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1. Sales By Source

Reference Number: AA-00655 Views: 4918 Created: 2011-12-13 10:25 Last Updated: 2017-10-12 09:23 0 Rating/ Voters

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Sales By Source Report

Generate a Sales By Source Report

Export a Sales By Source Report to Excel

Drill down into the Sales Per Vehicle category


Sales By Source Report

The Sales By Source Report displays sales figures by booking source over a selected date range.


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Generate a Sales By Source Report

1. On the Reports menu, click the "Hireage and Sales Reports" tab.

 

2. Click "Sales By Source Report" (see Fig. 1).

 


Fig. 1. Opening the Sales By Source page

 

3. On the Sales By Source page (see Fig. 2): 

  • A. Select either a location or region. If a region is selected the location will be disregarded.
  • B. Select a brand to view sales for. 
  • C. Select a Vehicle Category Type and Vehicle Category to view sales for.
  • D. Select a Campaign Code to view sales for. 
  • E. Select a booking status, only sales from bookings with the selected status will be displayed. 
  • F. Select a date range that applies to either Date Entered, Dropoff Date or Pickup Date of the bookings.  


Fig. 2. Sales By Source Report options

 

4. Click "View" to generate a report ordered by rental source (see Fig. 3).

 


Fig. 3. A generated Sales By Source Report

 

NOTE: For more details on booking sources, see the Rental Source user manual.

 

Once you generate the report, there are a number of options for exporting the report. You can also drill down into the details of the bookings per booking source.

 

NOTE: Table 1 shows descriptions of each column found on the Sales By Source Report.


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Exporting the Sales By Source Report

1. Generate a Sales By Source Report (see Generate a Sales By Source Report).

 

2. After generating the report, there are a number of export options (see Fig. 4).

  • A. Print the report.
  • B. Copy the report to your clipboard.
  • C. Download the report as a Microsoft Excel file.
  • D. Download the report as a CSV file.
  • E. Download the report as a PDF file.



Fig. 4. Report export options


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Drill down into the Sales Per Vehicle category

1. Generate a Sales By Source report (see Generate a Sales By Source Report).

 

2. Click the name of a booking source (highlighted in red) to view the details of the bookings for the booking source (see Fig. 5). 

 


Fig. 5. Drill down into the sources

 

Table 1. The Sales By Source Report columns

Column Name

Description

Rental Source

The source of the booking. The rental/ booking sources are maintained under the Rental Source submenu in System Setup. For more details, see the System Setup user manual.

No. of Contracts 

The total number of contracts for the rental source

No. of Contracts Percentage

No. of Contracts per rental source / Total No. of Contracts

Insurance Applied %The percentage of contracts per rental source that have insurance applied to them. 

No. Days

The total number of days hired for all contracts

Rental Revenue

No. of Days Hired x Daily Rate

Insurance RevenueRevenue generated from insurance.

Other Extras Revenue

Total of all extra fees charged, excluding Recovered Expenses and Bond Fees

Total Revenue

Rental Revenue + Extra Revenue

Revenue Percentage

The total percentage of revenues generated from the rental source

LYTDSales from one year ago to the present date 
2YTD Sales from two years ago to the present date 


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