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Revenue

Understand Your Revenue with the Booked Revenue Report

Engagifii’s Booked Revenue Report is designed for accounting and finance teams who need a reliable, transparent view of revenue that has been invoiced. This report focuses on booked revenue rather than payments received, making it easier to accomplish month-end closes, audits, and posting accurate journal entries. With flexible grouping and deep drill-down capabilities, teams can confidently trace and explain every dollar of revenue shown.

BRR

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View Revenue, Grouped by Month

The BRR allows users to view booked revenue month by month, making it easy to understand when revenue was generated. You can select a single month or a range of months to analyze activity over a specific period. Within each month, revenue can be broken down by items, like events, classes, awards, maintenance, manual invoices, exhibitor booths, and additional booth staff. This view is especially useful for the month-end close and financial reporting.

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View Revenue, Grouped by Item

Alternatively, group by item, then by month within the item. This helps you understand trends over time, like when event registrations actually roll in. This view is particularly valuable for evaluating event performance and supporting audit requests tied to specific programs.

Drill Down into Revenue Details and Download Reports Easily-4

Drill Down into Revenue Details and Download
Reports Easily

Every value in the report is clickable, allowing you to drill down from high-level totals to supporting details. You can start from the grand total, drill down into a specific month, then to an item, and finally view the list of invoices with links to check the full details of the transaction. Credit notes are included in this drill-down, making it clear how cancellations and modifications affected net revenue.

You can export the full Booked Revenue Report to Excel based on the filters they've applied, making it easy to analyze totals, review credits, and prepare financial summaries offline.

 

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