Check which add-ons and promotion codes were sold

Introduction

The screen headed Dashboards, with Upgrade your package for more dashboards. underneath, is a page of tiles grouped under headings. Four headings matter for add-ons: General at the top, then Utilisation, By location (invoice) and By location (general). Their tiles hold two kinds of add-on report: some count how often each insurance, mileage package or extra was booked, month by month; others add up what each add-on earned at one location over a period you choose. A last tile lists the times your website accepted a promotion code.

You come here when:

• you are checking how the add-ons are selling this month, with nothing wrong;
• the owner asks how many child seats you rented out last summer before buying more;
• you want to know whether the all-risk cover is worth offering at the Utrecht branch;
• you are comparing what extras earned at each location for the quarterly review;
• marketing wants to know whether the summer promotion code is being used.

Terms used on these screens

The add-on reports. Each row is one tile and the screen it opens:

Two tiles are both called Optionals revenue. The one under By location (invoice) counts only what was invoiced. The one under By location (general) also counts bookings that are not invoiced yet. Revenue for the vehicles themselves is covered in Revenue reports.

Use these screens to look back at what sold. To change what an add-on costs, go to Set up add-ons and decide what they cost.

How to use

Configuration

There is nothing to set up. The reports read the add-ons on your bookings and invoices as they are.

Before you start: every screen on this page needs the Company admin role. With any other account, Dashboards is either missing from your main menu or its tiles do not open. Ask your administrator if you need access. The figures cover your own company only.

Using the add-on reports

From the main menu, open Dashboards. The screen headed Dashboards opens.

Count how often each add-on was booked

1. Under General, click Insurances sold, Mileage Packages sold or Optional options sold. The screen opens already filled; there is nothing to press.
2. Read the table. Each row is one add-on in one month: Month (on Extras sold: Order month), Number (the add-on's own number), Name, and the count in the last column: Total insurance sold, Total mileage packages sold or Total options sold. The month is a number from 1 to 12.
3. To narrow the table, type in the box under a column heading. For example, type 7 under Month for July, or part of a name under Name.
4. Below the table, a column chart shows one coloured column per add-on for each month, with a legend naming the colours.
5. Click Back to return to Dashboards.

Add up what the add-ons earned at a location

1. Click Insurance revenue or Optionals revenue under By location (general), or Optionals revenue under By location (invoice).
2. Fill in From and To. They start at the first and last day of the current week, so change both for a month or a quarter.
3. Pick a branch in Location. This box is required. Without it, Populate leaves the table empty.
4. Click Populate. The table fills with one row for every add-on of that kind, even the ones that sold nothing, which show 0.00. Click Populate again after changing any box; the old figures are replaced.
5. Read the table: the add-on's name under Option (headed Insurance on the screen behind Mileage package revenue), Quantity (extras only), Subtotal (excluding value-added tax, VAT), VAT and Total. A hidden Location column can be switched on from the column menu at the top right of the table. A chart of each add-on's Subtotal appears below the table.
6. To take the figures away, set the filters and click Export selected to Excel above the table. It exports every filtered row on all pages, visible columns only — ticks make no difference. See Export a list or report to Excel or CSV.

See which promotion codes were used

Under General, click Promotion code usage. The newest rows are at the top, with Created at, Promo code, from date, to date and PriceList. Reset filters and Export sit at the top right of the table. What a row means is explained in Set up a promotion code.

Key details

Which bookings count. All three sold screens and all three location screens based on bookings leave out drafts, quotes and quotes that expired. Everything else counts, including cancelled bookings and no-shows. The invoiced screen counts invoices that are not drafts, and only invoices linked to a booking. An invoice you made by hand without a booking is not included.

Which date counts.

The sold screens count lines, not items. A booking with two child seats on one line counts as one. On the location screens, Quantity does add up the number of items.

How the booking-based screens work out the money. They take the price on the booking's add-on line: the price per day times the number of days (or once, for an extra charged per rental), times the quantity, less any discount, and never more than the add-on's maximum. VAT is added at the add-on's own rate.

An example. At Utrecht in March 2026 a child seat costs €5.00 a day, with a maximum of €40.00 per seat and 21% VAT. Two bookings take one:

Optional option revenue for Utrecht, 1 to 31 March, shows the child seat with Quantity 3, Subtotal 95.00, VAT 19.95 and Total 114.95. On Extras sold, month 3 shows the child seat with a count of 2: two booking lines.

What to do next: start with the sold screens for a quick picture of what is popular. When you need amounts, use Optionals revenue under By location (invoice), because it reads what was actually billed. Export what you need with Export selected to Excel.

Q&A

Why does the Mileage package revenue tile show insurances? The tile opens a screen headed Insurance option revenue, and the figures it produces are insurance figures. There is no working revenue screen for mileage packages. For how many were booked, use Mileage Packages sold under General. For amounts, ask RentVisie support.

Why does an insurance show 0.00 under Subtotal but an amount under VAT? On Insurance option revenue, an insurance with no maximum price (Max price 0) comes out with a subtotal of 0.00. The VAT is still worked out on the full price. The same screen also multiplies an insurance charged once per rental by the number of days, and ignores discounts. Use this screen to see which insurances sell. Do not quote its amounts. For billed amounts, see Revenue reports.

Why does the count include a booking that was cancelled? Only drafts, quotes and expired quotes are left out. Cancelled bookings and no-shows stay in the counts and in the booking-based amounts. For money that was really billed, use Optionals revenue under By location (invoice).

Why is July so high when we have only been open since March? The sold screens show the month number without the year. July of every year is added together in one row. For a single period, use a location screen and set From and To.

Why is the table still empty after I pressed Populate? Check that Location is filled in; without it the table stays empty. Then check From and To. They start on the current week, which may have no pick-ups yet.

Why does a booking picked up on the last day of my period not appear? To counts from the very start of that day. Set To one day after the last day you want, then click Populate again.

Why do the two Optionals revenue screens give different totals? The invoiced one counts invoices, dated by invoice date. The other counts bookings by pick-up date, including ones not yet invoiced and cancelled ones. A booking picked up in March but invoiced in April lands in a different period on each.

Why does the spreadsheet hold more rows than I ticked? Export selected to Excel ignores ticks: it exports every row the filters let through, across all pages, with the columns you have showing. Narrow the filters first to export fewer rows.

Why is a code a customer used not in Promotion code usage? Only accepted codes are listed, and a row does not prove the customer booked. See Set up a promotion code.

Related pages:

• Set up add-ons and decide what they cost: when the figures show an add-on is priced wrongly.
• Set up a promotion code: to create or switch off a code.
• Revenue reports: revenue for vehicles, classes, customers and locations.
• Export a list or report to Excel or CSV: exporting a table to Excel.