What is the Analytics Page?

The Analytics page gives you a clear picture of your agency’s performance. It combines three interactive charts that help you understand where your leads come from, how many are converting into clients, which clients generate the most revenue, and how your business is trending over time.

To access Analytics, click Analytics in the left sidebar.

Time Range

The Leads & Clients chart includes a time range selector in its top-right corner. Choose from 7 periods:

Last 7 days: The past week — for quick daily checks
Last 30 days: The past month — for monthly reviews
Last 90 days: The past quarter — for quarterly planning
Month to date: From the 1st of the current month to today
Last Month: The previous complete calendar month
Year to date: From January 1st to today
Last 12 months: A full rolling year of data

Changing the time range updates the Leads & Clients chart and the Lead Source chart simultaneously. The Top Clients chart always shows your all-time highest-revenue clients regardless of the selected period.

Leads & Clients Chart

This full-width chart is your primary performance view. It combines three metrics in one visualization:

Blue filled area — New leads over time
Green line — New clients over time (conversions)
Orange bars — Revenue over time

Aggregated metrics appear above the chart:

Total Leads — total new leads in the selected period
Total Clients — total new clients (conversions) in the period
Total Revenue — total trip value created in the period
Revenue/Lead — average revenue generated per lead
Conversion Rate — percentage of leads that became clients

Toggling Metrics

Click any metric label above the chart to show or hide it. For example, hide Revenue to focus on the lead-to-client conversion trend. The chart updates instantly.

Daily vs. Weekly View

The chart automatically adapts to the selected time range:

Short periods (Last 7 days, Last 30 days, Month to date, Last Month) → daily data points
Long periods (Last 90 days, Year to date, Last 12 months) → weekly data points

This keeps the chart readable at any scale.

Hover for Exact Values

Hover over any point on the chart to see a tooltip with the exact date and values for all enabled metrics.

Top Clients Chart

This chart highlights your highest-revenue clients. It shows your top 10 clients of all time — it does not filter by the selected time range.

Switch between three views using the tabs:

Revenue: Total trip value (paid + unpaid) — best for understanding overall client value

Paid: Amount already collected — best for cash flow analysis

Unpaid: Outstanding balances — best for identifying follow-up priorities

In the Revenue view, each bar is split into two parts:

Solid orange — amount paid
Light peach (dashed border) — amount unpaid

Hover over any bar to see the client’s paid amount, unpaid amount, and total revenue.

Lead Source Chart

This donut chart shows where your leads and clients come from. It updates when you change the time range.

Switch between three views using the tabs:

Source Contacts — all contacts (leads and clients combined) by source
Leads — only contacts who are still leads (not yet converted)
Clients — only contacts who have converted to clients

Each colored segment represents a source:

Manual — contacts you added directly in TravelBuilder Pro
Form webhooks — contacts who came in through a connected website form (labeled by form name)

Hover over any segment to see the source name, contact count, and percentage of the total. The hovered segment expands slightly for emphasis.

Using Lead Source Insights

Compare the Leads and Clients tabs to spot which sources convert best. A source that brings many leads but few clients may need attention — while a smaller source with a high conversion rate deserves more investment.

Key Metrics Explained

Conversion Rate

The percentage of leads that become clients. Formula: Clients ÷ Leads × 100

Benchmarks for travel agencies:

Below 10% → Review your sales follow-up process
10–25% → Typical range for travel agencies
Above 25% → Excellent performance

Revenue per Lead

Average revenue generated per lead. Formula: Total Revenue ÷ Total Leads. A higher number indicates better lead quality or higher-value trips.

Common Questions

Why doesn’t the Top Clients chart change when I select a different time range?

The Top Clients chart always shows your all-time highest-revenue clients — it’s not filtered by time period. This gives you a stable view of your most valuable relationships regardless of when you’re looking.

Why is my conversion rate 0%?

If you have leads but no clients yet, the conversion rate will show 0%. This is normal for new accounts. As you convert leads to clients in the Contacts section, the rate will update.

What counts as “revenue” in the charts?

Revenue reflects the quote amounts of trips associated with contacts created in the selected period. Both paid and unpaid amounts are included.

Can I export the analytics data?

Not currently — the analytics page is a read-only view. You can track individual payments and trip details from the Trips and Contacts sections.