Agency Overview
August 2026 · All figures in INR
48
Active Leads
▲ 14% vs last month
23
Confirmed Bookings
▲ 6 this week
₹18.4L
Revenue This Month
▲ 22% vs July
₹3.1L
Net Profit
▲ 17.8% margin
Revenue vs Expenses
Mar
Apr
May
Jun
Jul
Aug
●
Revenue
●
Expenses
Destination Mix
🇹🇭 Thailand
34%
🇮🇩 Bali
28%
🇦🇪 Dubai
19%
🇸🇬 Singapore
12%
🌍 Others
7%
Recent Leads
| Client | Destination | Value | Status |
|---|---|---|---|
|
Amit Verma
+91 98765 11223
|
🇮🇩 Bali · 6N | ₹1.2L | 🔥 Hot |
|
Neha Kapoor
+91 87654 22334
|
🇹🇭 Thailand · 7N | ₹85K | Warm |
|
Raj Malhotra
+91 76543 33445
|
🇦🇪 Dubai · 5N | ₹2.1L | New |
|
Sunita Patel
+91 65432 44556
|
🇪🇺 Europe · 12N | ₹4.5L | 🔥 Hot |
Today's Tasks
📞 Call Amit Verma
Bali quote follow-up · 10:00 AM
✈️ Issue Mehta tickets
IndiGo 6E-322 · Deadline today
📧 Send Dubai quote
Waiting for hotel confirmation
💳 Collect payment
Kapoor Group · ₹45,000 due
Upcoming Departures
Next 30 days
| Booking | Client | Destination | Departure | Pax | Amount | Status |
|---|---|---|---|---|---|---|
| #BK-2048 | Mehta Family | 🇹🇭 Bangkok | Aug 22 | 4 | ₹1,82,000 | Confirmed |
| #BK-2049 | Sharma Couple | 🇮🇩 Bali | Aug 25 | 2 | ₹96,000 | Confirmed |
| #BK-2050 | Gupta Group | 🇦🇪 Dubai | Sep 1 | 6 | ₹3,24,000 | Tentative |
| #BK-2051 | Patel Couple | 🇸🇬 Singapore | Sep 5 | 2 | ₹1,10,000 | Confirmed |
Leads & CRM
Manage enquiries, follow-ups and conversions
48
Total Active Leads
14
Hot Leads
19
Warm Leads
₹42L
Pipeline Value
Sales Pipeline
New Inquiry
7
🇮🇩 Bali · 6N
Raj Malhotra · 2 pax
₹1,20,000
🇪🇺 Europe · 14N
Agarwal Family · 4 pax
₹6,80,000
🇯🇵 Japan · 8N
Priyanka Nair · 2 pax
₹2,40,000
Follow Up
19
🇹🇭 Thailand · 7N
Neha Kapoor · 2 pax
₹85,000
🇦🇪 Dubai · 5N
Sinha Group · 6 pax
₹3,60,000
Quote Sent
8
🇦🇪 Dubai · 5N
Raj Malhotra · 3 pax
₹2,10,000
🇸🇬 Singapore · 6N
Verma Family · 4 pax
₹1,95,000
Won
10
🇹🇭 Bangkok · 7N
Mehta Family · 4 pax
₹1,82,000
🇮🇩 Bali · 5N
Sharma Couple · 2 pax
₹96,000
Lost
4
🇳🇵 Nepal · 5N
Singh Family
₹72,000
Operations
Bookings, flights, hotels, transfers and documents
Active Bookings
| ID | Client | Package | Departure | Status |
|---|---|---|---|---|
| #BK-2048 | Mehta Family | 🇹🇭 Bangkok 7N | Aug 22 | Confirmed |
| #BK-2049 | Sharma Couple | 🇮🇩 Bali 5N | Aug 25 | Confirmed |
| #BK-2050 | Gupta Group | 🇦🇪 Dubai 5N | Sep 1 | Tentative |
| #BK-2051 | Patel Couple | 🇸🇬 Singapore 6N | Sep 5 | Confirmed |
Booking Details
👆
Click a booking to see details
Pending Operations
🛂 Visa Pending
Gupta Group · Dubai
🎫 Ticket Deadline
Mehta Family · Today 6 PM
🏨 Hotel Voucher
Sharma Couple · Aug 18
Quotations
Create, send and track travel quotations
| Quote | Client | Destination | Pax | Total | Sent | Status | Action |
|---|---|---|---|---|---|---|---|
| QT-0088 | Raj Malhotra | 🇦🇪 Dubai | 3 | ₹2,10,000 | Aug 15 | Awaiting | |
| QT-0087 | Verma Family | 🇸🇬 Singapore | 4 | ₹1,95,000 | Aug 14 | Viewed | |
| QT-0086 | Mehta Family | 🇹🇭 Bangkok | 4 | ₹1,82,000 | Aug 10 | Converted | |
| QT-0085 | Sharma Couple | 🇮🇩 Bali | 2 | ₹96,000 | Aug 8 | Converted | |
| QT-0084 | Singh Family | 🇳🇵 Nepal | 4 | ₹72,000 | Aug 5 | Lost |
24
Quotes This Month
68%
Conversion Rate
₹8.4L
Open Pipeline Value
Finance & P&L
Revenue, expenses, profit and payment tracking
TOTAL INCOME
₹18.40L
23 confirmed bookings
TOTAL EXPENSES
₹15.30L
Supplier + operational
NET PROFIT
₹3.10L
16.8% margin
P&L Per Booking
| Booking | Revenue | Cost | Profit |
|---|---|---|---|
| #BK-2048 | ₹1,82,000 | ₹1,45,000 | ₹37,000 |
| #BK-2049 | ₹96,000 | ₹78,000 | ₹18,000 |
| #BK-2050 | ₹3,24,000 | ₹2,68,000 | ₹56,000 |
Payment Tracker
Mehta Family
60% Paid
Paid ₹1,09,200 · Due ₹72,800
Sharma Couple
Paid
Fully paid · ₹96,000
Gupta Group
30% Paid
Paid ₹97,200 · Due ₹2,26,800
Expense Breakdown
₹9.8L
✈️ Airline Costs
64%
₹3.6L
🏨 Hotel Costs
23%
₹1.9L
🚌 Transfers & Tours
13%
Invoices
Generate and track customer invoices
₹12.8L
Paid
₹4.2L
Pending
₹86K
Overdue
32
Invoices This Month
| Invoice | Client | Booking | Amount | Due Date | Status | Action |
|---|---|---|---|---|---|---|
| INV-1024 | Mehta Family | #BK-2048 | ₹1,82,000 | Aug 20 | Partial | |
| INV-1023 | Sharma Couple | #BK-2049 | ₹96,000 | Aug 18 | Paid | |
| INV-1022 | Gupta Group | #BK-2050 | ₹3,24,000 | Aug 25 | Pending |
Marketing
Campaigns, broadcasts and customer engagement
72%
WhatsApp Read Rate
54%
Email Open Rate
72
Bookings From Campaigns
Active Campaigns
💬
Bali Monsoon Offer
WhatsApp · 1,240 contacts
72%
Read
48
Replies
📧
Dubai Luxury Packages
Email · 860 subscribers
54%
Opened
28
Clicks
📱
Festive Season Campaign
SMS · 2,400 contacts
88%
Delivered
31
Bookings
Quick Broadcast
Diary & Tasks
August 2026 · Work calendar
August 2026
SUN
MON
TUE
WED
THU
FRI
SAT
26
27
28
29
30
31
1
Hotel
2
3
Quote
4
5
Call
6
7
Ticket
8
9
10
Visa
11
12
Email
13
14
15
17
Call Amit
Payment
18
19
20
21
22
✈ Mehta
23
📌 Today's Tasks
10:00 AM · CALL
Amit Verma — Bali follow-up
+91 98765 11223
2:00 PM · TASK
Issue Mehta tickets
IndiGo 6E-322
5:00 PM · PAYMENT
Gupta Group payment
₹2,26,800 pending
Reports & Analytics
Performance overview for August 2026
LEAD CONVERSION
48.2%
▲ 8.4%
AVERAGE BOOKING VALUE
₹1.84L
▲ 12.1%
CUSTOMER RETENTION
76%
▲ 5.2%
Top Destinations
🇹🇭 Thailand
34%
🇮🇩 Bali
28%
🇦🇪 Dubai
19%
🇸🇬 Singapore
12%
Lead Sources
WhatsApp
38%
Website
27%
Instagram
20%
Referrals
15%
Team Performance
| Agent | Leads | Quotes | Bookings | Revenue | Conversion |
|---|---|---|---|---|---|
| Priya Sharma | 18 | 12 | 8 | ₹8.4L | 44% |
| Rahul Mehta | 16 | 10 | 7 | ₹6.1L | 43% |
| Anjali Singh | 14 | 8 | 5 | ₹3.9L | 36% |
Settings
Manage agency preferences and configuration
Email Notifications
Receive booking and payment updates
WhatsApp Alerts
Send automatic customer reminders
Payment Reminders
Automatically remind clients about dues
Marketing Campaigns
Allow campaign notifications