⚠️Important: To see this report you will need to have the user permission to view and download reports.
The Bookings Overview Monthly Calendar gives you an amazing analysis of in-progress enquiries for the month, as well as those bookings that have been confirmed.
This detailed report will allow you and your team to drill down on spaces that are booked as well as those that have pending enquiries in that need chasing.
Explanation of the calendar
Using the drop-down at the top right corner of the page, you can set how the report displays based on your preference. This includes:
Heads: The number of covers that are in progress or confirmed.
Bookings: The number of open enquiries or bookings.
Value: The monetary value as explained here.
You can change these using the Column button at the top left of the page.
🤓Tip: You can simply bookmark the URL on your browser to easily refer back to. You can also untick a time column if it doesn’t apply to; for example, if you only trade in the evening, by unticking the first two time columns, you’re only seeing your hours of trading.
The report will default to all sites that your user account has access to, but you can determine which venues you’d like to see or include by using the Site option at the top left of the page.
If your venues have zones, you can refine the report to see bookings, attendees, or revenue by zone, helping identify popular areas and check availability.
📌Note: If you’ve selected specific sites, only the zones of those venues will appear.
You can add as many filters as you like, which are the same as the ones from the Enquiries Page. This gives you a great overview to be able to check in on those you’re awaiting something on, for example, a deposit or a pre-order.
If you hover over the in-progress or confirmed number depicted in the month overview, it will show you the amount for each of the toggles.
All of this data is hyperlinked, so by clicking on the number in the calendar, you’ll be brought to the bookings or enquiries list in the Enquiries page. The same applies to the dates.
You’ll find a DOWNLOAD button at the top right of the page, allowing you to export your results into an Excel spreadsheet.
📌Note: In progress figures will not appear for any previous dates, as the enquiries would have been changed to the status of LOST.