Component | Required permission | Roles with the required permission | |||||
Owner | Accountant | Coordinator | Assistant | Timer | Custom* | ||
Revenue | Event financial reports | ✔ | ✔ | ✔ | ✔ |
*Custom roles with the required permission selected.
Agency users can set the required Date range by clicking the filter icon:
Agency users can compare the performance of the current event against other events (for which the user has permission) by clicking the compare icon and then selecting up to two other events:
Note: In the Comparison view, the current event is listed on the left and the other events are listed from most recent to least recent.
Note: If an event name is too long to be displayed in full, then hovering the cursor over the event name displays the full event name in a tooltip.
Note: As the dates of the events do not generally overlap (for example, when comparing this year’s event against last year’s event), the component automatically aligns the first registration month of the events and presents a month-by-month comparison of event.
Agency users may:
- Click the Net revenue tab to view the net revenue bar chart (excludes any agency-absorbed processing fees).
- Click the Gross sales tab to view the gross sales bar chart (includes any agency-absorbed processing fees).
The Net revenue / Gross sales bar chart breaks down the net revenue/gross sales into yearly, monthly, weekly or daily intervals, depending on the selected date range. Each bar also breaks down the amount in that time interval into Registrations and Merchandise components. Hovering the cursor over a bar displays the Total, Registrations and Merchandise amounts in that time interval. Agency users can hide or unhide registrations or merchandise contributions by toggling the Registrations or Merchandise legends at the bottom of the bar chart.
The Revenue gain sources section displays a ring chart indicating the relative revenue contributions from Registrations, Merchandisesales and Other fees. Percentages and amounts for these contributions are displayed to the right of the ring chart.
The Revenue loss sources section displays a ring chart indicating the relative revenue losses from Refunds, Discounts and Other fees. Percentages and amounts for these losses are displayed to the right of the ring chart.