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Understanding Booked Quotes for Visuals in FL3XX BRIGHT

Use these filters to tailor your visuals to specific reporting requirements.

When creating reports or visuals for booked quotes in the FL3XX BRIGHT dataset, understanding the booked, booking status, and booking type fields is key.

Here's how to interpret and filter the data:

  • Total Bookings: The dataset contains a large number of bookings, categorized by booking status (e.g., OK, Cancelled, Pending) and booking type (e.g., Booked, Quoted).

  • Booked Field (0 or 1): The booked field indicates a booking is considered "booked" (value = 1) if its type is 'Booked' and its status is not 'Cancelled'. This applies to a subset of bookings.

Booking Status Breakdown:
  • 'OK': Includes a significant number of bookings, some of which may also be 'Quoted' types.
  • 'Cancelled': Represents a portion of bookings.
  • 'Declined': Covers another group of bookings.
  • 'Dropped': Includes some bookings.
  • 'Pending': A small number of bookings (among 'Booked' type).

Booking Type Breakdown:
  • 'Booked': A large portion of bookings.
  • 'Quoted': Another significant portion of bookings.

Booked but Not Cancelled:

Of the 'Booked' type bookings, those with booked = 1 exclude 'Cancelled' statuses. This includes:

  • OK': The majority of these bookings.
  • Dropped': A minimal number of bookings.
  • Pending': A minimal number of bookings.

Creating Visuals:

  1. To show only confirmed booked quotes, filter for booking status = OK AND booking type = Booked.

  2. If 'Pending' or 'Dropped' bookings are valid in your context (e.g., pending confirmation or dropped after booking), include them by filtering booking type = Booked AND booked = 1.

  3. Exclude 'Cancelled' statuses to focus on active or potential bookings.

 

Notes: The 'Dropped' and 'Pending' statuses within booked = 1 may need clarification with your data team, as they might represent valid booking states or errors. The booked field simplifies this logic but may not fully align with all business needs.