Skip to main content

Where to Find It in Reporting

Find the dashboard or saved query that answers your reporting question, in your own version and your agency's.

J
Written by Jack Bradmiller-Feld

Generated from Tern's reporting catalog. Edits made here are overwritten.

Find the dashboard or saved query that answers your question. New to reporting? Start with Reporting Overview and Key Reporting Terms.

Sales and commission

What are my bookings, sales and income so far this month and year?

What are my monthly sales, by supplier and product type?

Which commission is still waiting, and what's on my next payout?

Which suppliers still owe me commission?

Counts Overdue and Partial. Traveled bookings with no expected commission date are not included.

How does expected commission compare with what I've received, by month?

Covers booked bookings over the last 12 months, by the month commission was expected.

Which suppliers paid me commission, and when?

Each payment counts on the date it was received, including bonuses, overrides and other adjustments that sales reports leave out.

What have I booked, by supplier, destination or advisor?

What's booked for travel in the next 12 months?

Grouped by travel start date.

Which destinations do I sell most, by year?

How much has each advisor sold?

What have we paid each advisor, by month?

How much does each advisor earn, and how much does the agency keep?

Team and pipeline

How much of our sales do I book myself, and how much does the team?

How do sales on collaborator trips compare with solo trips?

Who's on our team, and in what role?

How many leads does each advisor turn into bookings?

Covers leads created in the last 12 months.

How many of my leads get a proposal, get booked or go stale?

Which trip request forms turn into bookings?

Covers the last 12 months. Forms with fewer than 5 leads, imported trips and trips created by hand are left out.

Which leads have gone stale?

Trips with no bookings and no updates in more than 14 days.

Which bookings aren't marked Booked yet?

Which bookings are still in planning?

Clients

Which clients have booked with me more than once this year?

Counts trips first booked this year. Canceled trips don't count.

Which clients have birthdays coming up, are VIPs or have gone quiet?

Who are our top clients by lifetime income?

Which lead sources bring in the most income?

Based on client tags. A client with several tags counts under each.

Where are my clients right now, or next month?

What do my clients still owe?

Which client payments are past due?

Who opened or clicked my last campaign, and who haven't I heard from?

Related Articles
Did this answer your question?