Booking Graphs Report
Updated over a week ago

The Booking Graph Report shows when the status for each booking was updated.e.g the date it moved from Lead to Tentative status, or the date the status was confirmed as Definite. Not the actual Start/End Date of the Booking.

The Booking Graph Report summarizes your Booking data initially by:

  1. Booking Status

  2. Booking Date

  3. Pipeline the Booking belongs to

  4. Assigned User

The data generated by the summary can then be viewed through various visualization lenses.

  • It can be broken down by User:

  • It can be broken down by Booking Referral Source:

  • It can be broken down by Space:

  • It can also be broken down by Booking Custom Fields (providing they are a Picklist Custom Field Type):

All of the lenses above can visualize your Bookings as a Booking Count, Total Deal Value, or Revenue generated.

The visualizations can also be broken down in a table format at the very bottom of the report - the table contents will vary depending on your parameters.

This data table can be exported by clicking the Export button at the top-right side of the report. That export will appear as a CSV spreadsheet that can be accessed in Excel, Google Sheets, or another spreadsheet program.


How to use the Booking Graphs report

  1. Click on the Reports tab on the left-hand side of Event Temple

  2. Scroll to the Booking Graphs

  3. Set the appropriate parameters for your Report

  4. View the graphs and export as needed


Important Considerations

When viewing the Booking Graph, the various results are pulled from other areas in Event Temple & cannot be updated directly on the Booking Graph. For example, viewing results by Referral Source. The various Referral Source options must be managed under Settings. To update a Booking with a specific Referral Source, you must edit the Booking.

The Booking Graph report can only be filtered by the dates that the status changed on the Booking. For example, when viewing Definite bookings in the graph you can only filter by the Definite date - this is the date the Booking changed to Definite. If you would like a Report to be filtered by the Start/End Date of the booking you can use the Booking List Report.

Interested in seeing more filters for the Booking Graph report?

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