Master Your Budget & Forecast with Lighthouse BI

That’s why Lighthouse’s new Forecast and Budget module (just launched!) is a full-on efficiency upgrade designed with real feedback from real users.

Here’s what you need to know.

Built for speed and simplicity, still just as powerful 

Lighthouse’s latest module lets you move at your own pace, whether you're building your budget from scratch or refining weekly forecasts. Users now have a dedicated space within Business Intelligence (BI) to manage forecasts and budgets in a way that matches how real revenue teams operate.

You can switch between daily and monthly granularities, collapse or expand market segments, hide metrics that aren’t relevant, and freeze key data fields for scrolling ease,  just like you would in a spreadsheet, but inside a robust BI platform.

Control, customize, and compare

Say goodbye to rigid templates. The module allows you to:

• Edit segmentation directly: Remove irrelevant market segments like "Contract" if they don’t apply to a specific property.

• Create and save views tailored to what you actually care about.

• Pin key metrics for smoother scrolling and side-by-side comparison.

• Bulk update easier: Apply logic like increasing room nights by 10% over last year’s actuals, or use last year's day-of-week pattern to distribute values across your budget automatically.

Want to customize further in an external spreadsheet? No problem. Download, edit, and re-upload templates with control over how data is distributed.

Coming soon: Forecast versioning, visualizations, and more

We’re not stopping here. Future updates will include:

• Versioning: Save and compare forecasts and budgets over time.

• Custom visualizations: Tailored to show trends, variances, and evolution at a glance.

• Market segment uploads: So you can break down budgets faster, with more granularity.

If that sounds like a game-changer, it is. Forecast evolution is coming, and it’s a first for BI!

Integration-ready and built for collaboration

The tool works with leading finance platforms like Actable ProfitSword, with M3 and Fairmas integrations on the roadmap. For teams, only editors and admins can save for now, but versioning will open access to viewers too, so everyone can contribute without risk.

Key takeaways

• Speed: From bulk edits to Excel uploads, this module is built for rapid iteration.

• Flexibility: Customize your view, your segments, and your process.

• Precision: Retain historical forecasts and build better budget narratives.

Scalability: Works for single properties or multi-property portfolios.

Your next step

If you’re already using Lighthouse BI, dive into the new module today. Haven’t tried it yet? Let’s fix that. It’s time to ditch clunky spreadsheets and gain a platform that helps you act faster and smarter.