How to use the bookings report.
-
Steps to using the booking report
- Use the date picker at the top of the report to change the data in the report.
- Select a filter:
- Hire Start: This will load results based on the Hire Start Date
- Set Up Start: This will load results based on the Set up Start Date
- Choose to hide quotes. This will load bookings only into the report.
- Click on the column titles to re-order the data.
- Explanation of data shown
- Revenue: This is the revenue booked for the date range selected.
- Revenue - Purchase orders: This is the revenue left after spending on purchase orders related to the bookings in the date range selected.
- Projects: This is the number of bookings in the date range selected.
- Potential revenue: This is the revenue of the quotes in the date range selected.
- Stages: These are the quotes by quote stage in the date range.
- Sales agent: This is the bookings generated per sales agent for the date range.
- Video support
Comments
0 comments
Please sign in to leave a comment.