In this section
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 Revenue | Revenue 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
|
| LYTD | Sales from one year ago to the present date |
| 2YTD | Sales from two years ago to the present date |
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