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
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