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 starts with Last 365 days; check the selected range before comparing reports.

Need a report these tabs do not have? Click Build a report to open the Report Builder: pick any columns from your bookings, commissions, trips, clients or leads, filter and group them with totals, save and share the result, and export it as a CSV. When comparing an export with another report, align its source, date basis, scope and filters first.

Time Range Filter

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

• Last 30 days
• Last 90, 180 or 365 days
• This, last or next month, quarter or year
• Year to date
• Next 90 days
• All time
• Custom range

Summary Stats

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

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 recorded as received
• Commission Expected — commission not yet received
• Agency Keeps — of the commission received, what stays with the agency after advisor splits

Whose commission am I looking at?

The Revenue tab answers a different question depending on how the page is scoped, so the tiles change with it:

If your agency pays 100% splits the two readings are identical and the Agency Keeps tile reads $0 — that is correct, not a bug.

Why agency-wide is the gross: summing every advisor's share agency-wide produces a number that is neither what the agency earned nor what it keeps. The gross is what the agency's book of business brought in; Agency Keeps is the margin on it.

Note: Expected commission is separate from a recorded supplier receipt. Use the commission workflow to review and record the supplier payment, including matched remittance payments. A report is not proof of bank clearance or an advisor payout; check those records separately.

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:

• Time to Win, how long a lead takes from arriving to being won
• Leads by Stage and Leads by Source
• Leads per Month, a chart of new leads by month
• Lead Source ROI, a table with each source's leads, how many converted, the conversion rate, revenue, and average booking value

Time to Win

The headline figure is the typical lead, meaning the middle one. A handful of leads that sit for months would drag an average well above the experience you actually have, so the average is shown beside it rather than in front of it, along with your fastest and slowest.

The card is measured from the day each lead arrived to the day its stage became won, so it appears once you have won a lead. A won lead whose stage change is undated is left out, and the card says how many.

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:

Sales by Month

Right under those three numbers is a Sales by Month table: one row per calendar month in the selected range, newest first, with bookings, total sales, gross commission, and agent commission, and a Total row at the bottom. It is the same set of sales as the Total Sales card, so the months always add up to it. Pick Last 365 days or All time in the date range to see a full month-by-month history, and use the Book date / Check-in date toggle to bucket by when trips were sold or when they travel. The card has its own Export CSV.

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:

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:

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 shows reportable bookings and commission entries for the selected period, with monthly subtotals and a grand total.

• Package is the booking value. It is counted once per booking when several commission entries fall within the selected payment period.
• Expected is the commission value, including settled entries. Settled is the value of entries marked received with a receipt date. Do not add these columns together.
• Agency-wide amounts use supplier commission before advisor splits and fees. Advisor views use the recorded advisor share. A booking with no calculated advisor share shows Share pending instead of an invented split.
• Settled is not a record of partial cash receipts, advisor payouts, or bank clearance. Review those in Commissions.

Travel month or expected payment month

• Travel month selects bookings by trip start date, then groups them by travel month.
• Expected payment month selects commission entries by expected payment date. An entry without that date is left out. A booking with commissions expected in different months can appear in more than one month.

The two views can include different records and have different totals, even for the same year. For example, a trip travelling in January may have a commission expected the previous December.

Use Download PDF for a printable copy with the same grouping and totals. Review the period and scope before sharing it. Owners can choose the whole agency or one advisor; advisors see their own commission scope.

Agency Ops Tab

Owner/admin-only, agency-wide operational reports. The advisor selector is hidden on this tab because these reports compare the team. The selected date range applies to travel-date sales, booking-date supplier totals, and received-date top suppliers; other cards use their stated current or rolling window:

• Past Due by Supplier — remaining supplier commission past its expected date, after recorded partial receipts and supplier fees. Settled entries and non-reportable bookings are excluded. The Still owed column is supplier money, not the advisor share.
• 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. Use it to discuss upcoming work with advisors; it does not determine tax classification or incentive eligibility.
• 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 Advisor Commission — recorded advisor shares with receipt dates in the last 365 days. This does not establish an advisor payout or credential eligibility.
• 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 — a prompt for a check-in, not proof that someone has no work or a decision about their access.

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 — financial and agency reports are unavailable. An owner or administrator can help with reporting requests.

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.