Reports
Analyse revenue, margins, open invoices and conversion.
16 articles
Team activityAfter reading this, you'll know how to review calls and sent emails per person over a period in the Team activity report, who is allowed to see it, and how clicking a phone number prefills the log-call dialog.Finance Cockpit: KPIs at a GlanceAfter reading this, you'll know which five finance KPIs the cockpit displays, how to use the document list, and where to go to act on open items immediately.Financial Report by Period, Event & CategoryAfter reading this article you will know how to switch between the eight views — Period, Category, Event, Event type, Cost centre, Location, Customer, and Product — in the Financial breakdown report, set the date filter, and correctly read the revenue, cost, and margin figures.Booking Funnel: From View to DealAfter reading this, you'll know how the Booking Funnel tracks your booking-page visitors through to an accepted quote, what the response-time metrics mean, and how to filter by booking page and date range.Outstanding Invoices (Snapshot)After reading this you'll know the two metric cards and the receivables aging structure at a glance, and how to get from here into the Finance Documents and into Payment reminders to chase overdue invoices.Staff & Working HoursAfter reading this, you'll know how to review logged hours and labor cost per staff member in the Staff & Working Hours report, adjust the date range and filters, and why some columns are hidden depending on your permissions.Top Customers by RevenueAfter reading this, you'll know how to see your highest-revenue customers for any selected period at a glance and how to adjust the date range to suit your needs.Top Products by Net RevenueAfter reading this, you'll know which of your products generated the highest net revenue from invoice line items in a selected period, what they cost you, which margin is left — and how to adjust the date range.Revenue by CategoryAfter reading this, you'll be able to use the Revenue by Category report to see — for any date range — which product categories contributed how much revenue, costs, and margin.Revenue by Period (Month/Quarter/Year)After reading this, you'll be able to pull your net revenue, costs, and margin for any date range broken down by month, quarter, or year, and export it to Excel.Revenue per Month (now in Financial breakdown)After reading this, you'll know that the 'Revenue per Month' bar chart has been replaced by the Period view inside Financial breakdown, and how to find the same figures there.Forecast: revenue and incoming payments for the coming monthsAfter reading this you'll know how the Forecast report shows how much revenue over the next months is open, committed, invoiced and paid, which incoming payments to expect in which month, and how the figures are calculated.Cost of Goods & Food CostAfter reading this, you'll know how to compare cost of goods to revenue per event in the Cost of Goods & Food Cost report, adjust the date range, and why some events show no cost of goods.Reports Hub: Overview of All AnalyticsAfter reading this article you'll know every report in the Reports section — including the Staff and Cost of Goods reports — and which card to open for each question.Group overview: key figures of several workspaces at a glanceAfter reading this you'll know how, as the owner of several workspaces, you compare their key figures on one page, who sees the group overview, which plan includes it, and how the figures and the total are calculated.Reporting by Event Type & Cost CentreAfter reading this article you'll be able to build the event type and cost centre lists, assign them to events, and group and filter your revenue by them.
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