What metrics can I track with the Analytics Dashboard?

You get a complete view of your sales funnel: Lead volume (how many new inquiries you're getting daily/weekly/monthly), Conversion rate (what percentage of leads become paying clients), Revenue tracking (total bookings, paid amounts, and outstanding payments), Lead sources (which website forms and channels drive the most business), Top clients (who your highest-value customers are by total booking value), Revenue per lead (how much each inquiry is worth on average). All metrics update in real-time as you capture leads and close bookings.

How does lead source tracking work?

Every contact is automatically tagged when they enter your system—either '✏️ Manual' (if your team added them) or '📝 [Form Name]' (if they came from a website form). The Analytics Dashboard shows you a visual breakdown of where all your contacts come from, filterable by All Contacts, Leads only, or Clients only. This tells you which forms convert lookers into bookers.

What time periods can I analyze?

You get 8 flexible time range options: Short-term snapshots (Last 7 days, 30 days, 90 days), Month-based (Month-to-date (MTD), Last full month), Year-based (Year-to-date (YTD), Last 12 months). The charts automatically switch between daily view (for short periods) and weekly view (for longer periods) to keep data clean and readable.

Can I compare different time periods?

Currently, you can view one period at a time, but you can quickly toggle between periods to compare trends. For example, switch from 'Last 30 days' to 'MTD' to see if this month is trending better than your recent average.

Do the charts update automatically?

Yes! When you change the time range on the main Leads & Clients chart, the Lead Source chart automatically updates to match. All data stays synchronized so you're always comparing apples to apples.

How is Revenue calculated in the dashboard?

Revenue is based on actual payments recorded in the system (not just quotes or proposals). The chart shows coral bars for daily/weekly revenue totals. The system distinguishes between paid (confirmed income) and unpaid (outstanding invoices). This gives you accurate cash flow visibility, not just potential revenue.

What's the Top Clients by Revenue chart for?

This horizontal bar chart shows your top 10 clients by total booking value. You can toggle between three views: Revenue (total value with paid/unpaid breakdown), Paid (only confirmed payments received), Unpaid (outstanding invoices needing collection). This helps you prioritize follow-ups, identify at-risk revenue, and recognize your VIP clients.

Why does knowing my lead source matter?

Not all marketing channels perform equally. Your detailed trip planning form converts at 40%, while your homepage quick form converts at 8%. Manual leads (referrals, in-person) have 3x higher average booking value. Instagram inquiries take 2x longer to convert than Google Search leads. This data tells you where to invest your marketing budget and which forms need optimization.

How quickly will I have enough data to see trends?

You'll start seeing patterns within your first month: Week 1 (Baseline lead volume and sources), Week 2-4 (Conversion patterns emerge), Month 2 (Enough data to compare month-over-month growth), Month 3+ (Seasonal trends, campaign performance, and optimization opportunities become clear). The more data you have, the more actionable insights emerge.

How do I use this data to make better business decisions?

Here are three immediate actions most agencies take: Marketing Budget Allocation (Stop spending on channels with low conversion, double down on high-performers), Follow-up Prioritization (Focus energy on lead sources that historically convert at 30%+ vs. those at 5%), Form Optimization (If your detailed form converts 3x better than your quick form, promote the detailed version). The data removes guesswork and shows you exactly where to focus effort.

Do I need to set anything up to start seeing analytics?

No setup required! Analytics automatically populate as you: Capture leads (manually or via forms), Convert leads to clients, Record trip bookings and payments. The dashboard pulls from your existing CRM data in real-time.

How often does the data update?

Analytics update in real-time. When a new lead comes in or converts to a client, the dashboard reflects it immediately—no waiting for overnight batch processing.

Analytics & Insights Dashboard for Travel Agencies

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Conversion

Measure Conversion Success

Turn numbers into clarity — track leads, conversions, and revenue together to measure what truly works.

Sources

Identify your best lead sources

Get clarity on what converts — visualize every lead source and see which channels drive paying clients.

Revenue

Track Client Revenue Performance

Know your top clients — track revenue, forecast growth, and make smarter decisions backed by real data.

Conversion

Capture leads automatically

Connect your website to TravelBuilder Pro by copying a simple link into your contact form. Every visitor who contacts you instantly becomes an organized lead in your dashboard – no manual data entry.
‍
Works with any website (WordPress, Webflow etc.).
Setup: 2 minutes flat. Zero technical skills required.

CRM - Centralize client and leads

Easily track client preferences, trip history, and proposal status. Manage follow-ups and maintain professional relationships at scale.

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Itinerary builder

Quickly assemble day-by-day itineraries using pre-built content blocks for accommodations, activities, and transport. Save time and secure more bookings with a professional look.

Library — "Travel blocs"

Build your library of reusable travel blocks—hotels, activities, restaurants, transport—and drop them into any itinerary in seconds.

Team management

Everyone works with the same branding, sees the same client data, and contributes to your agency's success. Track performance with team-wide analytics and keep everyone aligned—without the chaos.

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Manage Suppliers

Centralize all your supplier relationships—hotels, tour operators, transport providers, and more. Save contacts, rates, and booking notes. Search, compare, and track performance with supplier analytics.

Starter
$25/user /mo
$300 billed yearly
Essential tools for small agencies to create and deliver professional itineraries.
- Includes:
- Unlimited client profiles
- Branded PDF itineraries
- Pre-built content blocks
7 days free trial ->
Professional
$45/user /mo
$540 billed yearly
Advanced features for growing agencies needing custom branding and collaboration.
- Everything in Starter, plus:
- Custom agency branding
- Team collaboration tools
- Reusable content library
- Multi-language support
7 days free trial ->
Premium
$69/user /mo
$828 billed yearly
Comprehensive solution for large agencies with advanced needs and integrations.
- Everything in Professional, plus:
- White-label options
- API & integrations
- Role-based access control
- Dedicated account manager
- Priority support
7 days free trial ->

Starter
$30 /user/mo
Essential tools for small agencies to create and deliver professional itineraries.
- Includes:
- Unlimited client profiles
- Branded PDF itineraries
- Pre-built content blocks
7 days free trial ->
Professional
$55/user /mo
Advanced features for growing agencies needing custom branding and collaboration.
- Everything in Starter, plus:
- Custom agency branding
- Team collaboration tools
- Reusable content library
- Multi-language support
7 days free trial ->
Premium
$85/user /mo
Comprehensive solution for large agencies with advanced needs and integrations.
- Everything in Professional, plus:
- White-label options
- API & integrations
- Role-based access control
- Dedicated account manager
- Priority support
7 days free trial ->

All plans come with ZERO setup fee, 0% commission

Build itineraries. Impress clients. Grow fast.

Streamline trip planning with powerful tools for agencies. Create detailed, professional itineraries in minutes, manage clients with ease, and track performance with real-time analytics.

Start a 7 days free trial ->

Analytics Dashboard for travel agencies

Data is power for your travel agency