Bookings Summary Report

The Bookings Summary Report provides an overview of all projects within a selected timeframe, including the number of projects created, the number of those projects that were officially booked, and the total booked revenue. It helps track sales performance and revenue trends over time.

Use This Report to Answer Questions Like:

How much revenue did we book last month?
How many projects did Salesperson X book this year?
Which branches are driving the most revenue?

Report Inputs (Filters at the Top)

These filters allow you to customize which data is displayed in the report:

Input	Description
Date Range	Select the time period you want to review. You can pick predefined ranges (e.g., This Year, Last Month) or set a custom date range manually. The report only includes projects that fall within the selected range.
Branch	Filter results by branch. Only projects associated with the selected branch will be included. If left blank, all branches are shown.
Salesperson	Filter projects by the salesperson assigned to them. Useful for reviewing performance by individual team members.
Project Type	Limits results to specific types of projects (e.g., Local Move, Storage, etc.). If left blank, all project types are included.
Project Tags	Filter by tags assigned to projects. Tags are typically used to categorize projects further (e.g., VIP Client, Referral, etc.).
Include Cancelled Jobs	A toggle switch that determines whether cancelled jobs are included in the results. If turned off, cancelled jobs are excluded from both counts and revenue totals.

How Filters Affect the Data

Changing the Date Range will update both the summary table and project details to include only projects within the selected dates.
Selecting a Branch, Salesperson, Project Type, or Tags will narrow the results to only those matching your selection.
Enabling Include Cancelled Jobs will add cancelled jobs back into the count and revenue totals (if they had any booked revenue).

Report Sections

1 - Bookings Table (Summary View)

This section summarizes the total number of projects, how many of them were officially booked, and the revenue for those booked projects—grouped by month.

Column	Description
Month	The month and year of the projects. Click the arrow next to the month name to expand and view individual dates.
Projects	The total number of projects created in that month or day (whether booked or not).
Booked #	The number of projects that were officially booked in that month or day.
Booked Revenue	The total revenue for the booked projects in that month or day.

2 - Projects Table (Detailed View)

When a month is expanded, or if you scroll down, you can see a detailed list of individual projects that meet the selected filters.

Note: Visibility of the fields can be toggled on and off by clicking the gear icon within the table and selecting or deselecting the checkbox.

Column	Description
Project	The unique project ID (clickable link).
Branch	The branch responsible for the project.
Client	The client associated with the project (clickable link to the Supermove office app profile).
Project Type	The type of project (e.g., Local Move).
Status	The current status of the project (e.g., LEAD, BOOKED).
Start / End	The start and end dates of the project.
Revenue	The booked revenue for that project.
Origin Full Address	The address of the first location on the project.
Destination Full Address	The address of the final location on the project.
Contact Email	The email of the project's point of contact.

Export Options

Summary Table Download (top-right of summary table) – Download the summarized bookings by month.
Detailed Projects Download (top-right of projects table) – Download all projects meeting the selected filters in CSV format.

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