★ Report and Dashboard Gallery

Welcome to the Report and Dashboard Gallery! This gallery is meant to serve as an introduction to the concepts and tools that encompass our reporting engine, Insights, as well as inspire our users to think of how custom reports and dashboards could help their venue.

On this page, you will see a variety of generic reports and dashboards that serve as an introduction to what is possible with Insights. Please contact our Client Success team if you are interested in adding any of these reports or dashboards to your account or would like to schedule a consultation call for any custom requests you might have.

If you are looking for more information on using Insights reports and dashboards, please see the other articles in this section to learn how to run a report, share a report, or edit the name & description of a report or dashboard.

Reports

General
New Accounts by Year
This report is a breakdown of accounts by the year in which they were created. Account information shown includes the demographic information, Account Type, Tax Exempt status, Market Segment, Lead Source, and the assigned Account Manager.
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Number of Lost and Canceled Events
This report shows lost and canceled events that would have started within the selected date range. The report displays any lost events grouped by reason lost with a summary total, followed by a section with the canceled events.
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Sales
Sales Revenue Report
This report shows revenue over a date range. Revenue is divided into the rental, food and beverage, and ancillary revenue stream types as established by your revenue streams (see this article). Totals are also listed.
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Sales Pipeline Summary
The Sales Pipeline Summary shows all upcoming event revenue split out by status (inquiry, prospect, tentative, or definite), grouped by the event’s end date.
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Revenue Pace Report
This pace report is meant to serve as an introduction to one of the many techniques that can be used for reporting pace. This report compares the amount of revenue booked within the current fiscal year to the past fiscal year.
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Event Prospects and Inquiries by Lead Source
This report shows prospects and inquiries over a given time range based on lead source. Additionally, it shows event information, status, account name, and estimated revenue.
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Event List by Month with Market Segment
This report is a list of events along with their respective market segment and account name, broken out by month.
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Event List by Month with Lead Source
This report will give a list of events with their respective lead source and account name broken out by month.
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Events
Daily Function Schedule
The Daily Function Schedule report allows you to see all functions in order of the start time of the function on their respective date. This report shows the function start time, function end time, event name, function name, function room, function room setup.
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Event Activity Report
This report shows all new events added, confirmed, lost, or cancelled over a given time frame.
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Confirmed Events per Year
This report shows the number of confirmed events over a given time range. It shows the event name, start-end dates, and event type by month. Totals are also included using the Unique IDs.
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Performance Days vs Non Performance Days
This report breaks down every event that has a function marked as a performance by the total number days for the event and the number of performance days. Will show total number of performances on an event.
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Operations
Stock Levels Summary Report
The Stock Levels Summary report allows you to see all of your items allocated each day compared to the total stock level. This report is great to check for overallocated stock levels, as well as for an operations team to have for day-by-day information on the number of respective items that will be needed.
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Finance
Invoices With Balances Due Report
This report looks at every invoice that has a balance due based on the due date of the invoice.
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Unallocated Payments Report
This report will show all unallocated payments over any given time frame based on when the payment was received.
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Aging Invoices Report
The Aging Invoices report is based on the standard aging invoice report you can find within your account, but gives you the flexibility to export in all Insights formatting options. It also allows you to include additional information. The report will show how long an invoice is overdue by allocating the money to one of the following columns: Current, 1-30 days, 31-60 days, 61-90 days, 91-120 days, and Over 120 days. This allows the user to see how much money is overdue for each account by how long it has been overdue, as well as venue-wide totals.
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GL Code Item Allocation Report
This report shows all items that have been allocated to an event over a user-defined time frame grouped by their GL Code. This allows the user to see the total revenue for each GL code over a given time frame.
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Occupancy
Occupancy Report
The Occupancy by Area and Days report allows you to examine the utilization of the space in your venue over a user-defined time frame.
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Tasks
Completed Tasks Report
The Completed Tasks report shows all completed tasks over a user-defined date period based on the completion date of the task.
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Overdue Tasks Report
The Overdue Tasks report allows you to look at all incomplete and overdue tasks as of the day the report is generated. This report shows who has been assigned the task, the due date of the task, the task type, the event name, the account associated with the task, and all of the contact information of the task contact.
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Dashboards

General
Marketing Dashboard
The Marketing Dashboard is for marketing managers who are looking to better understand their past, current, and future business.
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Space Usage by Venue Dashboard
The Space Usage By Venue dashboard can be used to see the number of instances a space usage has been assigned to a booked space. This dashboard will show you the breakdown between event days, move in/move out days, and dark days.
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Attendance Dashboard
This dashboard shows a breakdown of total attendance by business classification, event type, performance, and event over a selected date range.
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Event Breakdown
This dashboard presents the breakdown of events in four different ways.
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Event Attendance (Post Show Attendances)
This dashboard generates a list of all events that have performance functions that have created post-show reports for attendance numbers. The results are summarized by event and are sorted in descending order by the total event attendance.
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Booking
Booking Dashboard
This dashboard is built for bookers at a venue and shows revenue grouped by event type, upcoming event ticket sales, active tentative events, and booked space usage.
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Contracts and Proposals Pipeline Dashboard
The Contracts and Proposals Pipeline dashboard is for Account and Sales Managers to track outstanding contracts and proposals in the contracting workflow. This dashboard is meant to give a high-level view for users that are planning on using our proposal and contract features.
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Booking – Bookings Analysis (Graphical)
This dashboard shows a breakdown of booking for all the events from a selected date range by various metrics.
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Finance
Finance Dashboard
This finance dashboard allows a user to track all invoices and payments received.
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Revenue Goals Dashboard
The Revenue Goals dashboard is designed for venues to track current revenue for the year compared to their goals set for the year.
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Revenue Review Dashboard
The Revenue Review Dashboard is built to show how your revenue is tracking in comparison to the year before. This dashboard looks at the revenue booked by month versus last year, the estimated versus actual revenue comparison, and the revenue percentage by event type.
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Sales Pipeline Dashboard
The Sales Pipeline Dashboard is built to show how your revenue is tracking for future years as well as your pace for the current year.
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Operations
Department Requirements Dashboard
The Department Requirements dashboard is a tool for your operations team and others to see all items that are allocated to their departments or their assigned rooms over a date range. This dashboard shows the date and time, event, function, room, department, category, quantity, and note applied for each item.
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Operations Dashboard
The Operations Dashboard is for Operations Staff and Managers to track the immediate, necessary information within their venue, including a function schedule, stock levels, and tasks.
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