You now have more control over how your revenue is reported! In
Group Settings
, you can choose whether your reports and dashboards are based on the Grand Total
(the full contract value including taxes and fees) or the Subtotal
(the base amount before taxes and fees).This is an
organization-level setting
, so everyone sees the same version of the numbers. Changes take effect instantly after a page reload — and you can switch back anytime with a single toggle.💰 How it works now (Grand Total mode — the default):
- Leads / Qualified:Event value = the event’s budget
- Proposal Sent / Confirmed / Balance Due:Event value = contract grand total
- Completed:Event value = payments collected minus refunds
This means your dashboards and reports reflect the
total
contract amounts (including taxes and service fees).🧮 How it works when you switch to Subtotal mode:
- Leads / Qualified:Still based on the event’s budget (no change)
- Proposal Sent / Confirmed / Balance Due / Completed:Event value = contract subtotal
- Completed events imported via data migration: Event value = payments minus refunds (since contract items weren’t imported)
When using Subtotal mode:
- On the Active Events Dashboard, the “Proposal Sent” and “Confirmed” summaries will show subtotals instead of grand totals.
- “Completed YTD” values will be based on subtotals rather than collected payments.
- The Valuecolumn in your events table will match your selection — showing subtotals instead of grand totals for relevant statuses.
- In Reports & Analytics, the “Completed Totals” section and Goals will update to match your chosen mode.
- You can even set separate goalsfor Grand Total and Subtotal targets!
(Don’t worry — the Balance Due summary still shows what’s owed to the venue, just like before.)
This update gives you a new level of flexibility in how you measure revenue — whether you want the
big picture (Grand Total)
or the base business number (Subtotal)
. Try it out in Group Settings → Report Settings!
