Operator Sales Report
Purpose:
The Operator Sales Report displays reservations made by operators. This report is useful in tracking an operator’s bookings and may contribute to tracking KPI’s and individual sales targets.
The report can be run for all operators, or individual operators and can be filtered by Booking Status. It also breaks down the revenue into rental sales, extras and insurance.
Accessing Operator Sales Report:
Reports >> Daily Activity Reports >> Operator Entry Report >> Operator Sales Report
Parameters/Filters:
Pickup Location | This report can be all for All Locations or a specific pickup location. |
Operator | This report can be run for All Operators or a specific operator. |
Booking Status | This report can be run for one of the following booking statuses:
|
Date Range Type | This report can be run using one of the following two types of dates:
|
Date Range | The date range that will be used for either the Pickup Date or the Date entered. |
Example:
Res # | The reservation number of the booking. Clicking on the red reservation number will open the Booking Details screen. |
Category | The Vehicle Category against the booking |
Customer | The name of the customer against the booking |
Pick Up | The pickup location and date of the booking |
Drop Off | The drop off location and date of the booking |
Date Booked | The date this booking was created |
Booked By | The name of the operator who created this booking |
Source | The rental source against this booking |
Agency | The name of the agency against the booking. If it is not an agent booking, this field will be blank. |
Rental Days | The number of rentals days for this booking. |
AVG Rate | The average daily rate for this booking. |
Rental Sales | The total cost of the rental revenue for this booking |
Insurance Sales | The cost of the insurance option against this booking |
Extra Sales | The cost of all of the extra items against this booking |
Total Sales | The total amount of this booking, this is Rental Sales + Insurance Sales + Extra Sales |
Points to Note:
- When ‘All Bookings’ is selected, the report will include unallocated bookings, the report does not include cancelled or maintenance bookings.
- When a quote is converted to a booking, the Booked by value will be reset to the person who converted the quote to a booking.
Printing/Exporting:
Click Here for details on how to print or export a report from RCM.
Relevant Links:
Operator Sales by Source
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