Event Inquiry Source Report

📆 Revision Date: 20 Jan 2026

The new Inquiry Source Report helps you understand exactly where your inquiries are coming from and which channels deliver the greatest impact. By tracking inquiries across sources such as websites, social media, referrals, and marketing campaigns, this report provides clear insight into lead volume, conversion progress, and revenue contribution.

With detailed columns for Origin, Number of Leads, Status, Converted Inquiries, and Revenue, teams can easily evaluate source performance, measure conversion effectiveness, and identify the most profitable channels driving your sales and catering business.

Report Date Range: This report can render the data for up to 365 days in the past or future.

Event Inquiry Source Report

Event Inquiry Source Report – Dynamic View Overview

The Event Inquiry Source Report (Dynamic View) includes 12 columns of data. Users can customize the view by repositioning or hiding columns using the Configure (⚙️) icon located on the report page.

Below is a list of all available column names along with their descriptions.

Column Name	Column Description	Amount Includes Taxes and Fees	Amount Calculation or Source of Data
Converted Inquiries	Converted Inquiries are inquiries that successfully move through the sales process and result in a prospect event, reflecting effective lead follow-up and sales performance.	Yes No Text Field Only	Total Converted Inquiries = Count of inquiries with a Converted status where the conversion date falls within the selected reporting period.
Dormant	Dormant inquiries are inactive leads with no current follow-up or engagement. These inquiries remain in the system for reference and potential reactivation.	Yes No Text Field Only	Total Dormant Inquiries = Count of inquiries with a Dormant status where the date falls within the selected reporting period.
In Progress	In Progress indicates inquiries that are actively being worked and are currently moving through the sales process, but have not yet been converted or closed.	Yes No Text Field Only	In Progress Inquiries = Count of event inquiries with an active status that are not yet converted or closed, within the defined reporting period
Lost	Lost inquiries refers to potential inquiries that did not materialize — meaning a lead or opportunity that was pursued but ultimately did not convert into a prospect event. Note: Lost business is defined as an inquiry or event with a cancelled status.	Yes No Text Field Only	Total Lost Inquiries = Count of inquiries with a Lost status where the date falls within the selected reporting period.
Lost Revenue	Lost Revenue represents the estimated revenue associated with inquiries or events that did not convert into a prospect booking. This reflects potential revenue that was not realized during the reporting period.	Yes No Text Field Only	Lost Revenue = Sum of the estimated revenue for all inquiries closed as Lost during the defined reporting period
No. of Leads	No. of Leads represents the total count of event inquiries received from a specific source during the selected reporting period.	Yes No Text Field Only	No. of Leads = Count of unique event inquiries created from a specific source during the defined reporting period
Open	Open indicates inquiries that have been received and recorded in the system but have not yet been acted upon or assigned for follow-up.	Yes No Text Field Only	Open Inquiries = Count of event inquiries received during the defined reporting period that have not yet been acted upon or moved into an active status (In Progress, Converted, Lost, Dormant, etc.)
Qualified	Qualified indicates inquiries that have been evaluated and meet the criteria to move forward in the sales process, representing viable sales opportunities.	Yes No Text Field Only	Qualified Inquiries = Count of event inquiries that meet predefined qualification criteria and are approved to move forward in the sales process during the defined reporting period
Revenue	Revenue represents the total value of confirmed bookings or converted inquiries associated with each inquiry source during the defined reporting period.	Yes No Text Field Only	Revenue = Sum of the expected or confirmed monetary value of all inquiries that have been converted into booked events during the defined reporting period
Source	Source identifies the origin of each inquiry, showing where the lead was generated—such as a website, referral, social media, or marketing campaign.	Yes No Text Field Only	Source = The recorded origin or channel of each inquiry, categorized by type (e.g., Website, Referral, Social Media, Campaign) for all inquiries received during the defined reporting period
Turn Down	Turn Down indicates inquiries that were actively declined or rejected by the sales and catering team, meaning the opportunity will not move forward in the sales process.	Yes No Text Field Only	Turn Down Inquiries = Count of event inquiries that were actively declined or rejected by the sales and catering team during the defined reporting period
Working	Working indicates inquiries that are actively being engaged by the sales and catering team but have not yet reached a final outcome, such as conversion, turn down, or dormancy.	Yes No Text Field Only	Working Inquiries = Count of event inquiries that are actively being handled by the sales team and have not yet been converted, turned down, or closed during the defined reporting period

Miscellaneous Report Information

Available Features:

Export
Allows you to download and save the report in different file formats (e.g., Excel, PDF) for offline use or sharing.
Filter
Enables you to narrow down the data by applying criteria you define, so you can focus on specific information.
Highlight (Conditional Formatting)
Automatically highlights certain values based on rules you set, making key data easier to spot at a glance.

Available Configuration:

User Preferences
Customize your personal report view by rearranging, showing, or hiding columns according to your needs.
Property Preferences
Configure the default report layout for all users at the property level by repositioning or disabling columns to streamline the view.

Baseline Configuration:

Property Preferences Settings
The following columns will be disabled for the initial deployment:
Not Applicable

Total Converted Inquiries = Count of inquiries with a Converted status where the conversion date falls within the selected reporting period.

Total Dormant Inquiries = Count of inquiries with a Dormant status where the date falls within the selected reporting period.

In Progress Inquiries =Count of event inquiries with an active status that are not yet converted or closed, within the defined reporting period

Total Lost Inquiries = Count of inquiries with a Lost status where the date falls within the selected reporting period.

Lost Revenue =Sum of the estimated revenue for all inquiries closed as Lost during the defined reporting period

No. of Leads =Count of unique event inquiries created from a specific source during the defined reporting period

Open Inquiries =Count of event inquiries received during the defined reporting period that have not yet been acted upon or moved into an active status (In Progress, Converted, Lost, Dormant, etc.)

Qualified Inquiries =Count of event inquiries that meet predefined qualification criteria and are approved to move forward in the sales process during the defined reporting period

Revenue =Sum of the expected or confirmed monetary value of all inquiries that have been converted into booked events during the defined reporting period

Source =The recorded origin or channel of each inquiry, categorized by type (e.g., Website, Referral, Social Media, Campaign) for all inquiries received during the defined reporting period

Turn Down Inquiries =Count of event inquiries that were actively declined or rejected by the sales and catering team during the defined reporting period

Working Inquiries =Count of event inquiries that are actively being handled by the sales team and have not yet been converted, turned down, or closed during the defined reporting period

Miscellaneous Report Information

Available Features:

Available Configuration:

Baseline Configuration:

In Progress Inquiries =
Count of event inquiries with an active status that are not yet converted or closed, within the defined reporting period

Lost Revenue =
Sum of the estimated revenue for all inquiries closed as Lost during the defined reporting period

No. of Leads =
Count of unique event inquiries created from a specific source during the defined reporting period

Open Inquiries =
Count of event inquiries received during the defined reporting period that have not yet been acted upon or moved into an active status (In Progress, Converted, Lost, Dormant, etc.)

Qualified Inquiries =
Count of event inquiries that meet predefined qualification criteria and are approved to move forward in the sales process during the defined reporting period

Revenue =
Sum of the expected or confirmed monetary value of all inquiries that have been converted into booked events during the defined reporting period

Source =
The recorded origin or channel of each inquiry, categorized by type (e.g., Website, Referral, Social Media, Campaign) for all inquiries received during the defined reporting period

Turn Down Inquiries =
Count of event inquiries that were actively declined or rejected by the sales and catering team during the defined reporting period

Working Inquiries =
Count of event inquiries that are actively being handled by the sales team and have not yet been converted, turned down, or closed during the defined reporting period