Reports & performance
Dashboards and metrics to run your business: response time, conversion, revenue by venue.
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Reports: tabs, filters and exports
The figure tab bar, venue, period and source filters, What changed, the detail behind each figure, Excel export and the monthly summary.
The Inquiries tab: volume, conversion and sources
Inquiries received, the journey to confirmation, volumes by source or status, win rate and the sources table.
The Sales tab: signatures, options and profitability by source
Signed revenue, options to watch, conversion, commission and net revenue per platform, comparables by source, types and loss reasons.
The Confirmed revenue tab: monthly revenue, trend and outlook
Monthly revenue and forecast, period revenue, upcoming bookings, trend over 12 months and 3 ahead, revenue by source and year outlook.
The Clients tab: loyalty, new clients and win-backs
Clients in the period, revenue from repeat clients, return rate, ranking, regulars to win back and where new clients come from.
The Operations tab: occupancy, team and venues
Occupancy rate, seasonality, booking lead time, team responsiveness in opening hours, sales per member and by-venue tables.
Goals, forecast and win probability
Set monthly goals per venue, read the forecast and its chance of reaching the goal, and understand how win probability works.