Product/MoneyPro plan
Partner sales, settled cleanly.
Sub-agents and partner agencies get their own record with commercials, credit limits and a running ledger. Quote for them at commission or net, and send statements in a click.
CC
Coral Coast HolidaysPartner BP-014 · Perth · sells Bali, Maldives, Thailand
Commission 10%Credit limit $25,000ActiveLeads · QTR46+12 on last quarter
Conversion · QTR28%
Sourced revenue · QTR$182,400
Confirmed margin$21,300
Outstanding$8,4501 statement due
OverviewLeadsQuotesLedgerPeopleTermsActivity
Confirmed margin by monthNet margin on confirmed trips
Dec
Jan
Feb
Mar
Apr
May
Jun
Top destinations they sell
Bali72%
Maldives41%
Thailand23%
How it works/ Add · quote · settle
01
AddSet up each partner with their people, destinations, commercial model and credit limit.02
QuoteTheir enquiries come in with a partner reference. Commission or markup is worked out on every quote.03
SettleEvery confirmed trip lands on their ledger. Send a statement and record settlements as they pay.[01] Commercials/ Commission or net rates
Your margin, visible on every quote.
Set each partner’s commercial model once. Every quote shows the gross price, what the partner earns, the net rate and what you keep.
- Commission or net plus markup, per partner
- Gross, net, commission and margin on every quote
- Your choice of price on the PDF you share
- Commission posted to the partner’s ledger on confirm
Quote commercialsMaldives · 5N for Coral Coast
CommissionNet + markup
Gross price$9,800
Partner commission · 10%−$980
Net rate to partner$8,820
Your margin$1,420
Price shown on the shared PDF: $9,800
Commission accrues to the partner ledger on confirm
[02] Credit and statements/ Know who owes you
Credit limits that actually hold.
Give each partner a limit and decide what happens when a booking would take them over it. Statements for any period are one click away.
- Credit limit per partner: allow, warn or block when over
- Statements for any period, shared as a PDF
- Settlements by bank transfer, cash or cheque
- Payment terms and alerts when a statement is due
Credit used$21,700 of $25,000
Over the limit on confirmAllowWarnBlock
Statement · This quarterShare PDF
Opening balance$6,200
4 AprBali · Hughes party · net rate$7,940$14,140
19 AprSettlement · bank transfer−$9,000$5,140
8 MayMaldives · Lim family · net rate$8,820$13,960
30 MaySettlement · cheque−$5,510$8,450
Closing balance$8,450
Record settlement
Partner portal: partners send requests and see statements themselvesComing next
[03] Channel dashboard/ Which partners perform
See which partners are worth your time.
Revenue, conversion and margin for every partner, ranked. Open any one to see their leads, quotes, people and activity.
Partners38
Sourced revenue · QTR$1.24M
Receivables on account$64,300
Over credit limit2
Partner leaderboardThis quarter
#PartnerLeadsConv.RevenueMarginOwed
1CCCoral Coast HolidaysPerth4628%$182,400$21,300$8,450
2NTNordic TrailsOslo3135%$151,900$18,700$4,100
3SVSahara VoyagesCasablanca2722%$97,300$10,900Over limit
4MWMaple Way TravelToronto1931%$88,600$9,800$0
- Leaderboard by sourced revenue and conversion
- Receivables on account and partners over their limit
- Leads, quotes, people and activity on every partner
- Alerts for new partner leads and limits reached
Summarises partner enquiriesThe traveller, the trip and the partner’s notes in two lines.
Early accessDrafts statement emailsA covering note for each statement, ready for you to send.
Coming nextFlags partners close to their limitBefore a confirmation takes them over.
Coming next/ More of Money