A problem with 'Ordered Charges'
Refer to Product Ideas
We can calculate Ordered Charges for events. The idea is to understand what Ordered Charges looked like at the end of any given month.
The issue: The calculation reflects the current value of Ordered Charges, not what they were at the time. For example:
- At the end of January, Ordered Charges for “My Amazing Event” were $10K.
- In February, this event was updated, and the total became $10.2K.
- When we look back at January, it now also shows $10.2K — not the original $10K.
We don’t have a way to capture a snapshot of Ordered Charges at the end of each period. This makes it very difficult to track progress or “pace” against goals. Even external reports or custom solutions can’t help, because we simply don’t store this historical data.
Some clients manually export Ordered Charges to Excel at the end of each month as a workaround.
Why this matters: Ordered Charges help us plan. For example, a Sales Director in Q2 2026 might want to compare ordering trends to Q2 2025. Are we ahead, behind, or on track? With the current setup, we can’t answer that reliably. Point-in-time Ordered Charges would be a highly valuable metric.
Workarounds? Not really. You could look at when items were entered, but that doesn’t help if they were changed or deleted. The audit log might contain the full history, but using it would be extremely complex and resource-heavy.
Anthony Costantino @... - have you come up against this in your travels? Do you know other ways to track point-in-time ordered charges reliably?
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I would see if this could be solved using the new Analytics product.
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I agree with 100% of this, and I haven't found a solution or workaround yet. This prevents us from producing a proper pace report. Pace reporting based on ordered charges is the most frequent request, but I would also add Booked Hours / Sq Ft for pace reporting on space utilization.
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Agree. We do not have available point in time reporting onscreen or via Crystal b/c the data structure doesn't exist. I know Disney would value this immensely as well as most large venues. Even the smaller operations are starting to ask more for point in time and pace reporting on service order item totals.
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I agree 100%. There are most of the assigned Level 1 + 2 venue customers who have been asking for this, practising workarounds with Crystal Reports, and point-in-time reporting with exports to Excel from where they continue to connect the dots. This could be huge with our analysis tools, using AI too.
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I have also been talking to Chanh Huynh about “snap shot” reporting. Tagging him on this post as well.
The question i have is whether this belongs in Momentus Analytics or Enterprise reporting. One way we're thinking to answer this, is answering if the report helps to answer a strategic question, or its an operational report, needed for day-to-day decision making.
If anyone has examples of any workarounds to produce a report like this, please share with Richard Marmura and I, we'll figure out where this fits in on future roadmap.
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The Sales Pace Report serves both strategic and operational/tactical needs:
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Operational/Tactical: Teams use this data to drive day-to-day processes:
- Adjust activity levels (e.g., increase outreach if corporate bookings lag).
- Prioritize segments behind pace (e.g., weddings down → focus on bridal shows).
- Align procurement and staffing with forecasted demand.
These teams live and breath in Enterprise, so in-app reporting is critical. They need drill-down capability to understand why pace is trending a certain way. These teams do not want to go to two separated places for reporting, we want to consolidate these reports in Enterprise
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Strategic (SLT): Used for future planning and competitive positioning:
- Are we booking faster or slower than last year?
- How do segment trends align with budget targets?
- How are we pacing vs. competitors and market trends?
Momentus Analytics is best for strategic analysis because it can integrate external datasets (benchmarking, market trends), which Enterprise cannot.
Seth Halvaksz - In short, both platforms need this for delivering specific outcomes.
- Capture data in Enterprise for operational use.
- Feed this data into Momentus Analytics for strategic insights.
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Operational/Tactical: Teams use this data to drive day-to-day processes:
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Thanks Martin. Passing along to Richard Marmura for consideration.
I definitely understand the desire to have everything in Enterprise. There are however some data architecture constraints that would make that challenging.
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