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:
- Click on the 'Reports' tab at the top of the page.
- Click on 'Sales Summary' found on the left side of the page.
- 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.
- 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!*
- 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.
- With all your filters set, its time to export to Excel! Use the 'Download Report' button.
- 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.