How to generate and view sales reports
This report conveys a variety of statistics relating to bookings that occurred within a specified date range.
It presents aggregate statistics over the period including number of:
Bookings
Items
Product types
Booking channels
Booking segments
Gross Sales
Net Sales
It also drills down to present results such as:
Sales by Category
Sales by Product
Sales by Instructor
Sales by Booking channel
Sales by Booking segment
Sales by Customer Country
Both totals over the period and value for each day in the period are presented. This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Reports → Booking Statistics Report II
This report conveys the timing of booking creation and cancellation. It can be used to answer questions such as:
What months are most of our bookings made?
When are our winter bookings made?
How many of our bookings end up being cancelled?
How do bookings this year compare to bookings last year?
To access the report:
Navigate to Reports → Booking Creation and Cancellation
This report provides an overview of received and pending payments, allowing you to:
View all payments received and pending that fall within a given date range.
View the total amount due to be received each month in the specified period. For past dates the total amount received is also shown.
Generate results for nightly audit of a sales desk.
The report presents:
Invoice ID
Invoice Date
Invoice Amount
Invoice Due Date
Invoice Notes
Payment Date
Payment Amount
Payment Method
Payment ID
Payment Notes
Editable / Not Editable
Booking ID (1st booking in Package)
Vendor (1st in Package)
Package Start Date
Package End Date
Lead Guest
Booking Status
This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Reports → Payments Report
This page allows you to list bookings via a number of criteria including:
Search by Date
Search by Guest
Search by ID
Search by Payment Status
This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Bookings → Search Bookings
How to generate and view operations reports
This report provides details of instructor hours and salary over a period, it can be filtered by Category, Tag and instructor Ski / Snowboard / Telemark level.
This report is intended to help manage fair allocation of hours and pay across a group of instructors.
To access the report, navigate to https://apps.roomboss.com/hours
This report provides details on instructor salary, lessons and activities over a date range of interest.
In a nutshell you are able to:
Know how much to pay your instructors.
See where the wage costs are being accrued across lesson and non-lesson work.
View and compare profitability of lesson types.
Get an idea of how evenly spread work is across your instructors.
To access the reports:
Navigate to Reports → Timesheet Report
Select Vendor from the drop down menu
Select From and Until
Select additional Variable Pay Controls if required
Click on the Show / Refresh button
Click on the Click to see if report generation has completed... link
There are 3 report options:
Download Instructor Timesheets (Excel format)
As described earlier this can be used by payroll to facilitate payment of instructor wages.
Download M2 Report (PDF format)
This report is intended to be a snapshot of activity over the date range you select, these can include:
Sales by Date.
Sales by Product.
Instructor Wage Breakdown by Activity.
Revenue : Instructor Wage as Percentage of Revenue by Product and Activity.
Instructor Overview with average hours, income, hourly rate. Plus a scatter chart to show variation of hours and income across instructors.
Download Category Report (Excel format)
This reports shows Sales Revenue & Wage Cost by Category that can include:
Breakdown by Category, Product and Activity.
Aggregate results over a date range you select plus day-by-day results.
RoomBoss includes an integrated module to receive customer feedback on the service(s) they've booked. The module also seeks feedback on the resort as a whole, which can be key as a part of an overall Destination Management strategy.
For booked services and the resort area our feedback form asks the customer:
To give a rating (1 to 5).
Would they recommend the service to other travellers (yes or no).
To give a review for other travellers.
To give feedback to you about anything they think can be improved.
A concise quick-to-complete survey maximises the chances a customer will participate and provides the right information for analysis.
It is possible to include a feedback form as part of the automated email sent to customers after lessons have concluded.
Benefits of automating feedback across all customers:
An efficient way to stay informed on levels of customer satisfaction.
Feedback is connected to the lesson; easily identify if a service delivery issue exists with a particular lesson type, or instructor.
Have the information on hand to be able to react and thereby help ensure customer expectations are met or exceeded.
To view customer feedback:
Navigate to CRM → Client Feedback
We are available to analyse customer feedback, including the free text comments they provide, and to report findings to you.
Please contact us for details.
How to generate and view sales and operations reports
This section provides guidance on the different types of sales and operations reports that exist in the SSMS.
