--- title: Sales and Lead Reports | Documentation description: Monitor sales by team, destination and source with downloadable reports and custom column presets --- # Sales and Lead Reports Monitor sales by team, destination and source with downloadable reports and custom column presets Access sales reports from the top navigation under **Trips > Sales Reports**. Reports are available at daily, weekly and monthly granularity with filters for destination, salesperson and trip source, and Excel/CSV export. Salespersons can view their own reports; team admins see everyone. ## Report Types - **Sales Reports** — overall sales with package amounts, cost price, tax, pax details and Trip Reference IDs. - **Salesperson Performance** — conversion rates, assigned leads and profit per team member, with linked leads/conversions for cross-verification. - **Destination Sales** — leads, conversions and profits per destination. - **Trip Source Sales** — performance per B2B agent/channel. - **Lead Reports** — lead listings with source city/state/country, source email, tags, currency and salesperson columns. ## Custom Columns and Presets Customize which columns appear in trip sales reports and save them as reusable **presets** (default presets: Detailed and Overview). Select any custom date range with quick options (Last 3/6 months, 1 year). ## Report Downloads and Monitoring - Large reports (e.g. 32+ days of data) are generated in the background and **emailed** to you, with a dashboard notification. - Trips and queries can be downloaded as Excel/CSV per stage (New, In-Progress, On-Hold, Converted, Dropped). - Admins can monitor all report downloads — report name, downloaded by, filters used, time and download type — for data governance. For profit-focused reports, see [Profit and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md). ## Docs Navigation Current page: [Sales and Lead Reports](https://sembark.com/travel-software/docs/sales-reports.md) ### Getting Started * [Getting Started with Sembark](https://sembark.com/travel-software/docs/getting-started.md) * [Login into Sembark](https://sembark.com/travel-software/docs/login.md) * [Reset Password](https://sembark.com/travel-software/docs/reset-password.md) * [Passwordless Login with Passkeys](https://sembark.com/travel-software/docs/passwordless-login.md) * [Two-Factor Authentication](https://sembark.com/travel-software/docs/two-factor-authentication.md) * [Account Security and Password Policies](https://sembark.com/travel-software/docs/account-security.md) * [Dashboard, Notifications and Global Search](https://sembark.com/travel-software/docs/dashboard-and-notifications.md) ### Queries * [Queries](https://sembark.com/travel-software/docs/queries-overview.md) * [Add New Query](https://sembark.com/travel-software/docs/add-a-query.md) * [Query Details](https://sembark.com/travel-software/docs/query-details.md) * [Follow-ups and Tags on queries](https://sembark.com/travel-software/docs/query-followups.md) * [Conversion](https://sembark.com/travel-software/docs/query-conversion.md) * [Query Cancellation](https://sembark.com/travel-software/docs/query-cancellation.md) * [Trip Plan Requests (Integrated Leads)](https://sembark.com/travel-software/docs/trip-plan-requests.md) * [Tasks and Comments](https://sembark.com/travel-software/docs/tasks-and-comments.md) * [Guests and Tourist Management](https://sembark.com/travel-software/docs/guests-and-tourists.md) * [Trip Holding, Locking and Data Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) ### Quotes * [Quotes](https://sembark.com/travel-software/docs/quotes-overview.md) * [Create New Quote](https://sembark.com/travel-software/docs/create-quote.md) * [Share Quote](https://sembark.com/travel-software/docs/share-quote.md) * [Update Quote](https://sembark.com/travel-software/docs/update-quote.md) * [Quote Pricing, Markup and Taxes](https://sembark.com/travel-software/docs/quote-pricing.md) * [Multi-Option (Multi-Category) Quotes](https://sembark.com/travel-software/docs/multi-option-quotes.md) * [Flights in Quotes](https://sembark.com/travel-software/docs/flights.md) * [Quote PDF and Email Template Customization](https://sembark.com/travel-software/docs/quote-templates.md) * [Quote Suggestions and Reusing Quotes](https://sembark.com/travel-software/docs/quote-suggestions.md) ### Hotel Bookings * [Hotel Bookings](https://sembark.com/travel-software/docs/hotel-bookings-overview.md) * [Update Status of a Hotel booking](https://sembark.com/travel-software/docs/hotel-booking-update-status.md) * [Hotel Booking Vouchers](https://sembark.com/travel-software/docs/hotel-booking-vouchers.md) * [Hotel Booking Enquiry Emails and WhatsApp](https://sembark.com/travel-software/docs/hotel-booking-enquiries.md) * [Hotel Changes, Replacements and Drops](https://sembark.com/travel-software/docs/hotel-booking-changes.md) * [Self-Booked Accommodation Details](https://sembark.com/travel-software/docs/self-booked-accommodations.md) * [Hotel Check-Ins and Check-Outs](https://sembark.com/travel-software/docs/hotel-check-ins-and-outs.md) ### Tour Operations * [Cab Schedules](https://sembark.com/travel-software/docs/cab-schedules-overview.md) * [Assign Service Provider for Cab Schedules](https://sembark.com/travel-software/docs/cab-schedule-assign-service-providers.md) * [Operational Bookings and Tour Operations Calendar](https://sembark.com/travel-software/docs/operational-bookings.md) * [Share Transfer and Activity Details](https://sembark.com/travel-software/docs/share-operational-services.md) * [Trip Vouchers](https://sembark.com/travel-software/docs/trip-vouchers.md) * [Activity and Ticket Bookings](https://sembark.com/travel-software/docs/activity-bookings.md) * [Travel Activity Vouchers](https://sembark.com/travel-software/docs/activity-vouchers.md) ### Accounting * [Accounting](https://sembark.com/travel-software/docs/accounting-overview.md) * [Create New Account](https://sembark.com/travel-software/docs/create-accounting-account.md) * [Proforma Invoices](https://sembark.com/travel-software/docs/proforma-invoices.md) * [Incoming Payments and Instalments](https://sembark.com/travel-software/docs/incoming-payments.md) * [Payment Gateway — Automated Collections with Payments by Sembark](https://sembark.com/travel-software/docs/payment-gateway.md) * [Outgoing Payments to Suppliers](https://sembark.com/travel-software/docs/outgoing-payments.md) * [Payment Receipts](https://sembark.com/travel-software/docs/payment-receipts.md) * [Supplier and Customer Payment Preferences](https://sembark.com/travel-software/docs/payment-preferences.md) * [Accounting Ledgers, Downloads and Account Tools](https://sembark.com/travel-software/docs/accounting-ledgers-and-downloads.md) ### Organization Settings * [Contact and Billing Addresses](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) * [Bank Accounts](https://sembark.com/travel-software/docs/bank-accounts.md) * [Multi-Branding](https://sembark.com/travel-software/docs/multi-branding.md) * [Users, Roles and Teams](https://sembark.com/travel-software/docs/users-and-teams.md) * [Lead Integrations](https://sembark.com/travel-software/docs/integrations.md) * [Terms and Conditions Management](https://sembark.com/travel-software/docs/terms-and-conditions.md) * [Currencies, Exchange Rates and Tax Types](https://sembark.com/travel-software/docs/currencies-and-taxes.md) * [Notify — Automated Customer Communication](https://sembark.com/travel-software/docs/notify-automated-communication.md) ### Master Data * [Trip Destinations](https://sembark.com/travel-software/docs/trip-destinations.md) * [Hotels Master Data](https://sembark.com/travel-software/docs/hotels-master-data.md) * [Transport Services and Cab Types](https://sembark.com/travel-software/docs/transport-services-master-data.md) * [Travel Activities and Tickets](https://sembark.com/travel-software/docs/travel-activities-master-data.md) * [Unified Suppliers Management](https://sembark.com/travel-software/docs/suppliers.md) * [Supplier Rates, Seasons and Contract Uploads](https://sembark.com/travel-software/docs/rates-and-seasons.md) * [Trip Sources (B2B Agents and Channels)](https://sembark.com/travel-software/docs/trip-sources.md) * [Itineraries (Day-Wise Templates)](https://sembark.com/travel-software/docs/itineraries.md) ### Reports * [Sales and Lead Reports](https://sembark.com/travel-software/docs/sales-reports.md) * [Profit, Check-In and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md) * [Operational and Hotel Reports](https://sembark.com/travel-software/docs/operational-reports.md) ### Troubleshooting * [Network Error](https://sembark.com/travel-software/docs/network-error.md) * [Software Updates, Sessions and Timezone Issues](https://sembark.com/travel-software/docs/software-updates-and-sessions.md)