How to Create a Sales Report
Using Mazévo's analytics tool, you can easily and quickly report on sales data. Sales data can be analyzed in numerous ways, including location, event type, organization, and service provider.
How do you want to report on sales?
You can report on sales by a variety of different data elements. Below is a list of the different ways to report revenue:
- Room
- Building
- Room Type
- Event Type
- Organization
- Contact
- Service Provider
- Resource
- Organization Type
What should be included in sales
When you run a sales report, you can include revenue derived from the resources, the room charges, or both.
Reporting on Revenue using Analytics
- Navigate to Reports > Analytics.
- Select how you are reporting revenue from the Analyze dropdown.
- In the Display dropdown, select Total Revenue and what to include in the calculation, revenue from resource charges and/or revenue from room charges.
- Select how many results to return in the Top dropdown (5, 10, or all).
- Select a Date Range.
- Adjust the filtering as needed (Status, Location).
- Press Run to see the results in a chart. To view the detailed data, click Data below the chart.
Reporting on Revenue using Revenue Analytics
- Navigate to Reports > Revenue Analytics.
- Select the Date Range and whether the dates should be booking dates or invoice dates.
- Select the level of detail to report (Event or Booking).
- Select the types of revenue to include (room and/or resource)
- Select Show More Event Information to include Organization Type, Pricing Plan, and Event Coordinator in the results.
- Adjust the filtering as needed (Status, Location, Service Providers...)
- Press Run to see the results.