Sales Tracking Report

Learn about your filtering and column options within the Sales Tracking Report

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.

Filters

Opportunity Enquiry Start Date	Opportunity Enquiry End Date	Sales Person	Referral Agent
Company	Contact	Agent	Booking Name
Primary Account Manager	Quality	Booking Start Date	Booking End Date
Status	Stage	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	Channel	Discount Code
Venue:	Contract Expiry Start Date:	Contract Expiry End Date:

Columns

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	Pax
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	Status	Original Venue	Opportunity Stage
Opportunity Won Date	Stage Reason	Description	Sales Person
Opportunity Source	Channel	Referral Agent	Lost to Property
Coordinator	Primary Account Manager	Secondary Account Manager	Quality
Venue	Agent	Decision Date	Food Ex Tax
Food	Food Discount	Beverage Ex Tax	Beverage
Beverage Discount	Audio Visual Ex Tax	Audio Visual	Audio Visual Discount
Room Hire Ex Tax	Room Hire	Room Hire Discount	Accommodation Ex Tax
Accommodation	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	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.