Understanding “Booked” Events & Revenue on Your Dashboard
Your Dashboard gives you a quick, real-time snapshot of your business’s performance — including bookings, revenue, invoices, and event activity.
Because every business defines “booked” a little differently, this article explains:
What the Dashboard reports are showing
How Releventful defines “booked”
How you can adjust your reporting to match your business process
The Dashboard Overview
Your Dashboard includes a combination of:
Configurable Reports
These allow you to click in and adjust filters:
Unbooked Events
Active Events
Unpaid Invoices
Overdue Payments
You can modify these reports by clicking into them and adjusting the filters to match how you operate.
Standardized Month-Over-Month Reports
These are calculated automatically based on your Booking Settings:
Monthly Bookings Comparison
Monthly Revenue Comparison
These reports use Releventful’s concept of “booked” — which is configurable in your account settings.
What Does “Booked” Mean in Releventful?
Releventful gives you flexibility in defining when an event becomes “booked.” You can configure booking to occur:
When a payment is received
When a Sales Stage changes
When the Event Status changes
These settings are managed in your Booking Settings.
Monthly Bookings Report
The Month Over Month Bookings card tracks events based on your configured booking trigger.
For example:
If your booking setting is “When Sales Stage = Closed – Won”, then the report counts events when they move into that stage.
If your booking setting is “When a payment is received”, then the report counts events when that payment occurs.
If your booking setting is tied to Event Status, it will track those status changes.
If your numbers do not match what you expect, first confirm your Booking Settings.
Monthly Revenue Report
The Monthly Revenue card reflects:
Payments received (PAID payments only)
Compared month-over-month
Based on the payment date
This report reflects actual revenue recognition — meaning it looks at when money was received, not when the event occurs.
Understanding “Booked,” “Cancelled,” and Sales Stages
One of Releventful’s strengths is flexibility.
Each of these states is tracked independently:
Event Booked
Event Cancelled
Sales Stage
Event Status
Payment Status
This separation gives you powerful reporting flexibility — but it also means reports may not align if filters don’t match your internal workflow.
Important: Booked vs Cancelled
Releventful allows you to:
Mark an event as Booked
Mark an event as Cancelled
These are independent fields.
If you want reports that show only currently booked events:
Add this filter:
Event Cancelled = No
If you do not exclude cancelled events, they may still appear in reports depending on your filters.
Customizing Reports to Match Your Process
If your team defines “booked” differently than your current Booking Settings, you can adjust report filters accordingly.
Example:
If your booking setting is:
Sales Stage = Closed – Won
And you want a report based strictly on that definition:
Remove filters:
Event Booked
Event Cancelled (if not needed)
Add filter:
Sales Stage = Closed – Won
This ensures your report reflects your internal workflow exactly.
Why Releventful Separates These States
Many businesses need to track:
Tentative holds
Soft bookings
Contracted events
Paid deposits
Fully paid events
Cancelled but historically booked events
By separating booking triggers, status, and cancellations, you can report on any of these states independently — instead of being locked into one rigid system definition.
If Your Numbers Don’t Match Expectations
When reviewing Dashboard numbers:
Confirm your Booking Settings
Confirm whether cancelled events should be excluded
Confirm whether you are reviewing:
Booking activity (when the event became booked)
Or revenue activity (when payments were received)
If you’d ever like help reviewing your setup, our team is happy to walk through your Booking Settings with you.
Summary
The Dashboard reflects your configured Booking Settings.
Revenue is based on payment dates.
“Booked” can mean different things depending on your configuration.
Cancelled events are tracked separately.
You can customize most reports to align exactly with your business’s workflow.
Releventful is designed to give you flexibility — and with the right filters and booking settings in place, your reports will accurately reflect how your business defines success.