Travel Agency Dashboard & Reports
The franchise admin area is where the agency owner sees the business and sets it up. The dashboard charts visits and leads per week over the last six months, quote volume, the amounts quoted and invoiced this month, and website activity. Reports include an operations dashboard and an operational report. Settings cover branding (logos, favicon, background image, colours), VAT and the terms and conditions printed on quotes and invoices, an SMS notification number, website toggles, the automatic reply to new leads, Facebook Pixel and Google Tag Manager codes, the About text, on/off switches for the AI Blog and AI Lead Agent, and your Zoho Books connection. New accounts start on a trial with a trial banner and an upgrade page.
- 6 months
- Visits and leads per week
- 2
- Reports: operations dashboard and operational report
- This month
- Quoted versus invoiced
What you get
- Visits and leads per week over 6 months
- Quote volume, quoted and invoiced this month
- Website activity
- Operations dashboard and operational report
- Branding, VAT and terms and conditions
- SMS notification number and auto-reply
- AI on/off switches and Zoho Books connection
How it works
Open the dashboard
Visits and leads per week over six months, quote volume, quoted and invoiced amounts this month, and website activity.
Run reports
The operations dashboard and the operational report.
Set up the agency
Branding, VAT and terms, SMS notification number, website toggles, auto-reply, tracking codes and the About text.
Control the AI and integrations
Switch the AI Blog and AI Lead Agent on or off, and connect your Zoho Books account and organisation.
Who it's for
- Owners who want to see quoted versus invoiced for the month without a spreadsheet
- Owners who want an operational report without building it by hand
- Agencies that need their VAT details and terms on every document
- Owners who want to decide which AI features their team uses
Frequently asked questions
What does the dashboard show?
Visits and leads per week over six months, quote volume, amounts quoted and invoiced this month, and website activity.
Which reports are included?
An operations dashboard and an operational report.
What can I set up myself?
Branding, VAT and terms and conditions, an SMS notification number, website toggles, an automatic reply to new leads, Facebook Pixel and Google Tag Manager codes, the About text, AI switches and the Zoho Books connection.
Is there a trial?
Yes. New accounts start on a trial with a trial banner and an upgrade page. A blocked account shows a lock screen until it is upgraded.
From the blog
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Ready to see Dashboard, Reports & Settings in action?
Book a free demo and we'll walk you through exactly how it works for your agency.