Lead Reporting with Tripleseat


You’ve successfully set up a multi-channel marketing campaign using all of the tools at your disposal. You sent out a stellar series of marketing emails, optimized your website, updated your Tripleseat lead forms and added them to your social accounts, set up your TripleseatDirect account and promoted it appropriately, improved your listings on VENUES and EventUp, and finally, followed it all up with a few cold calls and messages.

So, you may be asking yourself, what’s next? The answer is, it’s time to report on it all.

Reporting on your leads is super easy with Tripleseat. Let’s start with a few basic lead reports that will help you figure out which marketing resources are the most productive in bringing in new business.

Lead reporting in Tripleseat


Now that you have a better understanding of where your leads are coming from and which marketing tools are yielding the highest return, you can customize your marketing strategies in order to improve upon your ROI.

Maybe you discover that your EventUp and VENUES listings are bringing in the most leads. If this is the case, you should focus more of your marketing efforts on optimizing your venue’s listings. If a customized lead form within an email campaign is on top, then it’s time to expand the campaign and send it out to more prospects. Being able to report upon your marketing efforts and adapt your strategies is a vital part of selling your venue.

Tripleseat’s Advanced Reporting Platform

If you’re looking for a little more reporting power then Tripleseat’s Advanced Reporting Platform, known in short as TARP, is the tool for you. TARP’s 20+ reports generate with the touch of one single click and look at your Tripleseat data from the event, booking, and sales perspectives.

Once you have a solid grasp on which marketing efforts result in the most booked events, you can use TARP to further report on revenue, specific event market segments, sales goals, and much, much more.

For example, looking at TARP’s Booking In-Period vs. Pipeline and the Booking Sales Funnel reports will help you monitor your sales numbers and goals right in Tripleseat. You can keep track of where new events are coming from, including what is booked during a certain time period vs. what was already in the pipeline for when the period started. The Sales Funnel report will also give direct insight into how events make their way through the stages of the sales lifecycle.

Check out our TARP introductory video below or our entire TARP training video library, here. For more information on how you can add TARP to your bag of sales tricks head over to Tripleseat Settings > Tripleseat Advanced Features/Subscriptions where you can subscribe per location.

Plan the rest of 2021 with Tripleseat reports

It is important for you to report and track your Tripleseat data as you plan out the rest of 2021. Whether it’s looking at specific contacts in-depth, measuring takeout revenues, or monitoring sales activity, Tripleseat’s reporting features and TARP are two tools that can help you do it all.

If you’re a Tripleseat user, log in and start using our reporting features. Need help? Contact Tripleseat’s Support team by submitting a request onlinesending an email, or calling our Help Desk at 978-716-2862 between 9 am and 5 pm EST Monday through Friday. If you’re not a Tripleseat customer and you’re interested in learning more about Tripleseat’s features, schedule a demo at your convenience to take a closer look.

To learn more about TARP, schedule a demo, or view our playlist of TARP video tutorials. If you have any questions or would like a full demo on how TARP can help you make the most of your Tripleseat data, contact Marcus Craigwell at marcus@tripleseat.com.