Use the 'Group Reporting' section to access data across multiple properties and learn about your filtering and column options within the Opportunities Report
Navigate to Venues > Groups Report (Tab)
The opportunities report will show you all of the opportunities over a period of time.
You are able to apply the following filters and show/hide each column to find the data set required
Filters
Opportunity Created After |
Opportunity Created Before |
Event Started After |
Event Started Before |
Sales Person |
Company Country |
Company State |
Company Postal Code |
Opportunity Source |
Opportunity Stage |
Opportunity Industry |
Opportunity Type |
Primary Account Manager |
Quality |
Channel |
|
Set Columns
Note: The * shows that you can add in your additional custom fields and cost centres.
Created Date |
Created Date Day |
Opportunity Name |
Opportunity Type |
Company |
Contact |
Contact Email |
Description |
Value |
Value Ex GST |
Company State |
Company Postal Code |
Industry Name |
Company Country |
Contact Phone |
Sales Person |
Coordinator |
Original Venue |
Stage |
Stage Reason |
Event Name |
Event Start Date |
Event Start Date Day |
Last Note |
Venue |
Quote Document Created |
Days variance from Opportunity Received to Quote Created |
Contract Created date/time days variance from first Quote |
Total Square Meters |
Total number of Blocked Spaces |
Lost Date |
Age |
Source |
Primary Account Manager |
Quality |
Channel |
*Cost Centres |
*Opportunity Custom Field |
|
Exporting/ Printing your Report
Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.