Setting Up Your Pro Formas

Once Pro Formas have been activated in your account, it is time to get the basics out of your way and configure your settings!

Updated: September 13,  2024

1. Navigate to Pro Forma in the menu pane.
2. Select the orange Settings button on the right of the screen. 
3. Click through each section and fill out all relevant fields.  Some of these fields will automatically generate from the "Start Here" button.   
   1. Contact Information
      
      1. Add BD Rep Name, phone number, email and a headshot

1. 1. Risk Reversals
      1. Select the risk reversals listed that you support to advertise, we recommend selecting them in groups of three for the best visual
   2. Call to Action
      1. Only choose one call to action type you wish to utilize and enter the details. This will appear as a button to be pressed and directed to the action
         1. Phone - enter a phone number to prompt a phone call
         2. URL - enter a URL website for them to be prompted to complete a form with contact information
         3. Email - enter an email address to prompt an email to be sent from the lead
            1. We recommend either Phone or Email for best contact methods
   3. Unique Selling Proposition
      1. Select the Unique Selling Propositions (USPs) listed that you support to be advertised
         1. We recommend selecting them in groups of three for best visual
   4. Pro Forma Default Copy
      1. Make sure the landing page URL reads "/proforma" at the end of your main landing page URL
         1. Enter a Company Description - typically a couple sentences highlighting the company wholistically, similar to what can be found within a Google search
         2. Custom Disclaimer - disclaimer the numbers provided are not a guarantee but an estimate
         3. Personalized Note - thanking the lead for taking the time to review the pro forma and consider the company for property management.
   5. Estimated Monthly Distribution is the percentage of distribution of the annual gross booking revenue 
      1. In areas where the ROI is not distributed evenly month to month you can adjust these values to show a chart related to the average ROI distribution.
      2. If all months are equal then set each month to 8.33%. If all the months are equal the monthly chart will not display.
      3. These percentages are a general rule of thumb for the area as a whole, for each individual property address you will have the ability to add a low and high projection range for the year. That range entered will then take these monthly distribution percentages to generate the projection monthly. 
      4. The total of values across the 12 months should equal to 100. 
   6. Monthly Occupancy Rate is based on the percentage of guest occupants in the properties by month
      1. In areas where the Occupancy Rate is not distributed evenly month to month you can adjust these values to show a chart related to the monthly occupancy rate.
      2. If all the months are equal no chart will display.
      3. Each individual month can not exceed 100% but can be as low as 0%
   7. Seasonal Rate Adjustment is based on the average nightly rate of a property based on seasonality
      1. In areas where the Average Daily Rate is not distributed evenly month to month you can adjust these values to show a chart related to average daily rate.
      2. 100% will be used as your base average nightly rate to determine seasonal rate adjustments. The average nightly rate is a value entered per property at time of creating pro forma
      3. If the rate is the same nightly rate every month leave it at 100% per month.
      4. If it is less use a number less than 100% to decrease the average nightly rate.
      5. If it is more use a number more than 100% for the rate to increase by that factor.
      6. If all month's daily rates are equal the chart will not display