Overview
Your Agency dashboard view of the high level metrics and key items happening within your agency.
Improvements Coming Soon:
Payments due section
Access your Agency dashboard view
Clicking the Tern logo from any page will take you to the Dashboard view
2. Directly below the greeting will be a sub navigation section showing first "My Dashboard" (article about My Dashboard here) and if applicable, the name of any of agencies you are owner or admin of. Click on the agency name to open its own dedicated dashboard view.
View 'At a glance' metrics
In this section, you can see:
Bookings
Sales volume
Commission received
Agency Income
Use the toggle on the upper right of the graphs to switch between [Month to date] OR [Year to date] views:
Below Metrics Sections
Click on items to be taken to their own page
Active Authorizations -> Correlating booking & pricing page
Traveling -> Correlating Trip Overview
Leaving Soon -> Correlating Trip Overview
Also, a tag of the associated advisor is also shown on each line item. (When you hover over this tag, their full name is displayed)
See in progress trips, or trips coming up for your team
