Reports & Analytics

The Reports page gives you a high-level view of your agency's performance across revenue, trips, leads, 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

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.

Agency View vs. My View

If you're on an agency workspace with multiple agents, you can toggle between:

• Agency View — see data across all agents in the workspace
• My View — see only your own trips, leads, and commissions

Owners and admins can see all agents' data. Individual agents see only their own.

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.