Reading your reports
Pick a period to see what you booked and collected, what needs chasing today, and how enquiries turn into quotes and bookings.
Reports reads from your enquiries, quotations and bookings. There is nothing to fill in. Choose a period at the top: This month, Last month, Last 30 days, This quarter, This year, or Custom dates.
The summary line
One sentence with the number and value of bookings in the period and how much of it is collected (the ring). Under it: what is still to collect, your top package, and which enquiry source converts best.
Needs your attention
Four cards that ignore the period and show today’s to-do list. The first two filter the table below them. Quotes expiring opens your quotations sorted by validity, and New enquiries opens the enquiries still marked New.
- To collect
- Balance still due across your bookings.
- Leaving in 30 days
- Trips departing soon, and how much of that is unpaid.
- Quotes expiring
- Quotes that run out within 7 days or already have.
- New enquiries
- Leads nobody has handled yet.
The "Collect next" table lists bookings with a balance, with call and WhatsApp buttons on each row. Filter it to trips leaving soon or ones that already travelled.
Further down
- Booked value and average booking, compared with the previous period.
- Sales funnel: how many enquiries got a quotation, and how many became bookings.
- Where enquiries come from: volume per source and how many became bookings.
- Top packages by booked value, next to the enquiries each one got.
- Traveller mix: families, couples, groups of 3 or more, and solo travellers.
- Busiest travel months across all confirmed trips.
Still stuck on this?
We can walk you through it on a short call, or fix it if something is broken.