Group Reports - Sales Tracking Report

Use the 'Group Reporting' section to access data across multiple properties and learn about your filtering and column options within the 'Sales Tracking Report'

Navigate to Venues  > Groups Report (Tab)

Sales Tracking Report allows you to see all potential and existing bookings within a given period of time

You are able to apply the following filters and show/hide each column to find the data set required.


Opportunity Enquiry Start Date

Opportunity Enquiry End Date

Sales Person

Referral Agent




Booking Name

Primary Account Manager


Booking Start Date

Booking End Date



Is Commissionable

Event Types

Opportunity Types

Converted to Confirmed Start Date

Converted to Confirmed End Date

Converted to Tentative Start Date

Converted to Tentative End Date

Converted to Cancelled Start Date

Converted to Cancelled End Date

Opportunity Won Date Start Date

Opportunity Won Date End Date

Booking Type


Discount Code


Contract Expiry Start Date:

Contract Expiry End Date:




Note: The * shows that you can add in your additional custom fields and cost centres

Reference Code

Date of Enquiry

Date of Enquiry Day

Event Name

Event Type

Booking Type

Opportunity Type

Quote Created

Company Name

Company Address Line 1

Company Address Line 2

Company Address Line 3

Company Address Line 4

Company City

Company State

Company Postcode

Company Country

Contact Name

Contact Phone

Contact Email

State, Suburb

Industry Sector

Converted To Tentative

Converted To Confirmed

Converted To Cancelled

Arrival Month

Arrival Date

Arrival Date day

Lead Time

Departure Date

Departure Date Day


Block Accommodation Revenue

Block Room Nights

Block Avg Daily Rate

Block Avg Daily Rate Ex Tax

Contracted Accommodation Revenue

Contracted Room Nights

Contracted Avg Daily Rate

Forecast Accommodation Revenue

Forecast Room Nights

Forecast Avg Daily Rate

Actual Accommodation Revenue

Actual Room Nights

Actual Avg Daily Rate

Total Revenue Ex Tax

Total Revenue

Total Revenue Ex Accommodation

Total Revenue Ex Accommodation Ex


Original Venue

Opportunity Stage

Opportunity Won Date

Stage Reason


Sales Person

Opportunity Source


Referral Agent

Lost to Property


Primary Account Manager

Secondary Account Manager




Decision Date

Food Ex Tax


Food Discount

Beverage Ex Tax


Beverage Discount

Audio Visual Ex Tax

Audio Visual

Audio Visual Discount

Room Hire Ex Tax

Room Hire

Room Hire Discount

Accommodation Ex Tax


Accommodation Discount

Service Fees Ex Tax

Service Fees

Revenue Template

Cut Off Date

Block Cancellation Date

Charging Method

Reservation Method

Reservation Cancellation Date

Arrival Method

Commission Company Phone

Commission Agent Contact Name

Commission Agent Phone

Commission Agent Email

Room Hire Commission

Food Commission

Beverage Commission

A/V Commission

Accommodation Commission

Alcohol Ex


Alcohol Discount


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.