Booking Summary - 365 Analytics

Booking Summary - 365 Analytics

What Is This Section?

In this section, you can monitor overall booking health with growth trends, year-over-year performance, and completion rates.

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This section can help assess where your bookings are coming from and identify issues like incomplete jobs or declining booking sources.

Getting Started

On the 365 Portal, select the Analytics tile. Navigate to Bookings > Booking Summary.

How It Works

Your data is automatically imported and updated in Analytics, where you can explore it using built-in filters for a more targeted view. You also have the option to export your visualised data in Excel format, enabling deeper analysis and easier sharing with others.

Filter Button () - Click the Filter icon to open it. After adjusting the filter, click anywhere on the page to close the window.

You can filter your data by:

  • Year Range - Use the slider to configure a yearly range to include data from.
  • Company - Choose a company to filter your data (applicable in a multi-company system).
  • Booking Status - Select to filter your data only to show jobs with a specific booking status (Completed, Cancelled, etc.)

Focus Mode () - Hover over the different graphics and use this button to enlarge the report visual to see more detail. 

You cannot filter your data whilst in focus mode; your existing filter will remain until changed. Your current filters remain active while you are in focus mode. To change your filters, click 'Back to report,' make your adjustments, and then return to focus mode.

Exporting Data

To export your data:

  1. Hover over a visual to export.
  2. Click the Three Dots ( ... ) icon in the top-right corner.
    Notes
    Note: Depending on the visual you are exporting will determine whether you can choose the type of format it is exported in.

    Tables can be exported as 'Data with current layout' and 'Summarised data'.

    Visualised data such as graphs can only be exported as 'Summarised data'.

    If exporting as 'Summarised data', you can use the File Format dropdown to select whether to export as .xlsx or csv.
  3. Press the Export button.
  4. Your file will then begin downloading. Once downloaded, you can open your file from your file explorer.