Comprehensive Reporting Guide for Revenue, Sales, and Operations

Quick snapshot of revenue, balances, event types, accounting, and employee costs.
Shows event revenue summary, outstanding balances, total invoices, event type breakdown, accounting entries, and employee costs.
​Use case: Get a quick pulse on profitability and overall financial health.

Tracks sales opportunities by stage, revenue won, pipeline value, and close rates by rep.
Shows total revenue won, outstanding opportunities, average pipeline value, pipeline stage breakdown, and rep close rates.
​Use case: Monitor sales activity, forecast revenue, and evaluate rep performance.

Lists all booked events still in progress with financials and sales details.
Includes event name, date, proposal/invoice totals, amounts paid, balances, rep, and sales stage.
​Use case: Track active commitments and payment status.

Complete list of past, present, and future events within a date range.
Includes event name, date, invoices, payments, balances, rep, and stage.
​Use case: Analyze business activity and historical performance.

Shows all confirmed events and related financials within a date range.
​Use case: Review confirmed commitments and secured revenue.

Shows events that are not yet confirmed/booked.
​Use case: Identify opportunities still in progress and track conversion potential.

Lists leads with little to no engagement or progress.
​Use case: Re-engage or clean up stale opportunities.

Running total of sales and payments over the last 365 days.
Includes invoice totals, payments, discounts, and balances.
​Use case: Review annual sales performance and revenue trends.

Shows events booked in the last 7 days with totals and payments.
​Use case: Monitor short-term sales momentum.

Complete list of proposals with totals, status, and related event info.
​Use case: Track proposals across all stages.

Lists proposals sent but not yet approved.
​Use case: Follow up and close deals.

Complete list of invoices with totals, payments, and balances.
​Use case: Monitor revenue and billing activity.

Identifies invoices with outstanding balances greater than zero.
​Use case: Track overdue or partially paid invoices.

Shows invoices recognized on a cash basis (based on payment timing).
​Use case: Understand revenue from a cash accounting perspective.

Tracks revenue recognized based on when payments are received.
​Use case: Align reporting with cash flow instead of contract timing.

Displays incoming payments over time, regardless of when events occur.
​Use case: Understand actual money movement and liquidity.

Shows total contracted revenue for booked events.
​Use case: Forecast future revenue based on signed agreements.

Displays monthly totals of:

Use case: Compare cash vs. contracted revenue trends over time.

Shows all unpaid or partially paid invoices.
Includes balances, due dates, and client details.
​Use case: Track money owed and prioritize collections.

Tracks package sales, popularity, and revenue.
​Use case: Analyze top-performing packages.

Tracks add-on sales and upsell revenue.
​Use case: Measure additional revenue streams and upsell success.

Master list of all inventory items and details.
​Use case: Maintain asset tracking and management.

Shows items currently unavailable.
​Use case: Monitor equipment issues and availability.

Tracks inventory usage across events and remaining stock.
​Use case: Prevent shortages and manage allocations.

Tasks due today.
​Use case: Focus on immediate priorities.

Upcoming tasks.
​Use case: Plan future workload.

All incomplete or overdue tasks.
​Use case: Stay on top of responsibilities.

Client responsibilities not yet completed.
​Use case: Follow up with clients.

Employee tasks still pending.
​Use case: Track team accountability.

Includes:

Use case: Analyze performance, pipeline health, and marketing effectiveness.

Resets report configurations and filters.
​Use case: Return to default report settings.