Reporting and Tracking:

  • Web-based Briefing Center Utilization Reports:
  • Most Utilized Briefers/Speakers
  • Most Popular Topics / Demos
  • Room and Briefing Center Utilizations
  • User Login Frequency and Activity
  • Web-based Revenue Reports:
  • Revenue Potential / “At Risk” Revenue
  • Won / Lost Revenue
  • Percent Won / Lost / Project Cancelled Charts
  • Revenue by Customer, by Customer Type, by Business Unit, by Region
  • Flexible Reporting: Searching, Sorting and Subtotaling:
  • by Visit Date Range
  • by Briefing Center or Across all Briefing Centers
  • by Status (Tentative, Confirmed, Closed, Cancelled)
  • by Event Type (Briefing, Demo, Tour, Internal)
  • by Sales Region, Business Group, and/or Account Type
  • Scorecard report / Attendee Role Reports (the newest reports)
  • Monthly and year-to-date completed, cancelled and future visits
  • Summary of the number and types of attendees by date range
  • All Reports can be Printed, E-Mailed, or exported to MS Excel
  • Agenda and meal reports can be exported to MS Word


  • Close Window