Reporting

Standard reports

• Revenue — date-ranged, across every product line.
• Bookings — volume and patterns for meeting-room usage.
• Occupancy — for private offices: how many of the location's leasable offices are currently occupied, shown alongside which specific offices are available right now and at what rate.
• Lead conversion — how leads move through the pipeline over time.

Profitability / margin

For store sales, margin is calculated against each item's real cost at the time it was sold — a snapshotted cost, not whatever the item's cost happens to be today — so historical margin numbers never silently shift when a cost is updated later.

Trusting the numbers

Every report is computed from real underlying records — bookings, invoices, payments — never a separately-maintained summary table that could drift out of sync. If a number here doesn't match what you'd expect by hand-counting the raw records for the same range, that's worth reporting as a real discrepancy, not something to assume is "probably fine."

The audit log

Anything that touches money or access — a refund, a role change, an approval decision — writes a permanent, unmodifiable entry: who did it, when, and enough detail to reconstruct exactly what happened. This is separate from the reports above and isn't summarized away — it's the literal record.