Advisor Reports are designed for individual travel advisors. These reports show data specific to the advisor who is logged in. Advisors only see information tied to their own work, ensuring clarity and privacy.
Your Clients report displays all clients you’ve added to Tern. This makes it easy to track your client base, review your relationships, and plan upcoming follow-ups.
Your Expected Commission report shows the commissions you anticipate earning from upcoming or unpaid bookings. This is a valuable tool for forecasting revenue and setting monthly or quarterly goals.
Your Received Commission report lists all commissions that have already been paid to you. This is essential for maintaining accurate financial records and confirming that payments have been received.
Your Sales report summarizes the total value of your bookings for a selected period. This helps you measure your growth and track your productivity over time.
Your KPIs report provides a high-level snapshot of your current business health. These key metrics help you quickly understand trends, productivity, and performance.
Your Trips report summarizes all of the trips you’ve created in Tern, including active and upcoming travel. This overview showcases your trip booking funnel at a glance and helps you stay organized by drilling into trip details quickly from one place.