Reports & Analytics

Available now

Travel Business Reports and Analytics

Understand what your team is doing and where your business comes from. Reports cover follow-ups, booking revenue and profit, travel dates, lead geography and the international vs domestic split, with CSV export throughout.

Capabilities

What you can do with Reports & Analytics

  • Business dashboard

    Leads, conversions, the revenue trend, priority follow-ups and upcoming trips on one screen.

  • Follow-up report

    Follow-ups across the team, with bulk completion.

  • Revenue and profit

    Booking revenue analysis, and profit analysis for people with permission to see it.

  • Travel-date analysis

    See when your travellers are travelling, so you can plan ahead.

  • Geographic distribution

    Leads grouped by departing city, destination, state or country, with conversion rates.

  • International vs domestic

    The split between international and domestic business.

  • Activity and audit log

    Team activity by user and a log of changes across the workspace.

  • CSV export

    Export reports to CSV for your accountant or your own analysis.

Workflow

How it fits into your day

A typical flow for Reports & Analytics in Travel CRM.

  1. 1

    Open the dashboard for today's numbers.

  2. 2

    Open the follow-up, revenue or travel-date report for any period.

  3. 3

    Export what you need to CSV.

  4. 4

    Review team activity and the audit log when you need to know who did what.

Who it's for

Reports & Analytics for every kind of travel business

FAQ

Reports & Analytics questions

Can we export reports?

Yes. Reports can be exported to CSV.

Can we see revenue and profit?

Yes. Booking revenue and profit analysis are available to people whose role allows it.

Is there an audit trail?

Yes. The audit log records changes across the workspace, alongside activity reports by user.

Related

Available

Sales & Lead Management

Lead Management

Capture every travel enquiry and move it from first contact to a confirmed trip.

  • Enquiry form with destinations, travel dates, travellers and budget
  • Eight lead stages, from New Lead through Converted or Lost
  • Assign, reassign and bulk-reassign leads across the team
Learn more about Lead Management
Available

Booking Management

Booking Management

Confirm trips and keep services, payments and documents together.

  • Convert a won lead and its quotation into a booking
  • Booking status updates and a full booking timeline
  • Services with vendor and voucher details
Learn more about Booking Management
Available

Team Management

Team & User Management

Add your team, manage their accounts and see who is handling what.

  • Add and edit team members
  • Activate or deactivate user accounts
  • Reset a user's password
Learn more about Team & User Management

Ready to Simplify Your Travel Business Operations?

See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.

Already a customer? Log in to Travel CRM