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What you'll need

  • Microsoft 365 subscription with Copilot enabled
  • Excel desktop app (2302 or later) or Excel for the web
  • Typical transient forecast data for your property (average occupancy %, ADR by day of week or season)
  • Understanding of your hotel's basic cost structure (commission rates, F&B capture per attendee)

Use Excel Copilot to Build a Reusable Group Displacement Model

Step 1: Set Up Your Input Section

Create a new Excel workbook. In rows 1–15, set up a labeled input section where you'll enter group quote details each time you use the template:

RowLabelValue
2Group Name[enter each time]
3Arrival Date[enter each time]
4Departure Date[enter each time]
5Number of Rooms[enter each time]
6Number of Nights[enter each time]
7Group Room Rate (ADR)[enter each time]
8Transient Forecast ADR[enter each time]
9Transient Forecast Occupancy %[enter each time]
10Hotel Total Rooms[your hotel's constant]
11F&B Revenue Per Attendee[enter each time]
12Attendees per Room[enter each time]
13OTA Commission Rate[your hotel's constant]
14Direct Booking Premium[your hotel's constant]

Format as an Excel Table (Ctrl+T).

Tools:Microsoft ExcelMicrosoft Copilot