You can upload your financial planning data in Mews Business Intelligence to compare planned performance with actual results. You use budget, forecast, and historical data to track targets, update projections, and analyze past performance across your property or portfolio.

 

In Mews Business Intelligence, the following terms are defined as:

• Budget: Planned yearly targets

• Forecast: Updated projections
• Historical data: Past performance

 

For example, you can use forecast data to compare expected revenue with actual revenue during the same period.

 

 

In this article, you learn how to:

• How to upload your budget, forecast, and historical data to Mews Business Intelligence
  • Step 1: Access Budget, Forecast, and Historical data
  • Step 2: Download the Excel template
  • Step 3: Complete the Excel template
  • Step 4: Upload your data
  • Step 5: Manage your uploaded data
  • Troubleshooting upload issues

 

How to upload your budget, forecast, and historical data to Mews Business Intelligence

Step 1: Access Budget, Forecast, and Historical data

1. In Mews Operations, go to the main menu > Business Intelligence > Budget, forecast and history.

2. Select Manage on Budget, Forecast, or Historical data.

• Each section shows a list of available years
• Budget and Forecast display five years (previous, current, and future), and you can upload historical data from the previous 5 years.

 

You can now manage your financial planning data.

 

Note: You only see this section if you have the required permissions.

 

 

Step 2: Download the Excel template

1. Open the list page for your selected data type, for example, Budget
2. Find the relevant year.
3. Click download template.

4. Select to download one of the following options:

• Segment template
• Space category template

• Use the segment template to break data down by business segment
• Use the space category template to break data down by space category

You can now prepare your data using the correct format.

 

Step 3: Complete the Excel template

Open the downloaded file and complete the Monthly sheet.

 

• Enter values for each month
• Add data per segment or space category
• Review calculated fields such as ADR, occupancy, and RevPAR

For example, room revenue calculates as ADR multiplied by room nights.

 

Note: If you leave required fields empty or change the structure, the upload fails.

 

Step 4: Upload your data

1. On the list page, find the relevant year.
2. Click Upload.

3. Select your completed Excel file.
4. Confirm the upload.

• The system validates the file
• The status updates to Uploaded after a successful upload
• Errors appear if the required data is missing or incorrect

 

Note: You must complete the template correctly before uploading, or the system returns an error.

 

You can now upload your financial data to Mews Business Intelligence.

 

Step 5: Manage your uploaded data

After uploading, you can manage your data from the same list page. Once you upload and activate your data:

 

• Mews Business Intelligence processes the data
• Data becomes available in dedicated dashboards

 

Note: Data appears in dashboards within approximately two hours after upload.

 

You can now compare planned and actual performance.

 

After upload, your data appears in:

• Budget Detailed Performance
• Budget Forecast Overview
• Multiproperty with Budget

 

These dashboards help you analyze financial performance across time periods and properties.

 

Overwrite a file

1. Click for the year.
2. Click Overwrite.

3. Upload the updated file.

 

Note: The system replaces the existing file only if the upload completes successfully.

 

You can now update your data for that year.

 

Delete a file

1. Click for the year.
2. Click Delete.
3. Confirm the action.

The status resets to Not uploaded, and the data disappears from dashboards.

 

You can now remove data from Mews Business Intelligence.

 

Download a file

1. Click for the year.
2. Click Download.

You can now access the latest uploaded file.

 

Activate or deactivate a year

1. Locate the relevant year in the list.
2. Click the Active slider-switch to activate or deactivate a year:

• Active = data appears in dashboards
• Inactive = data does not appear in dashboards

 

Note: You can only activate a year after uploading a file.

 

You can now control which data appears in your dashboards.

 

Troubleshooting upload issues

Your upload may fail if:

• Required sheets or columns are missing
• Numeric fields contain text
• The template structure has changed
• Values are incomplete

 

Note: The system shows an error message explaining what needs to be fixed.