Can I see how much business each of my staff brought in last month in the travel agency software?
General QuestionsCan I see how much business each of my staff brought in last month in the travel agency software?
Can I see how much business each of my staff brought in last month in the travel agency software?
Yes, as long as every member of your staff has their own login rather than sharing one. Each booking, quote and cancellation is recorded against the user who made it, so the reporting area can group sales by staff member for whatever dates you choose, and you can usually see the number of bookings, the sales value and the markup or service fee added on each one. If your team all logs in with the same account, everything lands under one name and there is no reliable way to split it apart later, so it is worth setting up individual logins before you start depending on these figures.
It is important to know that the reports only cover work done inside the software. If one of your staff books something directly with a supplier over the phone and never enters it, it will not appear in their total. Bookings you add manually can be included, but somebody has to put them in and make sure they are recorded against the right person. Cancellations and refunds are normally shown separately so you can tell the difference between what was sold and what actually stuck.
How detailed the reports get, and whether you can download them to a spreadsheet to work on yourself, can depend on your plan, so that is worth confirming rather than assuming. Commission paid later by an airline or a hotel chain will not always show up automatically either, because that information comes from the supplier on their own timetable.
The simplest next step is to open the reporting section, check that each of your staff has a separate login, and run a report for last month to see whether the breakdown gives you what you need.
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