Reports in the sidebar holds a catalogue of ready-made reports grouped into Sales, Team, Operations and Clients. Each card describes what the report covers and when it was last run.
What's there
Sales — Revenue by Destination and Conversion Funnel (inquiry-to-booking by agent, with drop-off at each stage).
Team — Revenue by Agent, Agent Productivity (inquiries handled, proposals sent, win rate, response time), Agent Workload (open inquiries, in-flight trips, overdue follow-ups and a capacity signal) and Agent Commissions.
Operations — Upcoming Departures (next 90 days) and Itineraries Awaiting Confirmation (sent with no response, ordered by how long they've been sitting).
Clients — Top Clients by Spend.
Every plan includes the full report catalogue — see pricing.
Running one
Open report shows a preview of the first 100 rows. That's a preview, not the whole dataset — an empty-looking report with tight filters may still have plenty behind it.
Filter with From and To dates and a Currency selector. Amounts show in your agency currency unless a row says otherwise.
Then Export CSV or Export PDF for the complete dataset. CSV for anything you'll work on further; PDF when it's going to someone else as-is.
Tips
- Itineraries Awaiting Confirmation is the highest-value report in here. It's a list of proposals that have gone quiet, oldest first — which is the follow-up list most agencies never quite get around to writing.
- Agent Workload is worth reading before assigning a new inquiry rather than after.
- The row limit only affects the on-screen preview. Export when you need the real numbers.