Hotel Finance Tools: KPI Reference and Monthly Review

Who it's for

Owners and GMs of independent or select-service properties who need a monthly view of occupancy, ADR, RevPAR and GOP without building it from scratch.
Controllers and finance staff who want one set of KPI definitions for the monthly review and the owner report.
Teams starting a first budget who want a 12-month plan instead of last year plus a percentage.

Free: Hotel Finance KPI Reference

Nine core KPIs on one printable page: occupancy, ADR, RevPAR, cost per occupied room, TRevPAR, GOP and GOP margin, GOPPAR, flow-through and labor cost %. Each has its formula, what it tells you and the common mistakes, with a worked example using fictional figures.

In development

A department flow-through and forecast tool and a resort annual budget model are in development.

What this is and isn't

What this is: Excel and Word templates for hotel and resort finance teams, built on USALI-style definitions so the monthly review, the owner report and the budget use the same formulas.

Not a USALI publication and not a substitute for the USALI manual.
Not accounting software or a property management system.
Not tax or legal advice; it doesn't produce tax filings or guarantee any accounting or tax result.
Not affiliated with or endorsed by CMAA, HFTP or AHLA. USFRC and USALI are referenced for layout only.

Questions? Email [email protected]. Running a private club? See the Club Budget Model.