Can I see a report of what my agency has sold this month and which of my staff made each booking?
General QuestionsCan I see a report of what my agency has sold this month and which of my staff made each booking?
Can I see a report of what my agency has sold this month and which of my staff made each booking?
Yes, you can. Every booking made through the portal is stored with the date it was made, the travel dates, the product type, the supplier it came from, the customer name and the login that created it. From the admin side you can filter by a date range and see the bookings that fall inside it, along with totals, so a month end view of what the agency sold is normally a few clicks away. Most teams also use the same screens to pull a single staff member or a single supplier when they need a narrower picture.
The staff part works because each person who books should have their own login rather than everyone sharing one. If your team shares a single account, the system cannot tell you who did what, because as far as it is concerned it was all the same user. The same applies to sub agents who sell through you, their bookings sit under their own account and show up separately from your in house sales.
Be aware that how deep the reporting goes depends on your plan and on what each supplier sends back. Sales volume and booking counts are straightforward. Profit per booking is only as accurate as the cost and markup recorded at the time of booking, and commission that a supplier pays you weeks later will not appear until you reconcile it, so treat those columns as a guide rather than final accounts. Bookings taken outside the system, over the phone or on chat, only count once somebody enters them.
The sensible next step is to write down the two or three reports you actually look at each month and ask us to show them to you on sample bookings, so you can confirm the figures come out the way your accounts team expects before you go live.
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