Skip to main content

Getting started with Evo Researcher and the RMS connector

How to use Evo Researcher with the revenue management connector, covering pricing, competitive rates, forward performance, demand events, and multi-property management.

Written by Fernando Fallabrino

When you want to further analyse your overall commercial picture, understand what the system is doing, make bulk updates, or steer it in a particular direction: that is where Evo Researcher comes in, beyond the day-to-day elements your revenue management system (RMS) is already optimising, automating, and processing.

With the revenue management connector enabled, Evo gives you a conversational window into the system across five capability areas: pricing and recommendations, competitive rate intelligence, forward performance and budget, demand events and forecast signals, and multi-property management. Ask what is happening on a specific date, check how your rates sit against the competitive set, log a demand event and share it across your group, or set a strategic guardrail, all without opening a single screen.

As with other connectors available across Access products, you can also bring your own documents, reports, and data into the same conversation. Drop in a raw export, a budget spreadsheet, or a set of meeting notes and ask Evo to work with them alongside your live data, in your format, for your audience, without reformatting anything first.


Before you start

You need an active Evo Researcher subscription with the revenue management connector enabled. The connector covers five modules: Pricing Management, Rate Shopper, Status Screen, Events Calendar, and Budget. Access to each depends on your hotel's module permissions. Evo will only surface data and actions available to your property.


Analysis and insight

Your RMS holds a significant amount of intelligence about your property: pricing recommendations, competitive position, forward occupancy, budget performance, and demand signals. Evo surfaces all of it through conversation, without you needing to navigate screens or pull reports.

You can also bring your own context into the conversation. Upload your own market research, event calendars, strategy documents, or historical data and ask Evo to cross-reference them against your live data. If your team works to a specific report format or stakeholder template, upload it and ask Evo to produce the output in that structure. Evo adapts to how you work.

Try asking:

  • "Show me the pricing grid for the next two weeks, by segment."

  • "What does forward occupancy look like for the next three months?"

  • "How are we tracking against RevPAR budget for the year?"

  • "What demand events are logged for Q4, and are there any high-occupancy dates with no event recorded?"

  • "I've uploaded our revenue meeting notes; pull out the agreed actions and the dates they relate to."


Action through the connector

The RMS makes most decisions automatically. The connector is there for the moments when you want to shape the space it works within, respond to something it cannot know about, or manage the data that informs its forecast. Every action is confirmed by Evo before it is applied.

Pricing and strategic guardrails

View the live pricing grid, check what the system is recommending versus what is actually set, and apply overrides or guardrails when you want to steer it. A guardrail sets a minimum and maximum price within which the system continues to optimise freely: you define the boundaries, it does the rest. You can also apply a bulk price update across multiple segments and date ranges in a single instruction rather than updating cells one at a time.

Try asking:

  • "What min and max price is currently set tonight for Hotel A?"

  • "Override the Standard room BAR price to 195 on 15 September."

  • "Apply a bulk price update across all segments for 20 to 22 September."

  • "Remove the price override for tomorrow for Hotel B, as conditions have normalised."

Competitive rate intelligence

See how your rates sit against the competitive set, day by day across a 61-day window, or drilled into a specific date for a competitor-by-competitor breakdown. Use this alongside your own market research to understand your position in context, not just in isolation.

Try asking:

  • "Show me the rate shopper calendar for Hotel X, our rate versus the competitor median."

  • "Give me a competitor-by-competitor breakdown for 15 September at Hotel Y."

  • "What rooms and price channels are included in our rate comparisons?"

Forward performance and budget

Get the on-the-books performance dashboard for the coming months, check budget versus actual for any year or month, and drill into daily budget data when you need it. Upload your own budget templates or completed spreadsheets and ask Evo to update budget values directly, with no reformatting required.

Try asking:

  • "What does forward occupancy look like for the next three months at Hotel A?"

  • "How is Hotel X tracking against its RevPAR budget this year?"

  • "Give me the daily budget breakdown for August at Hotel Z."

  • "Here is our completed budget spreadsheet; upload it for Hotel Y."

Demand events and forecast signals

The forecast is only as good as the demand signals it has to work with. Use Evo to view what is already logged, create new events when you learn about something the system cannot know about, such as a conference, a local festival, or a recurring pattern, and share them across your property group in a single step. You can also review external events of interest surfaced by the system and assign impact or dismiss them in bulk.

Try asking:

  • "What demand events are logged for all my hotels in city X in Q4?"

  • "Create a demand event called 'City Marathon' on 12 October with high impact."

  • "Update the 'City Marathon' event and change the impact to medium."

  • "Assign high impact to the music festival event of interest."

  • "Ignore the 'Regional Sports Day' event, it does not affect us."

  • "Delete the 'Trade Fair' event from Hotel A."

  • "Import events from the CSV file I've uploaded."

Multi-property management

List hotels in your business group, transfer demand events across properties in one step, manage events-of-interest country subscriptions per property, and upload or download budget templates across your portfolio, all through conversation.

Try asking:

  • "Which hotels have high impact events for the same dates?"

  • "Transfer the 'City Marathon' event to all hotels in our group."

  • "Download the budget import template for occupancy."


How to get the most from it

Use it to understand before you act. The system is making decisions continuously. Before applying an override or guardrail, ask Evo to show you the current pricing grid, the competitive position, and any demand events logged for the dates in question. One question gives you the full picture.

Keep the demand calendar current. The system can only factor in what it knows about. When you learn about a local event, a conference, or a pattern that is not yet logged, create it in Evo and transfer it to your group properties in the same conversation. The forecast updates from there.

Use guardrails rather than overrides where possible. Setting a minimum and maximum price lets the system continue to optimise within a range you are comfortable with, rather than locking a price that may become stale. Remove the guardrail when conditions normalise.

Drop data in as it is. Budget spreadsheets, performance reports, meeting notes: give them to Evo in whatever format they are in and ask it to work with them. You do not need to clean or reformat anything first.

Work in your own formats. If your team produces a specific weekly report or uses a template your stakeholders expect, upload it and ask Evo to produce the output in that shape. Evo works to your standards, not its own.

Verify after every write action. Ask Evo to confirm the updated pricing grid, guardrail status, or demand calendar after any change. Evo always confirms what it is about to do before acting.

📌 Note: All write actions are confirmed by Evo before they are applied. Your RMS continues to run automatically within any guardrails or overrides you set.


Connector capabilities

Capability

Notes

Pricing Management

View live pricing grid

Recommended versus actual prices by segment and date range.

Check optimisation status

Whether an optimisation or workflow is currently running.

View and manage segment visibility

Show or hide segments in the pricing grid.

Reorder rooms and segments

Adjust display order in the pricing grid.

Apply a price override

One or more cells, by segment, room type, and date.

Apply a bulk price update

Across multiple segments and date ranges in one instruction.

Set or remove price guardrails

Min and max bounds within which the system optimises freely.

Recalculate recommendations

After a base-price or supplement change.

Check channel-manager integration status

Live integration health for the hotel.

Rate Shopper

View 61-day rate comparison grid

Your rates against the full competitive set.

View rate shopper calendar

Your rate versus the competitor median, day by day.

Drill into a specific date

Competitor-by-competitor breakdown for any date.

View rate comparison filters

Rooms and price channels included in comparisons.

Status Screen

On-the-books performance dashboard

Forward occupancy and revenue for the coming months.

Events Calendar

View demand events

By hotel, date range, or year.

Create demand events

Single or recurring, with impact level.

Update or delete demand events

Including linked child events for recurring patterns.

Transfer events across properties

To any hotel in the same business group.

Import events from CSV

Upload a completed events template.

Export events

Download events for a date range.

View and manage events of interest

Assign impact or ignore, individually or in bulk.

View public holidays

By hotel and year.

Manage country subscriptions

Events-of-interest configuration per property.

List business group hotels

All properties in the same group.

Budget

View yearly budget versus actual

Totals and configuration for any year.

View daily budget data

By month and metric type.

Check budget fulfilment

Partial versus total fulfilment percentages.

Save yearly or monthly budget values

By metric type: occupancy, RevPAR, or media.

Upload a completed budget spreadsheet

Direct upload via Evo.

Download the budget import template

For any metric type.

Bookings per Night

View reservations for a stay period

Returns all bookings occupying at least one night in the requested range, up to 92 days.

Filter by booking status

Created, Confirmed, Provisional, Checked, Cancelled, No-Show, or all statuses.

Filter by agency

By agency code or agency name.

Filter by rate plan

By rate plan identifier.

Filter by room type

By PMS room code.

Look up bookings as of a past cut-off date

Exclude bookings created after a specific date, useful for reconciliation.

Daily Detail

View day-by-day rooms on the books

Total, transient and group rooms; same time last year and last year actuals with variance.

Check pickup and cancellations

Rooms picked up or cancelled/no-showed over the last 1, 3, 7 and 30 days.

View ADR, revenue and occupancy

Per stay date, including final occupancy last year and the RMS occupancy forecast.

Compare loaded rate vs RMS recommendation

Shows the current loaded rate, the recommended rate, and the difference between them.

View compset rates

Each competitor's rate and the compset average for the same stay dates.

Check rooms left to sell and out-of-order rooms

Per stay date, alongside season and season min/max rates.

Reproduce the report as of an earlier date

Pass a historical reference date to see on-the-books and pickup figures as they stood then.

Include or exclude taxes and commission

Toggle either to match the report screen's own settings.

Forecasting

View the forecasting summary for a date range

One entry per day, covering up to 366 days.

View the forecasting summary for a whole month

Aggregated totals and averages for the calendar month.

View the forecasting summary for a whole year

Aggregated totals and averages for the calendar year.

Compare on-the-books, budget and forecast

All three figures returned together per period.

View past and future periods as one series

Past days use actual revenue taken; future days use the forecast.

Include or exclude taxes

Toggle to get gross or net-of-tax amounts.

Forecast Occupancy

View rooms on the books for a date or period

Daily room counts for transient, group and total segments.

View the rooms forecast

Expected rooms per stay date; past dates show actuals equal to rooms on the books.

Compare forecast with last year

Rooms on the books at the same time last year and last year's final room count.

Compare forecast with budget

Budgeted rooms shown alongside the forecast for each date.

Identify soft or strong upcoming dates

Spot which dates are forecast high or low across a period.

Check for events on specific dates

Each date flags whether the hotel has a configured event.

Rate Shopper

View competitor rates for a stay period

Latest shopped rates per competitor per date, up to 390 days ahead.

View compset median, minimum and maximum rates

Aggregated across the full competitive set for each stay date.

Check the hotel's ranking within its compset

Position 1 is the cheapest in the set; covers the hotel and all competitors.

Track a single competitor over time

Narrow results to one competitor while keeping compset aggregates intact.

Filter by room type

Compare rates for a specific mapped room; defaults to the cheapest available room.

Filter by price channel

Choose the OTA the rates are read from; defaults to Booking.com.

Reputation

View OTA guest review scores by category

Scores for each review category (e.g. cleanliness, location) on the OTA's own scale.

Compare scores with the competitive set

Hotel and competitors ranked by score for each category.

Check score trends versus last year

Shows whether each score went up, down or stayed flat compared with the same period last year.

View scores for different time periods

Today, this week, this month, last month, or year to date.

Identify categories where the hotel leads or trails

Ranked list per category makes it easy to spot strengths and gaps.

Did this answer your question?