Reports & performance

Reports & performance

The Reports section gives you an overview of your business: leads received, event pipeline, revenue and performance by venue or team member. Three tabs structure the data.

Access reports

In the sidebar, click Reports. You'll reach the dashboard with a period selector at the top.

Leads view

This view analyzes your incoming leads:

• KPIs: leads received, validated, rejected, pending, conversion rate.
• Monthly stacked chart (validated / pending / rejected).
• Breakdown by source (email, Instagram, WhatsApp, form).
• Breakdown by venue.

Commercial view

This view analyzes your pipeline by confirmation date:

• Monthly revenue (combined chart: area + line).
• Confirmed events and pipeline.
• Quotes sent, accepted, in progress, lost.
• Average sales cycle.
• Metrics by venue and event owner.

Accounting view

Same structure as the Commercial view, but data is organized by event date (rather than confirmation date). This is the view suited for accounting reconciliation.

Filters

All views share the same filters:

• Period: last 6 months, last month, quarter, year, custom.
• Venue.
• Event owner.

Interpreting your reports

Reports are only useful if you turn them into concrete actions. Make it a habit to analyze your metrics at least once a month and compare results with the previous period or last year.

• Lead conversion rate — if this rate drops, analyze the reasons: pricing too high, response time too slow, or inadequate offering.
• Revenue by event type — identify your most profitable events and focus your marketing efforts on these categories.
• Seasonality — compare month over month to anticipate slow periods and adjust your promotions.

Recommended actions by metric

Here's how to turn data into decisions. If your average revenue per event stagnates, offer premium options in your quotes. If your conversion rate drops, reduce your lead response time. If an event type is underrepresented, launch a targeted campaign.

💡 Share a monthly report summary with your team to align objectives and celebrate wins.

Can I export reports as PDF?

Report data can be exported in CSV format for processing in a spreadsheet. For PDF format, export as CSV then convert, or take a screenshot of the dashboard.

Do reports include cancelled events?

By default, reports include all events. Use filters to exclude cancelled events and get a more accurate view of your actual activity.

Troubleshooting

My revenue numbers seem incorrect?

Revenue in reports is based on signed quotes. If a quote was signed but the amount was later changed, create a new quote version. Also check that the correct venue filter is applied.

Best practices

Review your reports dashboard weekly to spot trends in lead volume, conversion rates, and revenue. Data-driven decisions help you optimize pricing, marketing efforts, and team capacity.

💡 Share key metrics with your team during weekly meetings. Transparency on performance keeps everyone aligned on goals.

FAQ

Can I export reports?

Individual data (events, companies, people) can be exported from Settings > Import/Export. Chart export is not yet available.

How far back does historical data go?

Reports display data from the creation of your workspace. There is no time limit on historical data — all your events, leads and revenue are always available.

Can I export report data?

Yes. Use the export button on the reports page to download data as CSV for further analysis in tools like Excel or Google Sheets.

See also

• Budget and revenue per event
• Import / Export
• Understanding Leads