Overview
The Event Sales Productivity Report provides a detailed breakdown of event sales performance by salesperson. It tracks all Lead, Tentative, and Definite bookings within a chosen date range and summarizes revenue by category — allowing sales managers and teams to analyze productivity, conversion trends, and revenue contribution for each user.
This report is ideal for understanding how individual team members are performing and identifying opportunities to increase bookings and revenue.
Filters
You can customize the data displayed using the following filters at the top of the report:
Event Status – Filters out any events marked as Lost to focus on active or confirmed sales.
Booking Definite, Tentative, or Created At Date – Sets the reporting date range for bookings. You can choose between created, tentative, or definite booking dates.
+ Add Filter – Allows you to include additional filters such as Event Type, User, or Account for more refined reporting.
Columns Explained
Each row in the report provides detailed information for a specific event under each salesperson. Below are the column definitions:
Column | Description |
Event | The name of the event. |
Event Status | Indicates whether the event is Lead, Tentative, or Definite. |
Start Date | The date the event begins. |
Date Created | The date the booking was originally created in the system. |
Tentative Date | When the event was marked as Tentative. |
Definite Date | When the event was marked as Definite. |
Account | The client or organization associated with the booking. |
Event Type | The classification of the event (e.g., Meeting, Breakfast, Wedding). |
Expected | The expected number of attendees. |
Food Revenue | Total revenue generated from food items. |
Beverage Revenue | Total revenue generated from beverages. |
AV Revenue | Total revenue from audiovisual services. |
Setup Revenue | Revenue from room setup or configuration fees. |
Miscellaneous Revenue | Any additional revenue that doesn’t fall into the other categories. |
Room Rental Revenue | Revenue generated from room or venue rental. |
Uncategorized Revenue | Any revenue that isn’t classified under the standard categories. |
Total Revenue | The total combined revenue from all sources for the event. |
Export Options
To view or share this report, click Export As... in the top-right corner.
You can export in various formats (e.g., PDF, Excel, or CSV) to review or share with management.
The exported version includes all selected filters and visible columns.
Example Use Case
A Sales Manager can use this report to:
Evaluate which sales representatives are generating the most Definite bookings.
Review booking conversion timelines (e.g., how long it takes for a lead to become definite).
Compare revenue performance across event types or accounts.
Identify high-performing event categories and potential growth opportunities.
Tips
Run this report monthly to measure team productivity and adjust goals accordingly.
Combine it with the Booking Financial Report for a complete revenue overview.
Use filters like Account or Event Type to analyze performance by market segment.
