Opportunity Sources Report

Learn about your filtering and column options within the Opportunity Sources Report

Navigate to your Venue > Reports & Budgets > Reports

The Opportunity Sources Report will display the stage and sources of your enquiries for the date range selected. 

This report is useful for calculating the ROI from your advertising and other methods of sourcing new business.


Find out more about
Defining Your Opportunity Source Types, 

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

Columns

Source Name

Total Opportunities

Lost Opportunities

Won Opportunities

Regretted Opportunities

Cancelled Opportunities Total Revenue Ex Total Revenue Venue

 

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.