his report tracks the total number of trips created within Tern and shows how many of those trips ultimately convert into confirmed bookings. It’s a helpful way to understand your team’s effectiveness, measure conversion rates, and identify opportunities to improve follow-up, client communication, or sales processes. By monitoring this pipeline, agencies can better forecast future business and gain insight into the overall health of their trip-to-booking workflow.
See your agency's trip booking funnel at a glance as well as a detailed list of all trips within the time period that you set with easy access to the trip details page.
Using filters you can look at your agency as a whole or by particular agency to get a snapshot of activity in Tern.
Use Cases
Agency Trips Pipeline will help you
Understand agency-wide booking conversion
Identify bottlenecks in the sales process
Support coaching and performance conversations
Questions you can answer with this report
"What trips within my agency have no paid bookings and have not been updated in over 14 days?" These are labeled as stale trips in Tern and I can remind my agents to act on these.