--- title: Salesperson, Destination and Source Reports | Release Notes description: This update includes improvements in your sales reports, providing salesperson wise, destination wise and trip source wise reports with revenue and profits. version: 1.145 date: 2023-11-15 --- # Salesperson, Destination and Source Reports Version 1.145 · 2023-11-15 · by Sudhir Mitharwal This update includes improvements in your sales reports, providing salesperson wise, destination wise and trip source wise reports with revenue and profits. These new reports will help you in taking decisions for your team, travel destination and lead sources. Let's dive in. ## Salesperson Reports Now Team Admins can check the performance of their team members with a simple and easy-to-use reporting module. This report includes the performance metrics such as total conversion, assigned leads and profit with percentage. The leads and conversion metrics are linked (clickable) to full listing of queries to cross verify the data. ![Image showing salesperson reports](https://sembark.com/assets/images/uploads/release-1-145-salesperson-reports.jpg) As earlier, once you are one the salesperson report, you can further filter by Trip Destination(s) and Trip Source(s) to meet your exact analysis needs. ::: info Profit Calculations Here are the formulas used for profit calculation in salesperson reports: 1. **Not Dropped**: Using Quote (P1 = selling price - tax - cost price) 2. **Dropped in the same month:** Using Bookings (P2 = receivable - tax - payable) 3. **Dropped in following month(s):** Using Bookings and Quote (P2 - P2 = (receivable - tax - payable) - (price - tax - cost price)) ::: ## Destinations Sales Reports Team Admins can now monitor and analyse sales based on Trip Destinations. These reports' view provides a signal view of stats including total leads, conversion and profits which provides an overview of every destination sale. As earlier, you can further filter these reports based on salesperson and trip sources, along with a daily, weekly and monthly reports. These stats will help teams target particular trip destinations for new sales and other aspects. ## Trip-Sources Sales Reports Along with salesperson and destination-based reports, Team Admins can also monitor and analyse sales based on Trip Sources. These reports' view provides a signal view of stats including total leads, conversion and profits which provides performance overview of every Trip Source. Furthermore, you can filter these stats by destinations and salespersons to drill-down the reports. Teams can analyse these stats to improve B2B relation and target particular sources for future marketing purposes. ## Debit-Credit Accounts on Paid Instalments Debit and Credit Accounts, which were selected during payments logging, will now be visible in Trip's Payments page to easily scan the details of logged instalments. Admin and Accounts team can also click on Account Names and checkout the full account's page. ![Image showing debit and credit accounts on Trip's Payments page.](https://sembark.com/assets/images/uploads/release-1-145-3-payment-accounts.jpg) ## Salesperson Contact Numbers Admins can now associate contact numbers with salespersons which will be shared in Quote PDF's (B2C) footer section for customers to directly contact the concerned salesperson. By default, the Quote PDF's usage the Contact Address details from the organization profile for contact details in footer section. To attach phone numbers, Admins can visit the `Organizations > Users` and modify the user's details to associate the contact details. ![Image showing user edit form with contact numbers](https://sembark.com/assets/images/uploads/release-1-145-3-salesperson-contact-numbers.jpg) ## Quote Hotel's Price Birfucation You can now view a hotel's given prices bifurcation (per-room, extra beds etc) in a tooltip when taking cursor over the prices, instead of going into the edit quote flow. ![Image showing hotel's price bifurcation in a title](https://sembark.com/assets/images/uploads/release-1-145-3-quote-hotel-price-birfucation-tooltip.jpg) ## Release Notes Current release: [Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md) ### 2026 * [v1.177 — Customisable Hotel Reports, Cab Type Indicators, Voucher and Email Enhancements](https://sembark.com/travel-software/release-notes/1-177.md) * [v1.176 — AI Email Parsing & Revocable Permissions](https://sembark.com/travel-software/release-notes/1-176.md) * [v1.175 — Advanced Quote PDF Template Settings, Branded & Non-Branded PDF](https://sembark.com/travel-software/release-notes/1-175.md) * [v1.174 — Activity Voucher, Activity FOC, Total FOC & Trip Plan Request- Bulk Assign](https://sembark.com/travel-software/release-notes/1-174.md) * [v1.173 — Stop Sale & Blackout Dates, Customer Payment Preferences, and Pick-up & Drop Locations](https://sembark.com/travel-software/release-notes/1-173.md) * [v1.172 — Supplier Payment Preferences, Transport Cost Distribution, and Trip Source Enhancements](https://sembark.com/travel-software/release-notes/1-172.md) * [v1.171 — Bulk Payment Clearance, Quote PDF Enhancements, and Supplier Management Improvements](https://sembark.com/travel-software/release-notes/1-171.md) * [v1.170 — Enhanced Sales Reports, Transport Service Improvements, and Cab Metric Pricing Sheet System](https://sembark.com/travel-software/release-notes/1-170.md) * [v1.169 — Multi-Guest Management, Enhanced Proforma Invoice, and All Task Filters](https://sembark.com/travel-software/release-notes/1-169.md) * [v1.168 — Hotel Suppliers, Multi-Month Reports Download, Quote PDF Template, Bulk Trip Sales Assignment](https://sembark.com/travel-software/release-notes/1-168.md) ### 2025 * [v1.167 — Hyper localisation of Currency, Trip Plan Request Follow-up Notes](https://sembark.com/travel-software/release-notes/1-167.md) * [v1.166 — Transport Services Edit, General Hotel Notes, New metrics, Multi cab Management in Single Service, and Cab Capacity](https://sembark.com/travel-software/release-notes/1-166.md) * [v1.165 — Advanced Flight System and Account Protection](https://sembark.com/travel-software/release-notes/1-165.md) * [v1.164 — Travel Activity Bulk Disable,Trip Voucher Customisation, Trip Source Management & Transport and Travel activity logs](https://sembark.com/travel-software/release-notes/1-164.md) * [v1.163 — Multipurpose Hotel Notes, Self Booked Accommodation, Custom Column Report & Upgraded Proforma Invoice ](https://sembark.com/travel-software/release-notes/1-163.md) * [v1.162 — Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md) * [v1.161 — Task Management, Transporter wise Rates, OnTrip Changes, Rate compare in Profit Report, Hotel Entry Method ](https://sembark.com/travel-software/release-notes/1-161.md) * [v1.160 — Component-wise Markup and Taxation in Itinerary Builder](https://sembark.com/travel-software/release-notes/1-160.md) * [v1.159 — Bulk disabling of Transport Service, All operational services download for a trip, Transport Service Closing days & Hotel edit log & history checking](https://sembark.com/travel-software/release-notes/1-159.md) * [v1.158 — Proforma Invoice Templates and Quote PDF Banners](https://sembark.com/travel-software/release-notes/1-158.md) * [v1.157 — Improved Password Security and User Management](https://sembark.com/travel-software/release-notes/1-157.md) * [v1.156 — Trip-Wise Transport Ledgers and Improved Hotel Listing](https://sembark.com/travel-software/release-notes/1-156.md) * [v1.155 — Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md) * [v1.154 — Payment Receipt, Hotel Check-In-Out Reports](https://sembark.com/travel-software/release-notes/1-154.md) * [v1.153 — Quick Vouchers, Lock/Unlock Trip and Monthly Accounts Ledgers](https://sembark.com/travel-software/release-notes/1-153.md) * [v1.152 — Activity Closing Days and Trip Operations Overview Download](https://sembark.com/travel-software/release-notes/1-152.md) ### 2024 * [v1.151 — Tax Types, Trip Cost-Profit Report and 2FAs](https://sembark.com/travel-software/release-notes/1-151.md) * [v1.150 — Monthly Tour Downloads, Trip Check-In Reports and Multi-Timezone Access](https://sembark.com/travel-software/release-notes/1-150.md) * [v1.149 — Travel Activity Ticket Bookings and Suppliers](https://sembark.com/travel-software/release-notes/1-149.md) * [v1.148 — New Dashboard, To-Dos and New Roles](https://sembark.com/travel-software/release-notes/1-148.md) * [v1.147 — Email Docx Download and Template Customizations ](https://sembark.com/travel-software/release-notes/1-147.md) ### 2023 * [v1.146 — Customization of Quote Email and PDF Template](https://sembark.com/travel-software/release-notes/1-146.md) * [v1.145 — Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md) * [v1.144 — Multi-Category Quotations](https://sembark.com/travel-software/release-notes/1-144.md) * [v1.143 — Trip Sources Merging](https://sembark.com/travel-software/release-notes/1-143.md) * [v1.142 — Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md) * [v1.141 — Cab Types Management and Destination-wise Contact or Billing Addresses](https://sembark.com/travel-software/release-notes/1-141.md) * [v1.139 — Hotel Advanced Search, Marketing Person Leads, Website/Ads Leads Tagging](https://sembark.com/travel-software/release-notes/1-139.md) * [v1.138 — Activities and Transports](https://sembark.com/travel-software/release-notes/1-138.md) * [v1.137 — Cab Price Calculator for Quotes](https://sembark.com/travel-software/release-notes/1-137.md) ### 2022 * [v1.135 — Merge Hotels and Destination-wise Support Numbers](https://sembark.com/travel-software/release-notes/1-135.md) * [v1.133 — Select Same Cabs to Quote for All Days](https://sembark.com/travel-software/release-notes/1-133.md) * [v1.131 — Download Trip Sources and Guest Data](https://sembark.com/travel-software/release-notes/1-131.md) * [v1.120 — Markups in Quotes](https://sembark.com/travel-software/release-notes/1-120.md) * [v1.105 — API Integrations](https://sembark.com/travel-software/release-notes/1-105.md) * [v1.104 — Images in Quote PDFs and More Personalization](https://sembark.com/travel-software/release-notes/1-104.md) ### 2021 * [v1.99 — Add Similar Hotel Options in Packages](https://sembark.com/travel-software/release-notes/1-99.md) * [v1.98 — Open Signup and Test Data Mode](https://sembark.com/travel-software/release-notes/1-98.md) * [v1.96 — Trip Cancellation and Payment Refunds](https://sembark.com/travel-software/release-notes/1-96.md) ### 2020 * [v1.72 — Hotel Bookings Ledger](https://sembark.com/travel-software/release-notes/1-72.md) * [v1.70 — Introducing Sales Reports](https://sembark.com/travel-software/release-notes/1-70.md)