Operations · Reports & dashboard
Know how your business is doing
Money collected, bookings, conversion and balances, compared with the period before, with breakdowns by tour, channel and payment status, and CSV exports for your accountant.
Overview
Reports & dashboard at a glance
Pick a period, from seven days to a custom range, and every figure is compared with the period before of the same length. A chart shows money collected or bookings per day, with your best day highlighted.
For day-to-day work, the dashboard shows what needs attention: overdue balances, payments to check, new enquiries, reviews to approve and upcoming departures.
Capabilities
What's included
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Key figures
Money collected, bookings, travellers, average booking, checkout conversion, booked ahead, cancellations and balances.
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Comparisons
Every figure compared with the previous period of the same length.
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Breakdowns
By tour, by channel, by payment status, and add-ons sold.
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Multi-currency honesty
Bookings in other currencies are listed separately, never converted.
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CSV export
Every booking in the period, one row per booking.
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Action dashboard
What needs attention today, in one place.
How it works
Reports & dashboard, step by step
- 1
Choose a period
7, 30 or 90 days, this year or custom.
- 2
Read the trends
Compared with the period before.
- 3
Export
Send the CSV to your accountant.
Integrations
Extend reports & dashboard
Switch these on in one click from your console.
Operations
Costs & profit
Record what each departure costs: drivers, hotels, park fees, meals. Default costs per tour fill in automatically, guide pay and agent commission are counted, and you see the real profit, margin and break-even of every departure and tour.
Marketing
Google Analytics 4
Measure visits and bookings with GA4: tour viewed, checkout started, payment method chosen and booking purchased, with its value. Loads only after visitors accept cookies (Consent Mode v2), and can report purchases from our server so ad blockers and payment redirects don’t lose them.
Who can see reports?
Anyone who can view bookings, plus access groups that include bookings.
Are refunds included?
Money collected is shown net of refunds.
Can I export a filtered list?
Yes, use Export on the Bookings list for a filtered export.
Related features
Works well with
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