Sales, Groups & Events Reports | HotelKey Knowledge Base

🤝 Sales, Groups & Events Reports

Welcome to the Sales, Groups & Events reporting hub.

Use this page to quickly find reports for managing corporate accounts, group room blocks, and event operations across sales and catering workflows.

Jump to a section: 🏢 Corporate Accounts | 👥 Group Blocks | 🥂 Event Management (EventKey Sales & Catering)

👥 Who is this for?

These reports are primarily designed for:

Directors of Sales & Catering: For monitoring team production, tracking event pace, and identifying top corporate accounts.
Group Rooms Coordinators: For managing rooming lists, tracking block pick-up, and monitoring daily group allocations.
Event & Banquet Managers: For reviewing event space availability, tracking contracts, and managing event covers and operational tasks.

📂 What you will find in this section:

To help your team manage contracts and blocks efficiently, we have organized our sales and event reports into three key functional areas:

🏢 Corporate Accounts: Track your B2B and negotiated business. Find reports for reviewing company details, identifying your top producing accounts, and tracking reservations tied to specific companies or travel agents.
👥 Group Blocks: Everything you need for room block management. Access reports for reviewing group allocations by date, tracking detailed group pick-up, and generating comprehensive group room lists for the front desk.
🥂 Event Management: Tools to execute flawless events and meetings. Track event space availability, manage active event contracts, review your event pace, and monitor total event covers for the kitchen and banquet teams.

💡 Pro Tip: If you need to review the actual posting of daily revenues generated by these groups or analyze the property's overall macro market segmentation, please visit the 📈 Revenue & Analytics reporting page.

📂 Knowledge Base Articles

🏢 Corporate Accounts Reports

Report	What it helps you do
Company Analysis	Audit monthly corporate account revenue, compare year-over-year room night production, and evaluate B2B rate re-qualification thresholds for contract renewals.
Company and Travel Agent Reservations	Audit corporate and agency stay volumes, analyze ADR and day-use yield, track cancellation rates, and evaluate account contract renewals.
Company Details	Review corporate account profiles, manage negotiated rate plans and renewal dates, monitor credit limits, and enforce direct-billing rules.
Prospect Companies	Identify uncontracted corporate stays, analyze traveler spend and stay length, qualify prospective leads, and support negotiated rate outreach.
Top Accounts	Rank top-producing corporate clients, compare market segment distribution, evaluate ARR performance, and assess total account revenue production.
Travel Agent Checkout	Audit agency bookings, reconcile commission rates against estimated payouts, verify IATA validity, and evaluate agency production rollups.

👥 Group Block Reports

Report	What it helps you do
Group Activity	Track group block pickup, analyze multi-department group spend, audit block wash, and evaluate attrition liabilities.
Group Activity Details	Track daily group pickup, reconcile complimentary allocations against billable room nights, audit revenue streams, and finalize master folios.
Group Allocations and Reservations	Compare contracted room blocks with guest pickup, track allocated versus reserved revenue, and manage cutoff dates to optimize inventory.
Group Pickup Details	Monitor daily pickup percentages, evaluate cutoff dates and release terms, and return unbooked inventory to public sales channels.
Group Recap by Arrival	Audit pre-arrival group blocks, verify master folio billing, monitor deposit compliance, and enforce contract cutoff dates.
Group Reservation Details	Audit group block wash, review net versus gross revenue yield, evaluate shoulder dates, and verify master billing setup.
Group Reservations	Review group inventory wash, track net versus gross revenue, monitor master payments and folio balances, and manage credit exposure.
Group Room List	Verify group rosters, room assignments, stay dates, rates, taxes, and fees before group arrival.

🥂 Event Management (EventKey Reports)

Report	What it helps you do
All Events	Track booking pipelines, monitor revenue probability by status, and coordinate venue schedules for catering and event execution.
Event Books	Track catering pipeline conversion, analyze function-level space and package revenue, and evaluate combined room and space yield.
Event Cancellation Reason Code	Audit cancelled catering events, analyze loss reasons and staff remarks, track price resistance, and refine cancellation policies.
Event Commission Report	Audit third-party commission liabilities, verify commission bases across space and package revenue, and reconcile payouts.
Event Contact Summary	Review client contact production, analyze lead conversion by source, track account hierarchies, and evaluate account owner yield.
Event Contracts	Track contract progression, monitor overdue agreement deadlines, verify contact details, and enforce deposit requirements.
Event Coordinator Productivity	Measure coordinator performance, track pipeline velocity, and benchmark confirmed revenue against budget targets.
Event Covers	Track expected, guaranteed, and actual covers across sub-events, support catering forecasts, and assess event profitability.
Event Deposit Schedules	Monitor deposit milestones, compare contracted deposits with posted payments, identify balances, and enforce payment deadlines.
Event Details	Review event specifications, coordinate room setup and teardown, verify catering packages, and compare expected versus guaranteed covers.
Event Group Blocks	Track contracted versus reserved group rooms, monitor cutoff dates, verify billing types, and optimize room inventory.
Event Inquiry Source	Analyze lead sources, track inquiry progression, measure converted versus lost revenue, and evaluate marketing ROI.
Event Pace Report	Track confirmed event revenue velocity, benchmark pace against budget and prior year, and monitor pipeline potential.
Event Product Stock	Check equipment and product availability against event demand, monitor stock additions and expirations, and plan banquet inventory.
Event Revenue Summary	Reconcile event charges, adjustments, taxes, and payments while reviewing revenue by space, package, and charge type.
Event Space Availability	Review function space schedules, identify open booking windows, monitor hold statuses, and check overbooking permissions.
Event Space Occupancy	Analyze monthly venue occupancy, review space capacity, evaluate usage by event type, and identify seasonal demand trends.
Event Tasks	Track task lifecycles, monitor due dates and assignments, review client contact links, and resolve workflow bottlenecks.
Event User Activity	Audit change logs, compare previous and current values, track scheduling overrides, and investigate user actions.
Sales Manager Production	Evaluate sales manager production, review guest room and catering revenue, and track booking performance.