Revenue Reporting
The Revenue tab on your Stats page is where you see how much your events brought in, where the money came from, and how much of the picture you’re actually capturing. It draws entirely from the Revenue field on your Event Recap form, so the more recaps your team fills in, the more accurate the numbers.
This page covers how to read the Revenue tab, what each widget tells you, and how to spot whether your data is complete.
How Revenue Reporting Works
Every time someone on your team fills out an Event Recap with a Revenue amount, that number flows into the Revenue tab. The widgets roll those amounts up by period, venue, occasion, day of the week, and a few other cuts.
Revenue counts only events that reached Booked, Confirmed, or Completed in the date range you have selected. Inquiries that were Lost, Cancelled, or are still in Discussion don’t contribute.
Three things shape what you see:
- Date range. The filter at the top of the Stats page. Widgets compare this period to the previous period of the same length, so a one-month view shows a one-month change.
- Venue filter. Single venue or all venues in the organization.
- Currency and value type. Set once at the organization level (Settings → Event Management). Every venue reports the same way. If your team has entered amounts in mixed currencies during the period, widgets will show a “mixed currencies” notice instead of a misleading total.
Getting to the Revenue Tab
- Open the Paloma Dashboard.
- Click Stats in the sidebar.
- Click the Revenue tab.
- Choose your date range and venue filter at the top.
If the tab is empty, it means no events in the selected range have a recap with a Revenue amount yet. Filling in recaps brings them in.
Reading the Widgets
The four headline numbers
| Widget | What it tells you |
|---|---|
| Total Revenue | Sum of every Revenue amount on events that finished in the selected period. The trend arrow compares to the previous period of the same length. |
| Revenue Per Event | Average across events that have a recap with a Revenue amount. Open the widget to see the median and the range. If the average and median are far apart, a few outlier events are pulling things one way. |
| Average per Guest | Total revenue divided by total guest count, across events that reported both. Useful for tracking per-head spend over time. |
| Revenue Coverage | The share of completed events that have a Revenue amount recorded. This is the honesty check on every other number. See below. |
Breakdowns and trends
| Widget | What it tells you |
|---|---|
| Revenue Over Time | Revenue charted across the selected period. Buckets by week on long ranges, by day on short ones. |
| Revenue by Venue | Side-by-side comparison across locations in the organization. |
| Revenue by Occasion | Breakdown by event type, like birthdays, corporate, and weddings. |
| Monthly Trend | Month-over-month line chart. A year-over-year comparison is in the works. |
| Revenue Coverage by Venue | Which venues have the most complete recap data. Low coverage at one venue means that venue’s revenue numbers are undercounting. |
| Revenue per Guest by Venue | Per-head spend, location by location. |
| Revenue by Day of Week | Which days bring in the most revenue. Helps with staffing and pricing decisions. |
| Top Events by Revenue | The highest-grossing events in the period. Click into any event to open it. |
Every widget on the page has a drill-in: click the header or the info icon and you get a breakdown of which specific events contributed, along with a “What this means” explanation of the calculation.
Coverage and Why It Matters
Revenue Coverage is the share of your completed events that have a Revenue amount recorded. If it says 60%, then four out of every ten finished events aren’t being counted anywhere on the Revenue tab.
A low coverage number doesn’t mean revenue is missing from your business. It means your reporting is missing it. The fix is the recap form: when your team fills in Revenue on each event after it wraps up, coverage climbs and every other number on the tab gets closer to the truth.
The Revenue Coverage by Venue widget is the quickest way to see which venues are falling behind on recaps.
Common Questions
The Total Revenue number looks lower than what we actually brought in. Why?
Check the Revenue Coverage widget. If coverage is under 100%, some completed events don’t have a Revenue amount on the recap yet, and they’re not contributing. Fill in the missing recaps and the total will catch up.
An event shows up on the recap but not in revenue.
The event needs both a recap and a Revenue amount filled in. The recap on its own (notes, scoring, guest rating) doesn’t count toward revenue.
Our amounts are in different currencies across venues.
The widgets show a “mixed currencies” notice when this happens in the selected period, and totals won’t render until the data is in a single currency. You can switch currencies per event on the recap form. The organization’s primary currency and value type are set once at Settings → Event Management.
What’s the difference between Subtotal, Total, and Net?
Subtotal is pre-tax and pre-gratuity. Total includes everything the guest paid. Net is what your venue keeps after fees. Whichever you choose at the organization level is what every venue reports going forward.
For anything else, reach us at concierge@palomaparties.com or book a call.