Add On Revenue .ng

Add-On Revenue Report Overview

Parent Hub: 📈 Revenue & Analytics

Category: 📊 Performance Summaries

Target Roles: Directors of Finance & Revenue Managers, Front Office Managers, Ancillary Revenue Supervisors, Accounting Staff

Key Value: Maximize non-room ancillary revenue tracking, audit add-on package fulfillment, monitor purchase points (Booking Time vs. On Demand), and evaluate guest add-on upsell performance across property operations.

Executive Summary

The Add-On Revenue Report is a primary ancillary revenue audit and upsell performance analysis tool within the 📊 Performance Summaries section of the 📈 Revenue & Analytics hub. Designed to track non-room product sales—such as parking passes, bonus point packages, amenity purchases, and guest experience add-ons—it provides comprehensive visibility into ancillary revenue streams and fulfillment execution.

By organizing transaction data across two structured operational sections (Details and Summary), this report pairs guest profile and stay parameters (Confirmation Number, Guest Name, Arrival/Departure Dates, Room Number, Status) with itemized add-on purchase metrics (Add-On Name, Add On Code, Posting Type, Quantity, Unit Price, Amount, Fulfillment Date, Purchased At). This enables revenue managers and front desk supervisors to reconcile ancillary package postings, measure pre-arrival vs. on-demand guest purchases, and optimize non-room revenue streams.

Key Capabilities

• Dual-Section Ancillary Audit: Combines a granular, line-item guest fulfillment ledger (Details) with a property-level product sales summary (Summary).

• Purchase Point & Channel Tracking: Differentiates non-room revenue booked at reservation creation (Purchased At = Booking Time) from impulse purchases made during stay execution (Purchased At = On Demand).

• Posting Model Governance: Identifies recurring daily charge packages (DAILY) versus flat per-stay fee postings (ONETIME or Per Stay).

• Dual-Currency Tracking: Logs unit prices and total revenues in both local property base currency (Local Currency) and contracted booking currency (Booked Currency).

Report Views & Functional Breakdown (All 2 Sections)

The Add-On Revenue Report presents non-room ancillary sales data across two structured operational sections:

┌────────────────────────────────────────────────────────────────────────┐
│                        ADD-ON REVENUE REPORT                           │
├────────────────────────────────────────────────────────────────────────┤
│ 1. Details Section                                                     │
│    (Itemized Line-Item Guest Add-On Fulfillment Ledger)                │
├────────────────────────────────────────────────────────────────────────┤
│ 2. Summary Section                                                     │
│    (Property-Level Aggregated Product Sales & Quantity Totals)          │
└────────────────────────────────────────────────────────────────────────┘

1. Details

Itemizes all individual guest add-on purchases, package postings, fulfillment dates, and stay details.

• Primary Use: Verifying add-on service fulfillment, auditing daily parking or bonus point charges, tracking guest digital check-in/digital key usage, and investigating guest package billing inquiries.

• Key Metrics: Date, Property Code, Confirmation Number, Guest Name, First Name, Last Name, Loyalty Tier, Arrival Date, Departure Date, Room Number, Guests, Nights, Status, Digital Check In, Digital Key, Fulfillment Date, Add-On Name, Add On Code, Posting Type, Quantity, Unit Price - Local Currency, Amount - Local Currency, Purchased At, Unit Price - Booked Currency, Amount - Booked Currency, Booked Currency Code.

2. Summary

Aggregates total sold quantities and net monetary revenues per add-on product code across the property.

• Primary Use: Evaluating top-performing ancillary products, measuring overall non-room revenue yield, and providing summary total inputs for monthly general ledger accounting.

• Key Metrics: Property Code, Add-On Name, Add On Code, Quantity, Amount - Local Currency.

Data Dictionary (Dynamic View Columns Across Both Sections)

Customize your default view using the Configure (⚙️) icon on the report page. Below is the full data dictionary representing every column available across both sections of this report:

💡 Monetary & Pricing Treatment Note: Unit Price and Amount columns represent Gross Financial Values (Includes Taxes & Fees) unless configured as net revenue items. Amount - Local Currency is calculated as Amount = Quantity x Unit Price.

Customization & Platform Features

User & Property Preferences

• Personal Preference: Tailor your individual view by hiding or dragging columns. Your preferences save automatically for future sessions.

• Property Defaults: System Admins can configure standard default layouts across all property users to streamline operational reporting. To maximize audit efficiency, group the columns into the below logical blocks:

  • Section 1: Details

    • Room & Account Anchors (Cols 1–3): Room Number | Confirmation Number | Property Code

    • Guest Profile & Loyalty (Cols 4–7): Guest Name | First Name | Last Name | Loyalty Tier

    • Stay Window & Digital Experience Controls (Cols 8–15): Arrival Date | Arrival Time | Departure Date | Departure time | Nights | Guests | Status | Digital Check In | Digital Key

    • Add-On Product & Fulfillment Controls (Cols 16–21): Add-On Name | Add On Code | Posting Type | Fulfillment Date | Purchased At | Date

    • Ancillary Revenue & Multi-Currency Settlement (Cols 22–28): Quantity | Unit Price - Local Currency | Amount - Local Currency | Unit Price - Booked Currency | Amount - Booked Currency | Booked Currency Code | User / Staff

  • Section 2: Summary

    • Product Identification (Cols 1–3): Add-On Name | Add On Code | Property Code

    • Product Volume & Revenue Totals (Cols 4–5): Quantity | Amount - Local Currency

Report Toolbar & Quick Actions

Use the top-right toolbar icons on the report page to manage and export your data view:

Icon	Action / Feature	Description
	Knowledge Article	Opens the knowledge base article to learn how to interpret this report.
	Background Export	Allows users to download up to 365 days of data directly to their computer in CSV format.
	Saved Views	Saves your column filtering, sorting, and highlight preferences so you can easily reload your custom view later without reconfiguring the report.
	Bar Chart	Displays report data in a visual bar chart format.
	Filter	Opens filter controls to isolate specific data within a column based on your selected criteria.
	Highlight	Highlights column values in a designated color based on selected conditions.
	Export	Exports and downloads the report in various formats (Excel, PDF, CSV) for offline analysis or printing.
	Configure	Opens column selection controls to toggle visibility, reorder columns, or hide rows with all zeros.
	Additional Configuration	Provides advanced report configuration and display formatting options to customize data presentation.
	Group By	Summarize and group report data dynamically in real time.

Interactive Visualizations & Grouping Controls

• Group By & Pie Chart Visualization: The Add On Revenue report features an interactive pie chart to help analyze ancillary sales and upsell performance. Users can group detail entries on the fly by Confirmation Number or Charges code to evaluate upsell trends. By selecting Amount - Local Currency from the Select Base Column dropdown menu, the chart dynamically displays percentage share breakdowns accompanied by a color-coded legend.

• Bar Chart Visualizer: The Add On Revenue report features an interactive bar chart to help visualize daily ancillary sales performance over time. By selecting Amount - Local Currency from the Select Column (Y-Axis) dropdown menu, users can track daily revenue trends and evaluate upsell performance alongside the detailed transaction table.

Advanced Controls

• Exporting & General Ledger Auditing: Download in Excel or PDF format to support end-of-month non-room revenue accounting, vendor commission auditing, and departmental yield reviews.

• Filtering: Filter data by specific Add-On Name, Add On Code, Purchased At channel, or date ranges.

• Highlighting (Conditional Formatting): Apply custom rules to automatically highlight high-value ancillary purchases or on-demand upsell transactions.

🔗 Related Reports & Next Steps

Within 📊 Performance Summaries & 📈 Revenue & Analytics:

• Daily Revenue Summary – Review total daily room and non-room revenue performance across all property outlets.

• Market Segment Summary – Analyze how ancillary add-on purchases vary across corporate, leisure, and group market segments.

• Package Revenue Activity – Audit bundled room-and-add-on package revenue splits and component allocations.

Cross-Pillar Deep Dives:

• 💳 Payments & Transactions: To verify cash and credit card payment collections posted for ancillary purchases, review All Transactions or Payment Activity.

• 🧹 Rooms & Facilities: Cross-reference physical amenity fulfillment (e.g., extra bedding, parking permits) with Housekeeping Work Orders Overview.