Group Reports

Navigate to the Group Reports Section where you can report across multiple properties within an account

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Group Reports

Group Reports will be listed in this section include:

Opportunities Report List of all opportunities over a period of time Find out more
Opportunity Sources Report A breakdown of opportunities by source type. Find out more
Opportunity Industries Report A breakdown of opportunities by industry. Find out more
Lost Opportunities Report A summary of the lost opportunities per month. Find out more
Detailed Sales Activity Report Detailed listing report on the activities Find out more
Sales Activity Summary Report A summary of the sales activity by team member. Find out more
Sales Agent Performance by Month Report A summary of the sales performance by team member by month. Find out more
Sales Tracking Report All potential and existing bookings within a given period of time. Find out more
Sales Tracking Report (Beta) All potential and existing bookings within a given period of time. Find out more
Sales Pipeline Report The total revenue per month against budget and projected pick up. Find out more
Upcoming Bookings Report A summary of the upcoming bookings. Find out more
Upcoming Quotes Report A summary of the upcoming quotes. Find out more
Quote & Booking Forecast Report A financial summary of quotes and bookings. Find out more
Quote & Booking Forecast Report (Beta) A financial summary of quotes and bookings. Find out more
Monthly Actual Vs Budget Report The actual income vs the budgeted income for a given month. Find out more
Top Accounts Report The top accounts broken down by contact / company based on total revenue or no. of events. Find out more
Venue Cost Centre Comparison Report Cost Centre revenue report that compares periods of time with previous years. Find out more
Venue Revenue Comparison Report A booking revenue report that summarises by month and over multiple months. Find out more
Dashboard A consolidated sales activity report. Find out more
Event Conversion Report An event conversion report Find out more
Sales Activity Report All won & lost opportunities activity within a given period of time. to All won, lost, regretted & cancelled opportunities activity within a given period of time. Find out more
Venue Revenue by Cost Centre Report Venue revenue by cost centre within a given period of time. Find out more
7 Day Sales Chain Report This Report is adding a new 7 days sales chain report on the total revenue by day. Find out more
Daily Opportunity Change Log Report A log of the change in statuses for quotes and bookings over a set period. Find out more
Package Utilisation Report The utilisation of packages by bookings within a given period of time. Find out more
Menu and Beverage Package Utilisation Report The utilisation of menu and beverage packages within a given period of time. Find out more
Discount Report A summary of revenue by Discount Campaign and by booking for a given date range. Find out more
Pace Report A summarised analysis of New, Cancelled, Increase/Decrease in value and accommodation details of bookings per month, with comparisons to STLY and Budgets. Find out more
Accommodation Monthly Pace Report Accommodation revenue summary by month with comparisons to past years. Find out more
Production Report Goals to Sales person for Production Report. Find out more