Reports: Interpretation & Filters
Deep dive into TourVilo's 8 core analytics reports: sales velocity, pipeline conversion, supplier liabilities, and employee KPIs.
What is this?
Step-by-Step Guide
Open Reports Catalogue
Go to Analytics → Reports in the sidebar navigation.
Select Report
Click on any of the 8 report cards to enter the dedicated analysis view.
Set Date Range & Filters
Use the filter bar to set 'From' and 'To' dates (e.g. This Month, Last Quarter, Year-to-Date). Filter by specific consultant or supplier if required.
Export Data to CSV / Excel
Click 'Export CSV' to download the raw table data for external accounting, audits, or board meetings.
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? |
|---|---|---|---|
| 1. Leads Report | Tracks total inquiry volume, acquisition channels (WhatsApp vs Facebook vs Walk-in), pipeline status distribution, and win rates. Why: Shows where to invest your marketing budget and which channels deliver high-intent travelers. | 34 Leads this month (62% WhatsApp, 24% Won Conversion Rate) | Optional |
| 2. Customer Report | Analyzes client demographics, nationality mix, lifetime value, and repeat booking frequency. Why: Identifies your agency's most profitable customer segments. | 128 Total Customers (Top nationality: British & GCC) | Optional |
| 3. Sales Report | Evaluates quotation volume, average proposal deal size, acceptance rate, and total realised revenue. Why: Measures overall agency revenue generation and booking momentum. | 45 Quotes Issued → 18 Accepted ($45,250 USD Realised) | Optional |
| 4. Income & Expense Report | Monitors non-invoice operational cash flow: marketing spend, office overheads, and miscellaneous revenue. Why: Essential for tax preparation and calculating true net operating margins. | Income: $12,400 | Expenses: $8,200 | Net: +$4,200 | Optional |
| 5. Supplier Report | Summarizes payables to hotels, transport operators, and DMCs, detailing what has been disbursed vs outstanding balances. Why: Prevents supplier disputes and preserves trade credit terms. | Total Supplier Cost: $32,000 | Paid: $24,500 | Balance Due: $7,500 | Optional |
| 6. Employee Performance Report | Breaks down individual staff output: leads assigned, conversion rate, tasks completed, and follow-ups executed. Why: Fair and transparent KPI measurement for agent bonuses and performance reviews. | Sarah Jenkins: 28 Leads Managed, 42% Won Rate, 98% On-time Follow-ups | Optional |
| 7. Products Report | Examines popularity of tours, hotel packages, and fleet hires, tracking units sold, revenue, and gross margin per product. Why: Highlights top-performing holiday packages to feature on your website. | Dubai Desert Safari: 84 Units Sold ($7,140 Revenue, 22% Margin) | Optional |
| 8. Booking Report | Overview of trip operational fulfillment: bookings confirmed, travelled, in-progress, or cancelled, alongside payment balances. Why: Helps operations managers anticipate upcoming departure volumes. | 16 Departures this month (0 travel disruptions) | Optional |
Best Practices & Pro Tips
- Review the Employee Performance Report during weekly sales huddles. Sharing transparent conversion metrics encourages healthy competition and highlights coaching opportunities.
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