100
980
860
720
640
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan–Jun locked · reason: mid-year revision · past months protected on v2+
One plan · three responsibilities

Useful to the person building it — and the people accountable for it.

The same approved revenue plan answers a different management question for the RM, the GM or owner, and Sales & Marketing.

RM
Revise without losing the baseline

Start from prior plans or actuals, change the open months and keep every committed version with its reason.

Build + version
GM
See what is drifting from plan

Read Budget, forecast and actuals together before deciding where the commercial team needs to intervene.

Control + accountability
S&M
Work from the same target

Plan campaign and group-sales actions against the same dated revenue targets used in the revenue meeting.

Shared commercial plan
01
A plan your team can still use after budget season

Keep the approved target beside the daily numbers.

A revenue budget loses value when it is approved in one spreadsheet, copied into reports and discussed from a third set of numbers. Peaqplus keeps one active, committed plan beside the hotel’s actuals, forecast and revenue workflow.

Draft revisions stay outside connected views until they are committed. Once approved, the active version becomes the reference used in the relevant Plan-vs-Actual views and connected workflows.

What the shared plan changes
  • One approved revenue baseline for room nights, ADR and revenue
  • Actual, forecast and Budget visible in the same commercial context
  • Draft changes kept separate until the team commits them
  • A recorded reason from the second version onward
  • Plan gaps available to Insights, reports and Revenue Meeting
  • Optional Sales, Ping and Pulse AI workflows use the same active version
ONE APPROVED REVENUE PLAN
BUDGET · ACTIVE VERSION
The committed plan
the active reference for connected views
01
Forecast
02
Insights · reports
03
Revenue Meeting
04
Sales · when active
05
Pulse AI · when active
06
Ping · when active
Plan committed → connected views use the active version
02
Plan at the level the decision needs

Daily where timing matters. Monthly where the shape matters.

Choose the planning detail separately for each revenue type. Rooms can follow a daily weekday pattern, F&B can stay monthly, and channel or business mix can be planned by segment.

The editor follows that choice, so an independent city hotel and a group-heavy MICE property do not have to force their revenue plan into the same grid.

Five planning modes
  • Daily — weekday-aware room-revenue planning
  • Monthly — seasonal shape for F&B or other revenue
  • Segment — OTA, direct, corporate or group mix by month
  • Combined — segment by day for MICE and group-heavy hotels
  • None — leave a revenue type outside the plan when it is not relevant
FOUR GRANULARITIES · PER REVENUE-TYPE
Daily
31-row grid per month
granularity: daily
Room-rate revenue
Monthly
12-row pattern
granularity: monthly
F&B revenue · "Other"
Segment
segments × 12 months
granularity: segment
Channel-mix planning
Combined
segments × days × months
granularity: combined
MICE · group-heavy
+ a fifth choice: no — the property doesn't carry a plan on this revenue-type
03
Four starting points

Start with evidence, not an empty spreadsheet.

Create a plan from a blank grid, last year’s approved Budget, last year’s actuals or the active version of the current year. The selected source pre-fills the new draft; your team still reviews and approves the result.

From v2 onward, a reason is required. That turns the version history into an understandable record of mid-year revisions, market shifts, event changes and strategy decisions.

Choose the right baseline
  • Blank — build a new structure from zero
  • Last year’s plan — carry forward the previous approved structure
  • Last year’s actuals — begin from realised room nights and revenue
  • Current-year active version — revise the open months without reopening the past
modal · budget/new-version · step 1 / 3
NEW VERSION · STEP 1 / 3
Where should the new draft start from?
Blank
Empty grid · clean start
Last year's plan
Copy the previous committed budget
default
Last year's actuals
Copy the realised nights / revenue
Current mid-year
Copy the active version of the running year
locks past months
Next: change reason (required on v2+)Next →
04
Version control for the commercial plan

Change the target without rewriting its history.

A Draft is editable and is not used as the active plan. Committing makes the version the shared reference. When a newer version replaces it, the previous committed plan remains in the version history instead of being overwritten.

Closed periods stay read-only in a current-year revision. The team can update what is still ahead while preserving what the plan said before the result was known.

What each status means
  • Draft — editable and not yet used by connected views
  • Committed — the active approved plan
  • Locked — the closed year is read-only
  • Superseded — replaced but still available in history
  • Archived — an abandoned version kept outside the active workflow
FIVE STATUSES · ONE CLEAR PATH
Draft
editable · not active
Committed
active reference
Locked
Jan 1 · year-end
Superseded · the history stays
Superseded (draft)
A newer version replaced a draft
Superseded (committed)
A newer version replaced a committed plan
Archivedmanual · last resort
Manual abandon · only allowed when no other version exists for that year and property
Connected views use the committed or locked version
05
Context before approval

See what changed before you commit the revision.

The planning screen keeps last year’s actuals, current YTD, expected year-end, the draft total, year-on-year change, monthly pacing and version history around the editor.

For an in-year revision, closed months are read-only. You can see the evidence behind the new target without changing the part of the year that already happened.

The review context
  • Last-year quarter and full-year actuals
  • Current-year YTD actuals
  • Expected year-end from YTD plus the committed forecast
  • Quarter and full-year totals for the current draft
  • Absolute and percentage change from last year
  • Monthly pacing across actual, active plan and current draft
  • Version, reason and commit history
  • Read-only closed months on in-year revisions
app.peaqplus.com/budget/edit/2026/v2 · context strip
PLANNING CONTEXT · ABOVE THE GRID
Seven tiles + version history.
LY full year
9,640 RN
actual
YTD actual
5,420 RN
Jan – Jul
Expected EOY
9,820 RN
YTD + committed fcst
Plan v2 FY
9,860 RN
this draft
YoY ±
+2.3%
plan vs LY actual
Q3 plan
2,860 RN
Jul–Sep
Q4 plan
2,220 RN
Oct–Dec
Pacing
LY · plan · draft
Version history
v1LockedNov 4
v2DraftMid-year revisionJul 12
Past-month lock on v2+ of the running year · the platform silently rejects past-month edits
06 · One active plan across the commercial workflow

Commit once. Use the same reference where the decision happens.

Core Plan-vs-Actual views use the approved Budget. Optional modules can add group-pricing context, alerts and natural-language analysis without creating a second plan.

01
Forecasting

Compare the committed forecast with the approved Budget. If Pulse AI is active, Smart Forecast Enhanced can also use the Budget as context.

platform-forecasting.html
02
Insights and reports

Read room nights, ADR and revenue against the active plan without rebuilding the variance in a separate spreadsheet.

platform-insights.html
03
Revenue Meeting

Open the meeting with the plan gap already visible, then turn the agreed response into a decision, owner and deadline.

platform-revenue-meeting.html
04
Sales · Smart Pricing

When the Sales module is active, group-rate guidance can use the Budget for the requested dates alongside OTB, pace and the occupancy band.

platform-sales.html
05
Pulse AI

When Pulse AI is active, ask how the hotel is pacing against the plan and follow the answer back to the underlying Peaqplus data.

platform-ai.html
06
Ping

When Ping is active, notify the right people when occupancy or revenue crosses a configured threshold against the committed Budget.

platform-alerts.html
07 · An illustrative year in the plan

Five moments. One traceable revenue plan.

This simulated workflow shows how an annual Budget can stay useful through revisions, weekly meetings and optional AI questions. It is an example, not a promised result.

01
November · v1

The revenue manager starts next year's plan from last year's approved Budget, adjusts the segments and commits the version the team agreed.

Annual planning cycle
02
July · v2

The first half finishes ahead of plan. The team creates a mid-year revision, protects the closed months and records why the remaining targets changed.

Mid-year revision
03
September · v3

A channel-mix decision changes the expected OTA and direct shares. The new version keeps the reason and replaces the previous plan without erasing it.

Strategy change
04
Revenue Meeting · weekly

The team reviews the current plan gap, agrees the commercial response and assigns the next action against the active Budget version.

Plan-vs-Actual decision
05
Pulse AI · when active

A manager asks how the quarter is pacing against plan. Pulse answers from the same Budget and links the explanation back to the source data.

Requires Pulse AI
Pricing

Budget is included in BI Core from €109/month per property.

Every Peaqplus plan includes the revenue Budget workflow, version history and connected Plan-vs-Actual views. BI Core setup is a one-time €135 and includes 2 hours of team training. Most hotels are live in 7–14 days, depending on PMS integration speed. Pulse AI, Ping and Sales Pipeline are separate modules unless included in the selected bundle.

Compare plans and optional modules →
Hotel revenue budget planning FAQ

Know what the module plans — and what stays elsewhere.

The difference between Budget and forecast, the scope of the revenue plan, versioning and what BI Core includes.

01
What is hotel revenue budget planning software?

Hotel revenue budget planning software helps a hotel build an approved annual plan for room nights, ADR and revenue, then compare the plan with actuals and forecast during the year. Peaqplus keeps the active Budget, its earlier versions and the related Plan-vs-Actual views in the same commercial platform.

02
What is the difference between a hotel Budget and a forecast?

The Budget is the approved revenue target the hotel commits to. The forecast is the team’s latest expectation based on current bookings, pickup and known context; actual is the result that happened. Peaqplus keeps the three separate so a revised expectation does not silently rewrite the agreed plan.

03
Does Peaqplus Budget replace hotel accounting or full P&L planning?

No. Peaqplus Budget is a commercial revenue plan for room nights, ADR and revenue, with daily, monthly, segment or combined detail. Expense budgets, payroll, cash flow, the general ledger and full departmental P&L planning stay in the hotel’s accounting or financial-planning system.

04
Is Budget included in every Peaqplus plan, and does it require Pulse AI?

Budget is included in BI Core on every Peaqplus plan, from €109/month per property. The workflow, versions and connected Plan-vs-Actual views work without AI. BI Core has a one-time €135 setup fee including 2 hours of team training. Pulse AI is optional and is required only for natural-language Budget analysis or AI-assisted capabilities.

Signal → Decision → Action → Outcome

Bring the spreadsheet your team calls the Budget.

In a 45–60 minute walkthrough, we map its room-night, ADR, revenue and segment structure to a simulated hotel, create a revision and follow the approved plan into a Plan-vs-Actual view.

The demo is free and does not require PMS access. We reply within 1 business day.

Not ready for a demo? Start smaller —5-min revenue check →ROI in 4 numbers →