Travel agency management software: the TOOGO Dashboard
The Dashboard is the module of TOOGO, the all-in-one software for inbound agencies, that centralizes the running of an inbound travel agency, alongside the CRM, the Trip Builder, Logistics and Finance. The centerpiece of travel agency management software, it brings together five spaces: key indicators (KPIs), detailed business statistics, per-salesperson performance tracking, supplier tracking and the team’s workload.
As soon as a lead is created in the CRM (an enquiry, a quote, a proposed price), the commercial activity automatically feeds these statistics, whether or not the file turns into a sale. The financial data (income, expenses, cost of sales and final margin) from the Finance module also feeds the Dashboard, since all of TOOGO’s modules are connected to one another.
- Five spaces: KPIs, business statistics, per-salesperson tracking, supplier tracking, workload.
- Statistics fed automatically by the CRM as soon as a lead is created, and by Finance.
- Comparison with the previous year, 12-month trend, display of N and N+1.
- Detailed charts or tables, down to each file, with data export.
- Display in the currency of your choice.
The agency’s activity at a glance
A dashboard presents the key indicators of commercial activity, year by year.
- Number of confirmed groups and projects over the period
- Conversion rate (projects turned into confirmed groups), shown as a gauge
- Business volume, with a toggle between amount and number of people
- Automatic comparison with the same period the previous year (for example +54% versus last year)
- 12-month trend displayed for each indicator
- Simultaneous display of the current and the following year (N and N+1), to also track activity already booked for upcoming departures
- Filtering by period: 7 days, 30 days or the whole year
- Display in the currency of your choice, among a large number of available currencies
Analyze your sales from every angle
These statistics break down along several axes:
- Groups by month, by travel agency category, by agency tag, by group tag, by tour tag, by tour category or by tour type
- Confirmed revenue per salesperson
- Annual revenue by agency category and by group nationality, with FIT/GIT split per agency
- Activity days and average basket
- Each statistic is shown as a chart (bar or pie) or as a detailed table, down to each file, with data export
- Filtering by file type (all, FIT, GIT) and display in the currency of your choice
The performance of each salesperson
Unlike the client-oriented business statistics, this view tracks the internal activity of the sales team, from an HR standpoint: the number of files handled by each salesperson, over time.
- Tracking by salesperson or manager: projects over the week, the month, the last 3 months, the last 6 months and the current year
- Number of confirmed files per salesperson
- Filtering by department and by project status (all, in progress, completed)
Expenses by type of service
The expenses incurred with suppliers are centralized and broken down by type of service.
- Expenses and cancellations per supplier (guide, hotel, local operator, public or private ground transport, car rental, air transport, entrance fees…)
- Number of service days and rooms per supplier
- Breakdown by service date or by service confirmation date, as needed
- Filtering by agency and by year, with data export
Share out files across the team
The team’s workload is visible at a glance.
- Number of groups handled per team member, over the week, the month and the year
- Number of projects handled per team member, currently, over the month and over the year
- Visual breakdown of the workload between team members, as a chart
Run your agency’s management, with no re-entry
The Dashboard’s business statistics show what makes TOOGO strong: everything is connected, from the first contact to the final invoicing. From the global KPI to a single supplier expense, the Dashboard gives an inbound agency a complete view of its activity, fed live by the CRM and Finance. A real relief for the teams running a DMC: tables and analyses are generated automatically, with no manual re-entry. Also read: France by Locals, the Dashboard and the Sustainable Score. Want to see this on your own activity? The TOOGO team will prepare a personalized demo for you.
Frequently asked questions about the TOOGO Dashboard
In TOOGO, thanks to the Dashboard and its five spaces: key indicators (KPIs), business statistics, per-salesperson tracking, supplier tracking and the team’s workload, fed automatically by the CRM and Finance.
