Group Reports - Upcoming Quotes Report

Use the 'Group Reporting' section to access data across multiple properties and learn about your filtering and column options within the 'Upcoming Quotes Report'

Navigate to Venues  > Groups Report (Tab)

The Upcoming Quotes Report - Can generate the cost centre revenue breakdown of your upcoming quotes and/or over a selected period of time.

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


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.

Event Name


Company Name

Contact Name

Contact Phone

Contact Email

Sales Person


Purchase Order#

Opportunity Source


Original Venue

Opportunity Stage

Stage Reason

Opportunity Created Date

**Accommodation Start

**Accommodation Start Day

**Accommodation End

**Accommodation End Day

**Room Nights

Event Start

Event Start Day

Event End

Event End Day

Food Ex Tax


Food Discount

Food Commission

Beverage Ex Tax


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 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


*Cost Centres

*Booking Custom Fields



Filter by 


Not Equal

Less than

Less than or equals

Greater than

Greater than or equals

In range




Not contains


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.