Reports & Analytics

The Reports page gives you a high-level view of your agency's performance across revenue, trips, leads, products, suppliers, and commissions. Use it to understand trends, spot gaps, and make data-driven decisions.

Accessing Reports

Go to Reports in the sidebar. The page defaults to the last 12 months of data.

Time Range Filter

Use the date range selector in the top right to change the reporting period:

• Last 30 days
• Last 3 months
• Last 6 months
• Last 12 months
• Custom date range

Summary Stats

At the top of the page, four headline numbers give you a quick snapshot:

Metric	What it shows
Commission Earned	Total commission received after agency split
Total Trips	Number of trips created
Total Leads	Number of leads added
Conversion	Percentage of leads that became clients

Revenue Tab

The Revenue tab shows your sales and commission performance:

• Total Revenue Sold — the total dollar amount of trips you've sold to clients (trip price)
• Commission Earned — commission payments you've collected, after your agency split
• Commission Expected — commission not yet paid out
• Gross Commission — the full commission from suppliers, before your agency takes their cut

Note: Commissions start as "Expected" when you add them to a booking. They only move to "Earned" when you manually update the commission status on the trip — for example, after your host agency or supplier has paid you. Until then, they'll appear under Commission Expected, and Commission Earned will show $0.

The Monthly Revenue chart shows commission received month by month, so you can spot seasonal patterns and year-over-year trends.

Trips Tab

The Trips tab breaks down your trip activity:

• Trip volume over time
• Distribution by status (active, completed, cancelled)
• Top destinations

Use this to understand your busiest booking seasons and most popular destinations.

Leads Tab

The Leads tab tracks your sales pipeline:

• New leads over time
• Lead sources (web form, referral, direct, etc.)
• Conversion rate from lead to client
• Average time to convert

Products Tab

The Products tab answers a different question from Suppliers: what kinds of travel are we actually selling? Every booking is sorted into a product — a brand like Sandals or Royal Caribbean, or a category like Transportation — so you can see where your volume really sits.

Three headline numbers sit above the table:

Metric	What it shows
Total Sales	Booking value in the window, with the booking count underneath
Gross Commission	Full commission from suppliers, before your agency split
Agent Commission	Your share, after the agency split

The Sales by Product table gives you one row per product with bookings, total sales, gross commission, and agent commission.

Disney and Transportation expand

Two products break down into sub-rows when you expand them:

• Disney splits into Disney Cruise Line, Walt Disney World, Disneyland, Aulani, Adventures by Disney, National Geographic Expeditions, and Disney (Other). If you sell a lot of Disney, this is the row that tells you which side of the business is growing.
• Transportation covers transfers, flights, rail, and car rentals, and breaks down by vendor.

Every other product is a single row.

Choosing the right date basis

The Book date / Check-in date toggle changes which bookings fall inside your date range:

• Book date — "what did we sell in this period," based on the booking date.
• Check-in date — "what travels in this period," based on the booking's start date.

How bookings are classified

The Product column is effectively the supplier or brand behind the booking. We work down this list until something sticks:

1. The commission payer or brand name recorded on the booking's commission.
2. The supplier name on the booking.
3. The property name, then the ship name.
4. The trip destination — unless it's a placeholder like "TBD", "Hotel only", or "Tickets only".

Whatever we land on is then rolled up to its parent brand where we know one (Westin and Sheraton become Marriott, RCCL becomes Royal Caribbean), so the same brand doesn't appear twice under different spellings.

A booking with nothing usable in any of those fields lands under Unclassified rather than disappearing. A large Unclassified row usually means bookings were imported without a supplier — filling the supplier in on those bookings moves them to the right product.

Cancelled and replaced bookings are left out, and any trips or bookings excluded from reporting are tallied in a note under the table rather than silently dropped.

Exporting

Export CSV gives you Product, Subcategory, Bookings, Total Sales, Gross Commission, and Agent Commission. Each product gets a row with the subcategory (all) for its total, followed by one row per sub-row where it has them. The export honors the date range, date basis, and My/Agency scope on screen.

Products or Suppliers — which one do I want?

They look similar and they answer different questions:

	Products	Suppliers
Groups by	Brand or category behind the booking, guessed from whatever the booking carries	Your supplier directory, including aliases and parent brands
Covers	Every booking, including ones with no supplier set (they land in Unclassified)	Same bookings, but rows that don't match your directory are marked not in directory
Breakdown	Disney and Transportation expand into sub-rows	One flat row per supplier
Sales split	Total sales only	Actual vs. projected sales, split on whether travel has started
Filters	Book date / Check-in date	Book date / Travel date, plus Preferred partners only

Use Products to understand your mix — how much of the business is cruise, Disney, all-inclusive, transportation. Use Suppliers when you need production numbers for a consortium or host agency application, where the supplier list and the actual/projected split are what's being asked for.

Suppliers Tab

The Suppliers tab answers the question consortia and host agencies ask on applications: how much did you sell with each supplier, and how much do you have on the books?

Three headline numbers sit above the table:

Metric	What it shows
Actual Sales	Bookings whose travel has already started or finished
Projected Sales	Bookings that are paid for and confirmed but travel in the future
Total Sales	The two combined, plus the booking and supplier counts

The Sales by Supplier table gives you one row per supplier with bookings, actual sales, projected sales, total sales, gross commission, and agent commission. Rows are sorted by total sales, so your biggest partners are at the top.

Choosing the right date basis

The Book date / Travel date toggle changes which bookings fall inside your date range, and it matters more than most filters:

• Book date — "what did we sell in 2025." This is what most consortia applications mean by annual production.
• Travel date — "what is on the books for 2026." Pair it with the Next year date preset to show forward volume.

Preferred partners only

Toggle Preferred partners only to narrow the report to the suppliers you've marked as Preferred Partners on the Suppliers page. Most consortia applications only ask about their own preferred list, so this is usually the fastest way to produce exactly the numbers they want.

How suppliers are grouped

Bookings are grouped by your supplier directory, not by the raw text typed into the booking. In order, we use:

1. The supplier picked from the directory on the booking.
2. The directory supplier's name, or any alias listed on it — so "Sandals", "Sandals Resorts", and "SANDALS" count as one supplier rather than three.
3. A known parent brand (Westin and Sheraton roll up to Marriott, RCCL to Royal Caribbean).
4. The name as typed, if we can't match it to anything.

A row marked not in directory is a supplier name that doesn't match any supplier you've set up. Its sales still count, but it can't carry the Preferred Partner flag. If you see a supplier you work with regularly listed that way, add it on the Suppliers page — or, if it's an alternate spelling of one you already have, add that spelling to the existing supplier's aliases and the totals merge.

Exporting

Export CSV gives you every column on screen plus a Preferred Partner and In Supplier Directory column, honoring the date range, date basis, preferred filter, and My/Agency scope you've set. That file is usually what you attach to the application.

Commissions Tab

The Commissions tab shows a detailed breakdown of commission activity:

• Commissions by supplier
• Pending vs. received
• Commission per trip or booking

This tab is useful for following up with host agencies on outstanding payments.

Projected Income Report

The Projected Income card lists every booked trip that travels in the selected date range, laid out the way most advisors want to read their book of business:

• One row per booking, with Booking # · Agent · Travel Date · Tour Operator · Trip · Package · Earned · Received.
• Rows are grouped by travel month and sorted by travel date, with a subtotal at the end of each month.
• A Grand Total row at the bottom sums package price, earned (expected) commission, and received commission across the whole range.
• Earned is the expected commission on each booking; Received is the portion already paid to you. On future trips these usually differ (earned is booked, received is still $0).

Click any row to open that trip. Use the Download PDF button for a clean, printable copy (grouped by month, with subtotals and the grand total) to save for your records or share.

The report follows the date range and the My/Agency scope at the top of the page, so owners can view it agency-wide or per advisor, and agents see only their own bookings.

Agency Ops Tab

Owner/admin-only operational reports for the people running the agency:

• Past Due by Supplier — every supplier whose expected commission date is in the past and the check hasn't landed. Sorted by dollars, with the max days overdue per supplier flagged red when over 60.
• Unclaimed Bookings — active trips with no assigned advisor. Includes client name, start date, booking count, and total — so you can sweep them onto an owner before they go stale.
• Sales by Agent by Travel Date — aggregates bookings whose trip start date falls inside the date picker window. Useful for sales contests scoped to peak travel periods (e.g., who sold the most July departures, regardless of when they were booked).
• Agents Projected Income — expected commission from trips that are booked but haven't traveled yet. Forward-looking forecast per advisor. Useful for incentive-trip qualification, contract renewals, and W-2 vs 1099 planning.
• Personal Travel Dates — upcoming trips where an advisor is themselves a traveler. We detect this by matching the advisor's name against their trip's traveler list. Useful for planning team coverage and out-of-office.
• Bookings by Supplier by Agent — supplier × advisor pivot. Surfaces which advisor is deep with which brand. Good for QBR prep and identifying knowledge gaps.
• Top 10 Suppliers per Advisor — each advisor's top suppliers by commission earned in the window. Pair with the per-agent leaderboard for review conversations.
• Rolling 12-Month Commission Earned (IATA/CLIA qualification) — trailing 365-day commission per advisor with the $5,000 IATA/CLIA threshold flagged. Run monthly to update who qualifies for a card.
• Users Last Login — every team member with their last sign-in time and days since. The "days ago" column highlights amber when an advisor hasn't logged in for more than 30 days — useful before contract renewal or incentive-trip selection.

Last-Run Timestamps

Each tab carries a tooltip showing Last run X days ago. Owners can hover to see which reports the team actually uses — and prune the ones nobody opens. The timestamp updates every time someone opens that tab.

My Reports vs. Agency Reports

The top of /reports has a My Reports / Agency Reports toggle. The buttons you see depend on your role:

• Owner / Admin — both buttons. Defaults to Agency Reports. My Reports shows your own pipeline, commissions, and trip activity, scoped via the agent filter under the hood. Agency Reports shows the full team rollup including the Agency Ops tab.
• Agent — no toggle. Forced to My Reports. Tabs are renamed ("My Revenue", "My Trips", "My Commissions") and everything is auto-filtered to your own user ID. You never see other agents' numbers and the Agency Ops tab is hidden.
• Support Staff — only the Agency Reports button shows, and the only available tab is Agency Ops (operational reports without dollar amounts). Financial tabs are hidden entirely.

The Subscribe button (scheduled email delivery) is owner/admin only — agents and support staff can't create scheduled report deliveries.

This split solves the "agents shouldn't see other agents' numbers, but owners need both views" problem without making the page feel different for each role.

Tips

• Check Reports at the start of each month to see what commissions are still pending and follow up proactively.
• Use the Leads conversion rate to evaluate whether your intake forms and follow-up process are working.
• Compare your last 12 months to the prior year to spot growth trends.