Product/MoneyPro plan
The whole agency, at a glance.
Revenue, conversion, team performance, upcoming departures and money owed, for any date range, compared with the period before.
DashboardOverviewTeamsOperationsFinancials1 May – 31 MayAll teams
Revenue$412,800+14%vs prior 31 days
Leads won86+9%vs prior 31 days
Conversion24%+2 ptsvs prior 31 days
Average deal$4,800−3%vs prior 31 days
Revenue trendThis periodPrior
Bookings by channel
WhatsApp38%
Meta lead ads27%
Website17%
Partners12%
Referral6%
Sales funnel
Inbound358
Planning214
Converted86
Completed61
Top destinations
1Maldives21 trips$118,400
2Swiss Alps14 trips$96,200
3Bali19 trips$71,900
4Dubai16 trips$48,300
How it works/ Pick · compare · drill in
01
Pick a rangeChoose any dates, or one team. The range carries across every dashboard and can be shared as a link.02
CompareEvery headline number is set against the same number of days just before.03
Drill inMove from the overview to teams, operations or finance without losing your range.[01] Teams/ Who is carrying the load
See who’s selling, and who needs help.
Every agent ranked by revenue for the window, with the numbers behind it, so you can coach the right people.
- Agents ranked by revenue for any date range
- Trips, revenue, conversion and average deal per agent
- Revenue per agent and each person’s share
- A feed of the latest team activity
LeaderboardRanked by revenue this window
#AgentTripsRevenueConv.Share
1MKMaya K.Europe Desk19$104,20031%
2SRSam R.Maldives & Bali22$97,80027%
3ALAna L.Dubai Desk15$61,40022%
4TBTom B.Maldives & Bali12$54,90019%
[02] Operations/ Pipeline, alerts, departures
Know what has to be ready this week.
Bookings by status over time, the things that need attention now and the trips about to leave.
- Bookings by status, week by week
- Alerts for overdue tasks
- Upcoming departures and whether they’re ready
- Narrow any view to a single team
Booking pipelineBooking ConfirmedBookedPending
W1
W2
W3
W4
W5
W6
Upcoming departures
14 JunTanaka · LucerneReady
15 JunBecker · Iceland2 pending
17 JunHughes · BaliReady
3 overdue tasks need attention
[03] Financials/ Revenue, mix and receivables
Where the money comes from, and what’s still owed.
Revenue over time and by product, with every outstanding invoice in one list, so collections never wait for month end.
Revenue by productWhere revenue comes from
Hotels$241,600
Transport$78,300
Activities$52,100
Tickets$29,400
Other$11,400
Outstanding invoicesOutstanding $58,940Open invoices 23
InvoiceClientTotalDueAge
IH-0038-INV-0002Okafor family$6,200$1,2503d late
IH-0051-INV-0001Sofia Marin$5,610$2,610Due 1 Jun
IH-0042-INV-0001Emma Walsh$7,500$3,600Due 29 May
IH-0047-INV-0001Lim family$9,800$4,900Due 5 Jun
- Revenue trend and inflow for the window
- Revenue split by hotels, transport, activities and tickets
- Outstanding balance and open invoices
- Bookings by channel and the sales funnel
Answers questions about your numbers“Which channel brought the most Maldives trips this quarter?”
Coming nextSends a weekly summaryWhat went up, what went down and why, every Monday.
Coming nextExplains a dip or a spikePoints to the leads, agents or destinations behind it.
Coming next/ More of Money