Hi All !
I am looking for some help and tid bits regarding group sales.
What are the best reports to pull to track group sales, as well as track the payments made for them (or to track payments that need to be made!)
I am interested in any other helpful tips or tricks with Group Sales and Tessitura, as we are still fairly new to this awesome database!
Thank you!
Hello Kelly,
Tstats is your best tool to pull overall sales typically by Mode of Sale. If your looking for tracking money attached to group orders some of the reports in the Finance reports folder might work but you might need Tessitura to write a few custom reports for your specific needs, especially a Group Arrival Report which can incorporate payment status or balances.
Tessitura is very powerful but was designed around the household and individual models and not groups.
Hello Kelly!
Welcome to the wonderful world of Tessi! We use a custom report that lists each order number, account ID, performance date, number of tickets, ticket value, paid amount, balance due, average price, and price type. This pulls information on our traditional group sales, as well as our direct connect sales. We pull this list at least once a week to see where we stand on balances due. We can pull information on specific performances, shows, or the full season. The box office also uses this report in their reporting.
-Martha
Thank you Peter!
Thank you Martha! I think i will have my Sale Manager, Brian Crawford get in contact with you!
Hi, Kelly!We've implemented the Plans feature to track our group sales and it absolutely changed my life. Before this I had a color-coded physical calendar to track when payments were due/when groups were scheduled to see shows, and *SHUDDER WARNING* an Excel spreadsheet to track my conversations. Now, Plans tracks everything - the price per ticket, deposit amount, final balance, sets reminders for payments and performance dates, and I can quickly reference my Portfolio for moves management. It's all entered manually.
We moved everything into Plans very quickly and easily. Let me know if you have any questions, I'm happy to help!
Emily
Hi Emily,
I would be very interested in how you set this up in Plans. Can we talk off line?
Of course! My email is adlere@sigtheatre.org
I'm going to piggy back on this one, if you don't mind!
No problem, Martha. My email address is above.
Oh maybe a go to meeting for all of us about plans & groups!! :0)
I reached out to Meredith W. at Tessitura to see if we'd be able to put something together! Signature doesn't use Go To - so hopefully Tessitura can host us all
Count me in if it can be arranged.
I think you set the world on fire with this thread! This is exactly what I'm looking for... I'd love to jump on this little tutorial if at all possible... Thank you!
We are good to go! Please respond to this Doodle Poll so we can set a date and time!doodle.com/.../43uxwddf7z5vydxt
Based on the Doodle Poll, we will go ahead and hold the Go To Meeting on Thursday, December 21st at 2:00pm. Here is the invite:
Group Sales Tracking Thu, Dec 21, 2017 2:00 PM - 2:30 PM EST
Please join my meeting from your computer, tablet or smartphone. https://global.gotomeeting.com/join/157463781
You can also dial in using your phone. United States (Toll Free): 1 888 640 7162 United States: +1 (571) 317-3117
Access Code: 157-463-781
More phone numbers Australia: +61 2 9091 7603 Canada: +1 (647) 497-9379 United Kingdom: +44 330 221 0097