Use Cases:
Revenue Analysis: The report provides detailed revenue figures for various products, allowing the sales team to understand which equipment generates the most revenue.
Usage Tracking: The report includes metrics such as charged unit days and reserved unit days for each product. This information helps the sales team track the utilization of equipment, ensuring that high-demand items are available when needed and optimizing inventory turnover.
Product Performance: By analyzing the revenue and usage data, the sales team can assess the performance of different products. This helps in making informed decisions about which products to promote, invest in, or phase out based on their financial contribution and usage patterns.
Strategic Planning: The report's insights into product revenue and usage can inform strategic decisions, such as pricing strategies, discount policies, and inventory management. Understanding which products are most profitable and in demand helps the sales team focus their efforts on maximizing revenue and optimizing resource allocation.
Field Information:
Field Name | Data Type | Filter | Description |
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 |
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 Status | String | Y | The Event Status is a customer-defined field; generally used to identify the sales status of the Event. |
Order Status | String |
| The Order Status is a customer-defined field; used to identify the sales status of an order. Order Statuses effect to gear reservations is also configurable. |
Product Name | String | Y | The Product Name is the name of the Kit, Package, Normal Item, Consumable, or Container as it appears on the gear order |
Product Order Label | String |
| The Product Order Label is the name listed on the order, which may or may not be the same as the Product Name since names can be overwritten on a gear order |
Lineitem Quantity Charged | Integer |
| Line Item Quantity Charge is the quantity of a product sold on an order. |
Lineitem Charge Days | Integer |
| Line Item Charge Days is the number of days an item was charged for. |
Lineitem Quantity Ordered | Integer |
| Line Item Quantity Ordered is the quantity of a product that is ordered which may be different than the number that is charged for if back ups are needed |
Line Item Reserved Days | Integer |
| LineItem Reserved Days is the number of days that the products will be reserved for from the time it leaves the warehouse to when it is returned |
Lineitem Revenue | Currency |
| Line Item Revenue shows the revenue associated with the line item. (Qty x Charge Days x Rate)-Discount |
Product Department Name | String | Y | Product Department Name is the Department classification of a line item |
Product Category Name | String | Y | Product Category Name is the Category classification of a line item (level below Department) |
Event 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 Account Manager | String | Y | Account Manager is the resource listed in the "Account Manager" field on the event. |
Event Venue Name | String | Y | The primary Venue listed on the 'General Info' Spoke of an Event |
Event Date 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 |
Order Name | String |
| The Order Name is the Gear Order on which the item was sold |
Gear Reserved | Boolean | Y | Gear Reserved shows whether or not gear was reserved |
Order Warehouse Name | String | Y | Order Warehouse Name is the warehouse associated with the fulfillment of the item |
Order Date Leave | Date |
| The Order Date Leave is the Date noted on the Order information as the "Leaves" date or on the Event General Info: "Gear Leave Date". This is when a reservation begins |
Order Date Return | Date |
| The Order Date Return is the Date noted on the Order information as the "Returns" date or on the Event General Info: "Gear Return Date". This is when a reservation ends |
Order Group Name | String |
| The Order Group Name is the Group within which an item is nested on the Gear Order |
Lineitem Daily Rate | Currency |
| Line Item Daily Rate is the Daily Rate charged for the item before discount |
Lineitem Discount Percent | Numeric |
| Line Item Discount Percent is the percentage an item was discounted on an order |
Lineitem Discount Amount | Currency |
| Line Item Discount Amount is the calculated discount amount on a line item |