Reports Overview

HotelAmplify's Sales & Catering reports turn your accounts, groups, functions, and financial data into actionable insight. You will find them at Dashboard → Sales → Reports.

The reports dashboard

The reports landing page opens on an Overview tab with headline metrics - revenue, bookings, groups, and group pace - plus quick links to the most-used reports. Additional tabs organize reports by area: Financial, Sales, Groups, and Catering.

Available reports

Accounts & Contacts

• Booking Activity - booking volume and trends over time
• Top Accounts - your highest-producing accounts
• Top Contacts - the contacts driving the most business

Groups

• Contracts - group contract status and pipeline
• Group Pace - group bookings pacing against prior periods
• Group Production - room nights and revenue produced by groups

Functions

• Banquet Event Orders - BEO activity and status
• Catering Pace - catering revenue pacing
• Function Pace - function bookings pacing
• Function Space Utilization - how efficiently your event space is being used

Financials

• Revenue Analysis - revenue broken down by period
• Revenue vs Budget - actuals compared to budget
• Payment Schedules - upcoming and past-due payments
• Lost Business Analysis - why business was lost and what it was worth
• Sales Productivity - activity and results by salesperson

Running a report

1. Open the reports dashboard and pick a report.
2. In the configuration dialog, choose a date range (the current month is pre-selected) and any report-specific options.
3. Click Run Report to generate it.

See Custom Reports for how to tailor a report's parameters and filters, and Exporting Reports for getting the results out as a PDF.