Releventful reports are designed to give you visibility into different parts of your business, including sales activity, booked events, invoices, payments, and cash flow.

Because each report answers a different business question, totals may be calculated using different records or points in the event lifecycle. This helps ensure each report provides the most accurate view for its intended purpose.

For example, your Pipeline may show projected or booked sales value, while your Invoice or Revenue reports may reflect contracted invoice activity, payment status, or received payments.

For instance, different reports reports are measuring different parts of the sales, booking, invoice, and payment process:

A difference between reports does not necessarily mean something is wrong. It usually means the reports are measuring different parts of the event lifecycle.

Most reporting differences come from where the event is in the sales, contract, invoice, and payment process.

Proposal activity contributes to sales and pipeline reporting.

At this stage, the event may show projected or proposed value, but that does not always mean the revenue is fully contracted or invoice-ready.

Releventful allows each business to define when an event becomes “Booked.”

Depending on your account settings, an event may become booked based on:

Because businesses define booking differently, Booked reports may vary based on your Booking Settings.

Invoice reports are designed to track finalized financial activity, including:

If a contract is still waiting for client signature, the invoice may not fully reflect as active in financial reporting yet.

This is especially important when reviewing events that have manual deposits or partially completed invoice workflows.

Payment-based reports reflect money received and payment activity.

This can impact:

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The Business Overview report provides a quick snapshot of overall business activity and financial health.

It may include:

Use this report to: Get a high-level pulse on business performance, profitability, and financial activity.

The Sales Overview, or Pipeline, tracks sales activity and projected business.

It may include:

Use this report to: Monitor sales activity, forecast future business, and evaluate sales rep performance.

The Sales Pipeline is not intended to match invoice or revenue reports dollar-for-dollar.

Pipeline totals are typically based on:

Pipeline totals may differ from invoice or revenue reports because:

Lists booked events that are still in progress.

May include:

Use this report to: Track active commitments and payment status.

Shows past, present, and future events within a selected date range.

May include:

Use this report to: Analyze overall business activity and historical performance.

Shows confirmed or booked events within a selected date range.

Use this report to: Review confirmed commitments and secured business.

Shows events that are not yet confirmed or booked.

Use this report to: Identify opportunities still in progress and track conversion potential.

Shows leads with little or no recent engagement.

Use this report to: Re-engage stale opportunities or clean up inactive leads.

Proposal reports reflect sales activity and projected business. Proposals do not always activate invoice reporting on their own.

A proposal can show value in the sales process before the full contract, invoice, or payment workflow is complete.

Shows a running total of sales and payments over the last 365 days.

May include:

Use this report to: Review annual sales performance and revenue trends.

Shows events booked within the last 7 days.

Use this report to: Monitor short-term sales momentum.

Shows proposals with totals, statuses, and related event information.

Use this report to: Track proposals across all stages.

Shows proposals that have been sent but not yet approved.

Use this report to: Follow up with clients and close pending business.

Invoice reports are designed for contracted financial activity, not general sales forecasting.

Invoice reporting may be influenced by:

If an event appears in the Pipeline but shows as $0 or incomplete in invoice reports, the most common reason is that the contract or invoice workflow has not been fully completed.

Shows invoices with totals, payments, and balances.

Use this report to: Monitor billing activity and invoice status.

Shows invoices with outstanding balances greater than zero.

Use this report to: Track overdue or partially paid invoices.

Shows unpaid or partially paid invoices, including balances, due dates, and client details.

Use this report to: Track money owed and prioritize collections.

Shows invoices recognized on a cash basis, based on payment activity.

Use this report to: Understand revenue from a cash accounting perspective.

Tracks revenue based on when payments are received.

Use this report to: Align reporting with cash flow instead of contract timing.

Displays incoming payments over time, regardless of when the event occurs.

Use this report to: Understand actual money movement and liquidity.

Shows contracted revenue for booked events.

Use this report to: Forecast future revenue based on signed or booked business.

Booked Revenue reflects contracted business tied to booked events. It does not necessarily mean all payments have already been received.

The Monthly Revenue report displays revenue-related totals for the selected reporting period.

It may include:

Use this report to: Compare revenue and payment activity across reporting periods.

Monthly Revenue and Pipeline totals may differ because they are based on different reporting logic.

Monthly Revenue is not designed to simply total every booked event in the Pipeline. It is influenced by invoice and payment activity, including whether the invoice workflow is complete.

For example, if an event is marked Booked or Closed-Won in the Pipeline, but the invoice is still waiting for contract signature, the Pipeline may show projected sales value while the invoice-based revenue report may not fully reflect that amount yet.

Tracks package sales, package popularity, and package revenue.

Use this report to: Analyze top-performing packages.

Tracks add-on sales and upsell revenue.

Use this report to: Measure additional revenue streams and upsell performance.

Shows the master list of inventory items and related details.

Use this report to: Maintain asset tracking and inventory management.

Shows inventory items that are currently unavailable.

Use this report to: Monitor equipment issues and availability.

Tracks inventory usage across events and remaining available stock.

Use this report to: Prevent shortages and manage event allocations.

Shows tasks due today.

Use this report to: Focus on immediate priorities.

Shows upcoming tasks.

Use this report to: Plan future workload.

Shows incomplete or overdue tasks.

Use this report to: Stay on top of personal responsibilities.

Shows client responsibilities that have not yet been completed.

Use this report to: Follow up with clients.

Shows employee tasks that are still pending.

Use this report to: Track team accountability.

Includes additional sales performance reporting, such as:

Use these reports to: Analyze sales performance, pipeline health, and marketing effectiveness.

Resets report configurations and filters.

Use this option to: Return reports to their default settings.

The Pipeline tracks sales activity and projected business, usually based on proposal totals, estimated event cost, and sales stages.

Invoice reports track contracted financial activity, including invoices, signed agreements, payment schedules, and balances.

Because these reports measure different parts of the event lifecycle, they may not match exactly.

Monthly Revenue is based on invoice and payment-related reporting logic, while booked events may reflect sales or operational status.

An event can be booked in the Pipeline before the related invoice workflow is fully complete.

Common reasons include:

Booked status and revenue reporting are related, but they are not the same thing.

An event may be booked operationally while revenue reporting depends on invoice status, contract completion, and payment activity.

Yes. Proposal totals and invoice totals may differ because of:

Start by reviewing:

The Pipeline is best for projected sales activity, open opportunities, sales stages, and conversion tracking.

Invoice reports are best for balances, signed contracts, accounts receivable, and payment schedules.

Monthly Revenue is best for reviewing revenue and payment activity in a selected period.

Cash Flow is best for understanding when payments are actually received.

For the most accurate reporting:

Incomplete invoice workflows are one of the most common reasons report totals may appear different.

Because each business may define “booked” differently, regularly review your:

This helps ensure your reports align with how your business actually operates.