Analytics & Reports

Two surfaces cover your numbers: Analytics for business performance at a glance (visible to everyone), and Reports for detailed financial reporting (admins and managers). Both consolidate revenue into a single reporting currency.

Analytics

Open Analytics in the sidebar (Home group) and pick a time range: Last 7, 30, or 90 Days, or Last Year. Key things to know about the numbers:

  • One Reporting Currency — Revenue is converted using historical exchange rates. An amber provenance banner explains any trips converted at today’s rate or excluded because a rate was missing
  • Booked Revenue — Only confirmed and completed trips count
Analytics page top: time range selector and the four KPI cards (Total Revenue, Total Bookings, Total Clients, Conversion Rate) with sparklines

Analytics page top: time range selector and the four KPI cards (Total Revenue, Total Bookings, Total Clients, Conversion Rate) with sparklines

What’s on the Analytics Page

  • KPI Cards with Sparklines — Total Revenue (with growth vs the previous period), Total Bookings (confirmed/pending split), Total Clients, and Conversion Rate
  • Revenue Forecast — A next-period projection with a confidence percentage and trend, computed by a regression over your weekly revenue
  • Booking Pipeline — Where your bookings sit right now
  • Highlights This Month — New clients, pending bookings, average deal size, top destination, and best channel
  • Revenue Trend & Forecast — Revenue over time with the projection
  • Top Destinations — With a dropdown filter
  • Booking Status and Revenue by Destination — Distribution panels
  • Quick Actions — A grid of shortcuts to common tasks
Analytics page scrolled to the Revenue Forecast card with confidence %, Booking Pipeline, Highlights This Month, and the Revenue Trend & Forecast chart

Analytics page scrolled to the Revenue Forecast card with confidence %, Booking Pipeline, Highlights This Month, and the Revenue Trend & Forecast chart

Financial Reports

Open Reports in the sidebar (Home group; admins and managers only). The page is headed Financial Reports, with a year selector and five tabs:

  • Overview — Summary cards including profit margin, collection rate, and average trip value, plus Quarterly Performance and Monthly Revenue vs Expenses
  • Revenue — A monthly revenue table
  • Cash Flow — Inflows, Outflows, Net, Pending Receivables, Pending Payables, and Projected Cash, with a monthly table
  • Tax Summary — Taxable income, a VAT summary estimated at 14%, and an expense breakdown by category
  • Commissions — Totals, breakdown by type, and a per-recipient table

Every table exports to CSV, and the same FX provenance banner from Analytics appears here so you always know how currencies were converted.

Financial Reports page with year selector and the five tabs, Overview tab active showing summary cards and Quarterly Performance

Financial Reports page with year selector and the five tabs, Overview tab active showing summary cards and Quarterly Performance

Financial Reports Cash Flow tab showing Inflows, Outflows, Net, Pending Receivables, Pending Payables, Projected Cash, and the monthly table

Financial Reports Cash Flow tab showing Inflows, Outflows, Net, Pending Receivables, Pending Payables, Projected Cash, and the monthly table

Looking for per-trip numbers? The Profit & Loss page breaks down revenue, supplier costs, commissions, and margin for each individual trip. Keep Expenses & Commissions up to date so the reports here stay accurate.
All Docs