Can I get a monthly sales report out of my travel agency software?
General QuestionsCan I get a monthly sales report out of my travel agency software?
Can I get a monthly sales report out of my travel agency software?
Yes, in most cases you can, and reporting is one of the things travel agency software is meant to save you from doing by hand in a spreadsheet.
The software keeps a record of every booking your staff create, including the travel dates, the supplier, the status and the amounts involved, so a monthly report is really just a filtered view of that record. Most portals let you pick a date range and then see totals by product type, by branch, by member of staff or by supplier, and download the result as a spreadsheet so your accountant can work with it. Whether a report counts a booking on the day it was made or the day the customer travels makes a real difference to the totals, so it is worth checking which basis the software uses before you rely on the numbers.
What varies is how deep the reporting goes. Some plans include a straightforward summary of sales and commission, while more detailed breakdowns, custom reports or reports emailed to you automatically each month may sit on a higher plan or need to be set up for you first. A report can also only be as good as the data behind it, so bookings made directly with a supplier outside the system, or refunds and amendments that nobody recorded, will not show up unless someone enters them.
The sensible next step is to ask to see a sample of the reports available on your plan, and check that the date basis, the currency handling and the way markup is shown match the way you already report your sales.
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