Using the Projections Summary Sheet in the Hospitality Workbook

This sheet contains summaries in the form of charts and comprises information related to the major key performance indicators outlined heretofore. 

 

This guide shows you how to use the Projections Summary sheet sheet in your Hospitality Workbook.

Pre-Requisites 

  1. Subscription Tier: 
    • Enterprise Only
      • Please get in touch with your Client Success Manager if you wish to upgrade your subscription to access the Valcre Hospitality template. 
  2. Downloaded Hospitality Template from Valcre Online
  3. Set up the Hospitality Valuation Workbook  & complete all previous sheets. 

Table of Contents

  1. Video
  2. How-to Guide

Video

How-to Guide

Step 1: Access the Projection Summary sheet by selecting PROJSUMMARY from the bottom menu. 

 

Step 2: Review the charts

The estimates have been filtered in at the table below; the data here has been aggregated from all of the previous sheets. 

  • ADR estimates for the subject and primary as well as the submarket.
  • Occupancy estimates for the subject and primary as well as the submarket.

  • RevPAR estimates for the subject and primary as well as the submarket.

  • Room Revenue estimates for the subject and primary as well as the submarket.


Step 3: In the two yellow fields inside the Submarket table, you can enter a forecast for the estimate for Year 1 and Year 2. This and the estimates input on previous sheets will allow you to see how your conclusions impact growth going forward. 

 

 

Step 4: Review how the property is performing in light of the primary set

 

Step 5: Review the Subject ADR, Occupancy RevPAR, Revenue, and Growth Estimates

 

Step 6: Review the overall factors for penetration 

 

Step 7: Describe the summary and call out anything that needs additional attention for the reader's understanding, such as explaining spikes or dips.

 

Once you have completed all necessary information in the Projections Summary sheet, you can move on to the Expense Comparable sheet in the Hospitality Workbook. 


For additional questions about using the Projections Summary sheet in the Hospitality Valuation Workbook, please get in touch with Valcre Support using the Online Chat using Valcre Online or Valcre Mobile.

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