Event Temple provides tools to track revenue by travel agent and identify top performers. Reports can be customized and exported for deeper analysis.
Central Revenue Report by Account Owner:
Go to Reports β Booking List Report
Apply filters: date range, booking status, etc.
Add columns: Account, Revenue, optionally Travel Agent
Group by Account to see revenue per owner
Export to CSV for further analysis (quarterly comparisons, account assessments)
Helpful Tips:
Revenue excludes taxes and fees
Use Save View for easy reuse of customized settings
Monthly Revenue Report for Confirmed Events:
Go to Reports β Events List Report
Apply filters: date range (e.g., this month), event status (Confirmed)
Add revenue-related columns
Save the view for monthly reuse
Enable Summary on export to see total revenue values
Export Summary Feature:
Totals for each revenue category appear at the bottom
Ensures quick overview without extra calculations