Sales Tracking Report - Generated

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

Navigate to your Venue > Reports & Budgets > Reports

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

Search criteria is based on

Event start and end dates
Opportunity Enquiry start and end dates
Sales Person
Booking Type: Simple, Detailed, Accommodation only or a combination.

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

Filters

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	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	*Cost Centre Custom Fields	*Booking Custom Fields

Filter by

Equals	Not Equal	Less than	Less than or equals
Greater than	Greater than or equals	In range

Contains	Not contains	Equals	Not equal
Starts with	End with

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.