Sales & revenue
Tour Overview
A high-level summary of tour performance. Includes: Gross sales, net sales, items sold, average order value, per-head revenue, payment method breakdown, tips, fan captures, and comparisons across events. Best for: Quick management updates, weekly check-ins, stakeholder summaries.Sales Report
Detailed, transaction-level sales data. Includes: Every transaction with item-level detail — product, size, quantity, price, tax, tip, payment method, staff, fan, and timestamp. Best for: Deep analysis, reconciliation, identifying trends at the item and event level.Adjustments Report
All non-standard transactions — refunds, exchanges, comps, and manual adjustments. Includes: Every adjustment with the original transaction reference, reason, amount, and processing staff. Best for: Auditing returns and comps, investigating variance, accountability review.Inventory
Inventory Holdings Report
A snapshot of current inventory across all locations. Includes: Every item and size with quantities at each location (warehouse, trailer, booth), reorder status, and total value. Best for: Pre-tour planning, mid-tour stock checks, reorder decisions.Inventory Forecast Report
Projected inventory needs based on sales velocity and remaining tour dates. Includes: Current stock, average daily sell-through, projected stockout dates, recommended reorder quantities. Best for: Preventing stockouts, planning reorders, production decisions.Shipment Report
Inventory movement between locations. Includes: All shipments and transfers — what moved, from where, to where, when, and quantity. Best for: Logistics tracking, verifying deliveries, audit trail for inventory movement.Financial
Profit Report
Revenue minus cost of goods sold (COGS) and expenses. Includes: Gross revenue, COGS (based on item cost fields), gross margin, expenses, and net profit by item and event. Best for: Understanding true profitability, identifying high-margin vs. low-margin items.Taxes & Payments
Tax collection and payment processing summary. Includes: Tax collected per event (broken down by tax method and rate), payment processing fees, net amounts by payment method. Best for: Tax filing, reconciling with payment processor statements.Tour Profits
End-of-tour financial summary. Includes: Total revenue, total COGS, total expenses, splits paid to venues, net profit, and comparisons to budget (if set). Best for: End-of-tour financial review, label/management reporting.Tour Returns
Summary of all returns and refunds across the tour. Includes: Total refund volume, refund rate, items returned by product/size, reasons, and financial impact. Best for: Identifying problem products, measuring return rates, financial impact assessment.Settlement Report
Per-event financial reconciliation. Includes: Gross sales, refunds, net sales, tax, tips, splits, expenses, adjustments, and final settlement amounts per party. Best for: Venue settlements, post-event financial review, dispute resolution.Comparing reports
| Need | Report |
|---|---|
| ”How’s the tour going?” | Tour Overview |
| ”What sold at last night’s show?” | Sales Report |
| ”Do we need to reorder anything?” | Inventory Forecast |
| ”What’s in the trailer right now?” | Inventory Holdings |
| ”How much do we owe the venue?” | Settlement Report |
| ”What’s our profit margin on hoodies?” | Profit Report |
| ”How much tax did we collect in Texas?” | Taxes & Payments |
| ”How many refunds this tour?” | Tour Returns |