Quote & Booking Forecast Report

Learn about your filtering and column options within the Quote & Booking Forecast Report

The Quote and Booking Forecast Report will allow you to project the total expected revenue for your prospective, tentative and confirmed bookings for a period of time.

Each section is broken down by cost centre and displays the total revenue both including and excluding taxes.

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

Filters

Calendar	Start Date	End Date	Status	Booking Type
Quality	Sales Person	Channel	Event Type

Columns

Note: The * shows that you can add in your additional custom fields and cost centres / **shows if you have Accommodation turned on in your account.

Status	Arrival Month	Arrival Date	Arrival Date Day
Departure Date	Departure Date Day	Account Name	Booking Type
Event Type	Booking Name	Contact Name	Lead Description
# of Pax	Spaces	Total Sq. Meters	# of Spaces
Purchase Order#	Blocked Rooms	Average Rate Ex	Average Rate
Food Ex Tax	Food	Food Discount	Food Commission
Beverage Ex Tax	Beverage	Beverage Discount	Beverage Commission
Room Hire Ex Tax	Room Hire	Room Hire Discount	Room Hire Commission
Audio Visual Ex Tax	Audio Visual	Audio Visual Discount	Audio Visual Commission
Accommodation Ex Tax	Accommodation	Accommodation Discount	Accommodation Commission
Service Fees Ex Tax	Service Fees	Total Revenue Ex	Total Revenue
**Total Revenue Ex Accommodation	**Total Revenue Excluding Accommodation Ex Tax	Total Tax Included	Total Paid
Total Outstanding	Venue	Sales Person	Opportunity Source
Channel	Industry Name	Opportunity Type	Coordinator
Total Commission	Agent	Commission Paid	Primary Account Manager
Secondary Account Manager	Quality	*Custom Cost Centres	*Booking 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.