The Revenue by Manager report summarizes revenue associated with managers assigned to events. It provides insight into manager performance over a selected reporting period, with options to analyze gross or net revenue and view results by month, quarter, or year.
Description
This report uses the manager fields defined on the Event Detail form to provide a revenue summary of each manager's performance during a selected reporting period.
You can limit the analysis to specific manager types, such as Sales Manager, Catering Manager, Service Manager, or Exhibitor Service Manager. This allows you to focus on the manager fields your organization uses.
The report also allows you to select gross or net revenue and organize results by month, quarter, or year.
Report Example
Available Filters
Use the following filters to define the reporting period, select the revenue included, and control how manager performance is summarized.
| Field Name | Available Values | Default |
|---|---|---|
| Starting Show Start Date | Any date | January 1 of the current year |
| Ending Show Start Date | Any date | December 31 of the current year |
| Status(es) | Payment Pending Confirmed Cancelled Closed |
Payment Pending Confirmed Closed |
| Customer Type(s) | All customer types defined in your system | Exhibitor (excluding Show Management) |
| Revenue to Use | Gross (includes tax and gratuity) Net (excludes tax and gratuity) |
Gross |
| View By | Months Only Quarters Only Months and Quarters Yearly Totals Only |
Months Only |
| Manager(s) | Sales Manager Catering Manager Service Manager Exhibitor Service Manager |
All Manager Types |
Filter Details
Starting Show Start Date and Ending Show Start Date: Define the range of event start dates included in the report. By default, the report covers events starting during the current calendar year.
Status(es): Determines which order statuses are included in the revenue analysis. By default, Payment Pending, Confirmed, and Closed orders are included. Cancelled orders are excluded unless explicitly selected.
Customer Type(s): Allows you to select which customer types are included in the report. By default, the report includes Exhibitors but excludes Show Management.
Revenue to Use: Select Gross to include tax and gratuity in the revenue amounts, or Net to exclude tax and gratuity. Gross revenue is selected by default.
View By: Determines how revenue is summarized over time. Options include monthly totals, quarterly totals, both monthly and quarterly totals, or yearly totals only.
Manager(s): Determines which manager types are included in the analysis. You can select Sales Manager, Catering Manager, Service Manager, or Exhibitor Service Manager. All manager types are included by default.
Tip: Use Manager(s) to focus on the management roles your organization actively uses. Select Months and Quarters under View By to compare manager performance across both reporting periods.
Sample Report
Open the Revenue by Manager PDF to see an example of the finished report, including revenue summaries by manager for the selected reporting period.