Features · Reporting

The whole group's numbers, without the spreadsheet

Reporting in Excellent rolls up across the group and drills into any location or concept: pipeline, booked revenue, booking pace against last year and against goals, and forecasts for the months ahead. Reports slice by your own custom fields, export to CSV and PDF, and deliver themselves on a schedule to the people who need them. All of it is included — pace, goals, and forecasting are not a paid add-on.

What it does

Rollups at every altitude

Group, concept, location — the same numbers at the altitude you need, without exporting three accounts into a spreadsheet to see the whole.

Pace against goals

Booking pace tracks how this season is filling against last year and against the revenue goals you set. You see the soft month while there is still time to sell into it.

Forecasts, honestly labeled

Projections render as projections — a dashed tail on the chart, never dressed up as actuals. Numbers you can defend in the Monday meeting.

Your fields, your reports

Custom fields on events and leads flow through to reporting, so the questions your group actually asks — booking source, event type, whatever you track — have answers.

Delivered, not fetched

Schedule a report and it arrives — CSV or PDF, to the owners and managers who need it, on the cadence they want. The numbers come to the meeting.

Common questions

Is advanced reporting a paid add-on?

No. Rollups, booking pace, goals, forecasts, custom-field reporting, exports, and scheduled delivery are all part of the one plan. We think pace reporting is table stakes, not an upsell.

Can reports cover just one concept or location?

Yes. Every report runs at group, concept, or location altitude — the same definitions at every level, so numbers reconcile instead of arguing.

Can reports be scheduled?

Yes. Any report can deliver itself on a schedule as CSV or PDF to the recipients you choose — a Monday-morning pipeline report that simply shows up.

Goes with

One plan, everything included

See it on your own locations.

Free to build — no card, no countdown. $360 per location per month when you go live, with every feature on this page included.