Reports: new insights, filters and Excel export

The reports area got an overhaul – with a new booking funnel, revenue & utilization by location, rich filters, and Excel export on every report.

The reports area got a full overhaul – more insights, better filters, and a clean export.

New

  • Booking funnel – the whole path from first inquiry to accepted quote at a glance: booking-page views, started forms, inquiries, quotes created and sent, and acceptances. Including response times (how quickly inquiries turn into quotes and quotes into wins) and a breakdown per booking page.
  • Revenue & utilization by location – revenue, events, guests and utilization per venue in one report.
  • Excel export – download any report as an Excel file in one click, matching the filters you've set.

Improved

  • Rich filters – narrow reports by status, venue, customer, category, tags and guest count – by document date or event date.
  • More accurate revenue – revenue is now clearly split into realized (invoices) and pipeline (open quotes), and credit notes are accounted for correctly.