CRM reporting and multi-location rollups

Before you start

You'll need:

CRM enabled on your account.
At least a few deals in the pipeline — reporting is more useful once you have data.

The Reporting tab

Go to CRM → Reporting to see pipeline performance at a glance.

Click Refresh to pull the latest numbers.

Summary cards

Metric	What it shows
Open deals	Total deals in non-closed stages
Open pipeline value	Sum of deal values for open deals
Win rate	Closed Won ÷ (Closed Won + Closed Lost)
Avg days to close	Average time from deal creation to Closed Won

Pipeline by stage

A table breaking down open deals by stage — count and total value per stage. Use this to see where deals are piling up (e.g. too many in Quoted, not enough moving to Confirmed).

Group performance

If you use CRM groups, reporting shows booked value by group type. A focus recommendation highlights which group type to prioritize this month based on historical booking patterns.

Example: "Focus on School groups this September" with runners-up like Corporate and Church.

Multi-location rollup

Parent accounts with child locations can view CRM performance across the whole brand.

Go to CRM → Rollup (visible only on parent accounts with child locations).

What rollup shows

Section	Details
Summary	Total open deals, open pipeline value, and win rate across all locations
By location	Per-location breakdown of open deals, pipeline value, and win rate
Pipeline by stage	Aggregated stage breakdown across all locations

Location scope on the Pipeline tab

On the main Pipeline tab, use the location selector next to the CRM title at the top of the page to switch between:

This location — see only this location's deals
All locations — see the combined board (parent view)

Deals always belong to the location where they were created. The rollup aggregates across locations without mixing deal ownership.

Event journey reporting

If you use the Stamp Event Journey Entry Point automation, CRM can report on how group events and fundraisers convert to bookings.

The journey report counts a booking as converted only when the deal closes after the entry timestamp — so attribution is honest. A contact who was already a customer before the event isn't credited to the campaign.

Set up one stamp automation per campaign with a distinct campaign name.

Using reporting to improve your pipeline

Signal	What to do
High count in Quoted, low in Confirmed	Turn on Quoted Follow-up and At Risk automations
Low win rate	Review Closed Lost deals for patterns — pricing, timing, competition
One group type dominates booked value	Double down on that segment; create targeted automations
Long avg days to close	Check for stale deals; tighten your stale threshold
Location A outperforming Location B	Share Location A's process; compare pipeline stages and automations

Troubleshooting

What you see	What to try
Reporting shows zero	Create at least one deal; click Refresh
Rollup tab missing	You may be on a child location — switch to the parent account
Group focus recommendation missing	You need groups with booked deals; reporting improves over time
Numbers don't match the board	Reporting aggregates all deals; the board loads up to 500 at a time — use search on the board for exact counts