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.
TODO: Add overview image
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.
TODO: Add image for Report Types
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).
TODO: Add image for Custom Columns and Presets
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.
TODO: Add image for Report Downloads and Monitoring
For profit-focused reports, see Profit and Checkout Reports.