Accessing the Report
From the left-hand navigation panel, click Reports.
Select Top Key Accounts.
You’ll be taken to the Top Key Accounts Report page.
About This Report
This report displays a ranked list of your key Accounts by total revenue within the specified Start Date range.
It includes only Bookings that:
Are linked to an Account.
Fall within the selected date range.
Contain revenue during that period.
Adjusting Filters
At the top of the page, you can refine your data by:
Start and End date
Market Segment
Generating the Report
Once your filters are set:
Click Export in the top-right corner.
Choose your desired file type (e.g., CSV or Excel).
Event Temple will generate and download your report based on your selected filters.
Example Uses
💡 Identify which clients contribute the most to your annual revenue.
💡 Review year-over-year performance for top Key Accounts.
💡 Measure the impact of your key client relationships over time.
Best Practices
Use consistent Market Segments for clearer trend insights.
