Learn about your filtering and column options within the generated version of the Production Report
Navigate to your Venue > Reports & Budgets > Reports
Production Report allows you to track sales managers targets. A budget is set in global settings, this will show you the revenue vs budget per sales person within the report.
Find out how to setup your Sales Goals here.
When creating the report the following can be selected;
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The period of the report can be based on Monthly / Quarterly / Yearly with starting date (Month and Year).
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Limit Report to (one venue/all venues or a combination of venues) within an account.
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Accommodation Values (one of the following) Blocked / Contracted / Forecast / Actual.
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Booking Status; Prospective / Tentative / Confirmed or a combination.
You are able to apply the following filters and show/hide each column to find the data set required.
Columns
Goal Type (of the selected types when generating the report) |
Sales person |
Goal |
In Year for Year |
In Year for Future |
Total |
Variance |
% of Goal |
Filter by
Equals |
Not Equal |
Less than |
Less than or equals |
Greater than |
Greater than or equals |
In range |
|
Exporting/ Printing your Report
Once you have adjusted your Columns the report can be printed or exported by clicking the Options Tab located on the right hand side of the table. You will be able to export as a Excel file, CSV or Print the report.