Analyze Sales by User and Marketing Source
Think about the team managing your bookings: who's closing the most deals, and where exactly are those opportunities coming from? This report reveals that with precision, allowing you to recognize individual effort and fine-tune your acquisition channels. It's not just numbers; it's the motivation that comes from seeing concrete results, and the guide to better invest in marketing without wasting resources.
What is this report?
It's a list detailing sales according to the user who registered them in the system. For example, you might see that a user like Lisa has generated €21,726.20 without a specific source, while another like Robin totals €6,224.39, giving you a complete overview.
Key Benefits
This tool empowers you to compare the performance of your users in Avantio, identifying who is entering more bookings and how different sources contribute. This way, you can optimize incentives or training, and evaluate the effectiveness of campaigns. On the other hand, if you notice a portal generating little, you could redirect efforts to more profitable channels, like adjusting sails on a boat to sail faster.
Useful Tip: Use it for team meetings; highlight individual achievements and foster healthy competition that boosts overall sales.
How to Set It Up and Generate the List
The process is intuitive, with filters that adapt the data to your specific questions. Follow these steps to access:
Go to the "Reports" tab.
Select "Management."
Click on "Sales by User and Marketing Source."
Next, apply filters to refine:
By check-in or check-out date (for holiday periods).
By type of bookings (e.g., direct or intermediated).
By portal (like Booking or Airbnb).
By booking date.
By building (useful if you manage multiple properties).
The result shows a table with columns like attended user, marketing source, total amount, and number of bookings.
Attention to Detail: Always include the filter by booking date if you're looking for recent trends; otherwise, you might mix outdated data.
Export and Print
Export the data in formats like Excel, CSV, or PDF for in-depth analysis or external reports. Or print them directly, ideal for quick team reviews.
Additional Resources
Frequently Asked Questions
What marketing sources does the report include? It covers channels like specific portals (e.g., no source, or named like Booking), based on how the bookings were registered. If one is missing, check the source configuration in your system.
Does the amount include extras or just the base booking? It focuses on the total amount of the bookings but does not break down extras; for that, combine with "Extras Summary."
What if no data appears for a filter? Expand date ranges or remove restrictions; if it persists, confirm that there are bookings registered by users in that period.
Does it include the number of bookings in addition to the amount? Absolutely, the table shows both the amount by user and source and the booking count, for a balanced view between volume and value.