Learning Objectives

Report Overview

The Event Forecast Report is a standard report that is used by the catering team. It allows catering managers to analyse total revenue by event type and status for a specified date range.

Report Uses 

This report is used by catering managers to forecast event revenue.

How to Run the Report

To run the report, follow these steps: 

1. Click on the ‘Reports’ tab, ‘All Folders’ on the left side, and click on ‘Thynk Reports’.

2.  Find the ‘Event Forecast Report’ and click on it. 

3. As in other reports, this will run using predefined filters: 

• All bookings

• Date - default to next 30 days

• Close Reason not equal to Lost, Cancelled and Refused (i.e. Definite status only or Closed Reason: Won)

• Record Type - not equal to maintenance (excludes those that are OOO)

• Accounting Category - not equal to Accommodation

• Status - default to all but Closed-Lost, Canceled, Refused

4. As always with any report,  you can edit these filters if needed by editing the report.

5. And, you can click into any of the bookings you see listed in the report. 

Information Displayed on the Report  

The following information appears on your report:

1. Immediately under the report name, you will  see the ‘total revenue excluding taxes’ in the selected currency, and the ‘Total Guests’.

2. Under this, the information is organised by booking status, and accounting category.  You can see by event date, the booking name, the total revenue excluding taxes, total guests by ‘Accounting Category’ - in this example:  ‘Accommodation’. 

3. Moving to the right, you see the next Accounting Category  Food & Beverage totals. 

4. Scroll all the way to the right for totals per day. 

5. Keep scrolling down to see all your events in the next 30 days. 

6. On the bottom, there are totals, once again.

7. The totals under each column are totals by Accounting Category.  

Resources 

1. How to Edit Reports and Dashboards - Knowledge Base artic​le