PS: How to Manually Input Attrition, Cancellations, and Adjustments

The Hook: Use this workflow to manually record revenue from attrition, cancellations, and adjustments that are not automatically imported from your sales system, ensuring they populate correctly on the Salesperson Productivity Report.

Prerequisites: 

• The Input Attrition/Cxl/Adjustments screen must be activated by the ProfitSword Team to appear under the ProfitPace Admin Menu. 
• Access to the ProfitPace Admin Menu at the Site Level.

The Steps:

1. Navigate to the Input Attrition/Cxl/Adjustments screen under the ProfitPace Admin Menu.
2. Locate the appropriate Salesperson (listed by Name and ID Number) on the left side of the display.
3. Enter the Group Rooms Revenue amount and corresponding Comments.
4. Enter amounts and comments for Banquet Revenue and Catering Revenue.
   • Note: Depending on your organization's ProfitPace setup, Banquet and Catering may appear as separate items or combined.
5. Save your entries to update the system.

The Result Validation: 

• Success: The entered revenue displays on the Salesperson Productivity Report in the row corresponding to the salesperson, specifically under the Attrition/Cxl Collected column. 
• Success: When clicking the blue hyperlink for the amount on the report, the Comment entered in the manual screen appears under the Booking Name column.

Troubleshooting: 

• Note: ProfitPace imports attrition and cancellation deposits from Delphi ONLY. For all other sales systems, you must use this manual input screen to track these figures. 
• Note: If you do not see this screen in your menu, contact the ProfitSword Team to request activation.