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What is the Sales Summary?

Ed Mikalunas
  • Updated

What is the Sales Summary?


Keeping track of incoming revenue and analyzing your sales according to specific years, months, event owners, locations, and event statuses is a vital part of running your business. All of this is possible using Gather's Sales Summary! To pull your own customized Sales Summary, follow the steps below:

  1. Click on the 'Reports' tab at the top of the page. 
  2. Click on 'Sales Summary' found on the left side of the page.
  3. The Sales Summary automatically pulls up sales from events This Year - not including Canceled Status. Adjust each filter (Owners, Locations, Event Date, Statuses) to generate a specific report.
  4. Select desired financial data by clicking on the 'Add up the ________ ' option in the upper left-hand corner of the report. You can also update the graph to show a quarterly view or to hide the prior year. 

     Note: Find out more about the  'Add up the ________ '  options below!*
  5. At the bottom of the Sales Summary, you'll see a running total of total sales broken down by the Current Year and the Current Month.
  6. With all your filters set, its time to export to Excel! Use the 'Download Report' button. 
  7.  Save this file to your desktop and email or print this out for your team as needed! 

  • Grand Total: Grand Total shows the financial total for all items in the Event Summary, inclusive of any fees, taxes, and gratuity.
  • Total Charges: This aggregates the financial total for each event based on their menus within the Event Summary.
  • Total Paid: This shows the amount of money received to date from your clients.
  • Amount Due: This shows the total amount of remaining money due from your clients.
  • Grand Total (Actual): This is the Grand Total your client actually paid for their event. This number is entered when you close out an event.
  • Total Charges (Actual): This number represents the final Total Charges for your client's event. This number is also entered when closing out an event.
  • Guest Count: This will display the guaranteed number unless you have not inputted a number in this field. If the guaranteed field is left blank, the report will pull the estimated guest count number instead.