Dashboard & KPI Interpretation
Understand your agency's central command center, KPI metrics, sales funnel, and daily follow-up queue.
What is this?
Step-by-Step Guide
Review the AI Greeting Card
The AI summary at the top analyzes your agency workload and displays key priorities, such as high-value leads awaiting response and today's departure reminders.
Tackle Today's Follow-up Widget
The interactive Follow-ups engine organizes open items into 'Overdue' (red badge) and 'Today' (emerald badge). Click on any item to mark it completed, reschedule the time, or launch WhatsApp.
Examine the Sales Funnel
The Sales Funnel chart visualizes the conversion velocity from New Leads → Contacted → Quotations Sent → Won Bookings. Identify drop-off points in your agency sales pipeline.
Check Mini-Calendar Event Dots
The calendar highlights days with scheduled client arrivals, payment milestones, and task deadlines so you can plan operational staffing.
Field-by-Field Breakdown
Detailed definitions for every form input, why it is needed, and realistic travel agency examples.
| Field Name | What it Means & Why Needed | Example Value | Required? |
|---|---|---|---|
| Active Leads | Total open leads in non-terminal states ('new', 'contacted', 'follow_up', 'quotation_sent') currently being handled by your team. Why: Monitors agency pipeline volume and sales capacity. | 34 Active Leads | Optional |
| Total Customers | Cumulative count of unique customer profiles registered or converted from won leads. Why: Measures customer database growth and repeat client opportunities. | 128 Customers | Optional |
| Quotations Sent | Total quotations delivered to clients that are currently awaiting traveler review or acceptance. Why: Indicates pending proposals that require proactive sales follow-up. | 18 Quotations Sent | Optional |
| Active Bookings | Confirmed and in-progress trips currently underway or scheduled for upcoming travel dates. Why: Tracks operational delivery requirements, vouchers, and traveler logistics. | 12 Bookings | Optional |
| Monthly Realised Revenue | Sum of all client payments successfully recorded in the current calendar month. Why: Provides actual cash flow reality rather than uncommitted pipeline figures. | $45,250.00 USD | Optional |
| Pending Client Payments | Sum of balances due on issued invoices where payment is either awaiting verification or outstanding. Why: Highlights receivables requiring collection action before travel commencement. | $8,120.00 USD | Optional |
Best Practices & Pro Tips
- Keep 'Overdue Follow-ups' at zero. High conversion agencies consistently contact prospective travelers within 2 hours of inquiry.
- Click '+ Quick Create' in the top bar to log a phone or walk-in lead without leaving the dashboard.
Common Mistakes to Avoid
- Confusing 'Total Quotation Value' with 'Realised Revenue' — Quotations represent proposals; Revenue represents verified payments collected into your bank accounts.
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