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:
Booking Start Date – Select a specific date range (e.g., this year, last quarter).
Add Filter – Apply additional filter Market Segment.
This allows you to analyze revenue performance across specific timeframes or business segments.
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 Accounts.
💡 Measure the impact of your key client relationships over time.
Best Practices
Use consistent Market Segments and Account Types for clearer trend insights.
Schedule regular exports (monthly or quarterly) to monitor revenue progression.
