CRM Reports - Lead Source Report

Modified on Mon, 17 Oct 2022 at 01:04 PM

This report shows historical and future revenue aggregated by booking source and date of stay. It will automatically populate information for the current month. 

This revenue is made up of all transactions against a reservation (and related reservation items) including accommodation, food, drinks, and related charges.  


The number of bookings includes all bookings made within the selected date range and will only include reservation items that have not been cancelled or marked as No Show. 


If you hover over the columns within the graph, here you will see the number of bookings and revenue per source.  


Underneath the graph is a daily breakdown by source, number of bookings and revenue. 




Editing your report 

You can edit the graph by changing the from and to date. There is a search box to filter by source options and a drop down in the source box to filter this even more. You can also filter by room type. 


You can download this in PDF or CSV format by clicking the download button. Please note, the graph on the top of the page is not included in the download. If you right click on the image this can be copied / saved. 

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