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 and, together, they tell the full story of an event from the first enquiry to the revenue you actually earn.

This article describes every view, KPI and filter in the dashboard. The goal is not just to show you where to click, but to explain how each number is computed so you can interpret it with confidence and turn it into concrete decisions.

Prerequisites

Dashboards are available on all plans. More advanced custom reports belong to the Pro and Enterprise plans. To get meaningful figures you must already have entered leads, events and quotes in Joinways: an empty workspace shows no trends.

You also need access to the Reports section. Team members see data according to their permissions, and the more accurately your venues and event owners are filled in, the more reliable the breakdowns by venue and by owner will be.

What you'll learn

You'll learn how to open the dashboard, tell the Leads, Commercial and Accounting views apart, read each KPI and chart, use the period, venue and owner filters, then turn those numbers into action: adjusting pricing, response time and marketing campaigns.

Access reports

In the sidebar, click Reports. You'll reach the dashboard with a period selector at the top. This selector, along with the venue and owner filters, applies across all tabs: changing the period instantly recomputes every displayed metric.

In practice:

1. Open Reports from the sidebar; the dashboard loads on the first tab.
2. Pick a period at the top; all KPIs and charts recompute.
3. Switch between the Leads, Commercial and Accounting tabs depending on your question.

Leads view

This view analyzes your incoming leads. It answers the question “how many enquiries do we receive, where do they come from and how many convert?”. It is the starting point of your whole sales funnel.

1. Check the KPIs at the top for lead volume and quality over the period.
2. Read the monthly stacked chart to see how things evolve over time.
3. Review the breakdowns by source and by venue to identify your best channels.

Items shown in this view:

• 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. In other words, revenue is attached to the month the deal was signed, which makes it the ideal tool to steer commercial performance and measure the sales effort of a period.

1. Read the monthly revenue chart to track signed revenue over the period.
2. Compare confirmed events with the pipeline to estimate remaining potential.
3. Analyze metrics by venue and owner to spot your top performers.

Items shown in this view:

• 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: it attaches revenue to the month the event actually takes place, which matches invoicing logic.

The difference is essential: an event signed in January for a reception in June appears in January in the Commercial view and in June in the Accounting view. Choose the view depending on whether you are steering the sales effort or recognising revenue.

Filters

All views share the same filters. Combining them lets you isolate exactly the slice of activity you care about, for example a single venue over the last quarter for a given salesperson.

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

Metrics reference

This section recaps every metric, view and filter in the dashboard with a one-line definition explaining in plain terms what it represents.

• Leads received — total number of leads that came in over the selected period.
• Validated — leads qualified and kept as real opportunities.
• Rejected — leads discarded (off-target, date unavailable, etc.).
• Pending — leads still to process, neither validated nor rejected.
• Conversion rate — share of leads that succeed, a key indicator of commercial effectiveness.
• Monthly stacked chart — bars per month stacking validated, pending and rejected leads.
• Breakdown by source — lead volume by channel: email, Instagram, WhatsApp, form.
• Breakdown by venue — lead volume attributed to each venue.
• Monthly revenue — revenue per month, shown as a combined area + line chart.
• Confirmed events and pipeline — won deals versus deals still in progress.
• Quotes sent, accepted, in progress, lost — distribution of quotes by status in the funnel.
• Average sales cycle — average time between the lead and the confirmation.
• Metrics by venue / owner — revenue and activity broken down by venue and event owner.
• Period filter — restricts all computations to 6 months, 1 month, quarter, year or a custom range.
• Venue / Owner filter — limits the display to a single venue or a single owner.

How it works

The dashboard aggregates your leads, events and quotes in real time according to the selected period and filters. The Leads view counts leads by status, the Commercial view attaches revenue to the confirmation date, and the Accounting view attaches it to the event date.

The revenue shown is based on signed quotes. When a quote is signed its amount feeds the revenue; if the amount changes afterwards, a new quote version updates the figures. Changing a filter recomputes everything without reloading the page.

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.

Edge cases

By default, reports include all events, including cancelled ones. Use filters to exclude cancelled events and get a more accurate view of your actual activity. A quote that was signed then changed requires a new version so revenue reflects the right amount.

The same event does not appear in the same month across views: the Commercial view dates it at signature, the Accounting view at the event date. On a recent workspace, some monthly trends will be partial until you have several months of history.

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

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.

• Always compare a period with the previous one, or the same period last year, rather than a number in isolation.
• Use the Commercial view to steer sales and the Accounting view for financial reconciliation.
• Keep your venues and event owners up to date so the breakdowns stay reliable.

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

Troubleshooting

My revenue numbers seem incorrect.

Cause: revenue is based on signed quotes; an amount changed after signing, or the wrong venue filter, skews the total. Solution: create a new quote version for the up-to-date amount and check that the correct venue filter is applied.

The same event shows up in two different months.

Cause: the Commercial view dates at confirmation and the Accounting view at the event date. Solution: this is not an error; choose the view that matches your need (sales effort or revenue recognition).

Cancelled events inflate my figures.

Cause: by default, reports include all events. Solution: apply the filters to exclude cancelled events and recover a view of actual activity.

Real-world example

A reception venue notices its conversion rate dropped this quarter. Filtering the Leads view by venue, the manager sees that WhatsApp enquiries stay “pending” for a long time. They cut their response time on that channel and, the following month, the conversion rate clearly recovers.

Another example

To close out the year, a manager compares the Commercial and Accounting views. The Commercial view shows a high volume signed in December, but the Accounting view spreads that revenue over next year's event months: she adjusts her cash-flow forecasts accordingly.

FAQ

Are dashboards available on all plans?

Yes, dashboards are included on all plans. More advanced custom reports are reserved for the Pro and Enterprise plans.

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.

Can I export reports?

Report data (and individual data: events, companies, people) can be exported in CSV format — either via the export button on the reports page or from Settings > Import/Export. Exporting the charts as images is not yet available, however.

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.

Which view should I use for accounting?

The Accounting view, which organizes data by event date, is best suited for accounting reconciliation.

See also

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