Assigning a salesperson
Once more than one person is selling, "who booked this?" stops being obvious and starts being a number somebody gets paid on. The Salesperson field is where that lives: one person per lead, carried onto the event when it converts, and rolled up on a report you can hand to whoever works out commission.
It takes about two seconds to set and it is the only thing standing between you and that report, so it is worth setting from the first lead rather than backfilling a quarter later.
Salesperson is not the Organizer
These two sit near each other and get confused, so the distinction first.
The Salesperson is one of your own people: a login on your account, either you or somebody you have shared the account with. It answers "whose sale is this?"
The Organizer is a contact. It answers "who is running this event on the day?"
They are often different people and neither implies the other. Your sales consultant closes the wedding, your ops manager runs it. Both facts are worth recording and they go in different fields.
The dropdown makes this obvious once you look: Salesperson lists account members, and your own name is marked "(you)". If a name you expect is not in the list, that person has not been given access to the account yet. See Sharing your account with a colleague.
Setting it
On a lead. Open the lead and edit it. Salesperson sits with the other lead details, defaulting to Unassigned.
On an event. The event form has the same dropdown.
When a lead converts into a booking, whoever owned the lead comes with it. So in the normal run of things you set this once, at the point the lead lands, and never touch it again. Setting it on the event is for bookings that never came through the leads pipeline, or for a sale that genuinely changed hands.
Leaving it blank is fine and is the default. Unassigned bookings still appear on the report, in their own row, so nothing goes missing. It just cannot tell you who to credit, and the report will name those bookings for you when you want to go back and fill them in.
One thing to know: the field only appears on forms that have the account roster to hand. A couple of the smaller quick-edit forms leave it out rather than showing an empty dropdown, and those forms leave whatever you have already set untouched rather than posting a blank over it. If you cannot see it, open the full form.
The report
Reports in the sidebar, then Revenue by salesperson, under Sales and marketing.
Pick a date range and you get one row per person: how many won events they own, what those are worth, the average per event, and their share of the total. Highest revenue first.
Two things about what it counts:
- Booked, not pipeline. Only Confirmed and Completed events are in here. A quote still out with a client is not revenue and does not appear.
- By event date, not by the date the sale closed. So the range you pick is "events happening in this window", which is the venue-sales way round.
Seeing the events behind a row
Tick Show event details and each row opens out into the events it counted, newest first, with the date, the value and the status. Every event name is a link to the booking itself.
This is how you empty the Unassigned row. Tick the box, work down the events under it, open each one and set its salesperson, and the next run of the report puts them under the right name. Without it you would be opening bookings one at a time to find out which ones were never attributed.
The detail rows come down in the CSV as well, as a second table under the summary, so the salesperson column still sums cleanly in a spreadsheet. The list is capped at the most recent 1,000 events; every figure in the table above it still counts every event in the period, and the page says so when the list has been shortened.
Somebody who has since left the account keeps their bookings. Their past work still counts toward the totals, and their row is kept separate rather than being folded into Unassigned, because merging them would make both numbers wrong.
Like every other report it exports to CSV, which is the point for most people: the commission calculation happens in a spreadsheet, and this is the sheet it starts from.
Related articles
- Reports covers the full report list and the two things every report does.
- Sharing your account with a colleague covers adding the people who appear in this dropdown.
- Working with a team covers what a colleague can see and do once they are in.
- Working the leads inbox covers the lead this is usually set on.
- Turning a lead into an event covers the conversion that carries it across.