Use Cases:
Margin Tracking: This report helps businesses stay on top of estimated revenue, costs, and margins for gear rentals on events as well as monitor discounts. Gear Margins are critical to maintaining a profitable business and this report enables businesses to track quoted margins and make it easy to identify events where margins are outside their desired range.
Field Information:
Field Name | Data Type | Filter | Description |
Event Name | String |
| The Event Name or "Event" field is the common title of an Event; visible in calendar views, orders, reservations, and crew-facing communications |
Event Code | String |
| The Event Code or "Event ID" is a system-generated or customer-generated identifier for events. There can only be one Event Code/ID per Event. Settings for the Event Code/Event ID are located in Company Settings>General>Event Settings |
LASSO Status | String |
| The LASSO Status is an automated event status based on whether the event is future or past, as well as if it has been published to crew |
Event Status | String | Y | The Event Status is a customer defined field- generally used to identify the sales status of the Event. |
Account Manager | String | Y | Account Manager is the resource listed in the "Account Manager" field on the event. |
Client | String | Y | The Client listed on the 'General Info' Spoke in an Event. This is primarily the name of a company, not the primary contact |
Venue | String |
| The primary Venue listed on the 'General Info' Spoke of an Event |
Market | String |
| Market is the major market as identified by the airport code of the event Venue |
Event Start | Date | Y | The Event Start Date is the first date listed for the event in "event dates" in the 'General Info' Spoke in an Event |
Event End | Date |
| The Event End Date is the last date listed for the event in "Event Dates" the 'General Info' Spoke in an Event |
Quote Approved Total | Currency |
| Quote Approved Total is the total amount of confirmed quotes associated with the event |
Quote Declined Total | Currency |
| Quote Declined Total is the total amount of declined quotes associated with the event |
Confirmed Gear Revenue | Currency |
| Confirmed Gear Revenue is the total amount of revenue on confirmed gear orders for the event |
Confirmed Gear Cost | Currency |
| Confirmed Gear Cost is the total cost of gear on confirmed gear orders for the event |
Confirmed Gear Margin | Numeric |
| Confirmed Gear Margin is estimated margin based on the revenue and cost totals for gear on the event |
Confirmed Gear Discount Amount | Currency |
| Confirmed Gear Discount Amount is the total value of the discounts that are applied on the confirmed gear orders for the event |
Confirmed Gear Discount Percent | Numeric |
| Confirmed Gear Discount Percent is the discount amount as a percentage of the total revenue on confirmed gear orders for the event |