Dashboard

The Dashboard screen supports administrators to quickly and proactively cover internal affairs and data is updated in real time.

1. Quotation/ Booking/ Operator Tour/ Finalization

1.1. Quotation:

(1) Number of total quotations available on the system

(2) Number of quotations in current month. The system automatically compares with the previous month to calculate the increase/decrease ratio

1.2. Booking:

(1) Booking: Number of total bookings available on the system (Note: Includes "Cancelled" bookings)

(2) Booking done: Number of booking in process in current month. The system automatically compares with the previous month to calculate the increase/decrease ratio

(3) Booking not done: Number of booking not yet in process in current month. The system automatically compares with the previous month to calculate the increase/decrease ratio

1.3. Operator Tour/ Finalization

(1) Operator Tour: Number of total tours performed in the Operation and not yet finalized

Note: Number of Operator Tours will be smaller than the number of Bookings because the S.I.C Tour will be combined from many bookings into 01 Operator Tour (depending on the number of sales bookings sold for a specific departure date according to the tour's organization plan)

(2) Finalization: Number of Operator Tours has been finalized

2. Tour Open For Sale

(1) Displays the number of tours open for sale by month

(2) Details of tours with the number of seats sold, the number of seats waiting

(3) Navigate to the detailed tour schedule and list of bookings

3. Income/ Payment/ Profit

3.1. Income:

(1) Estimated Revenue: Record monthly revenue, do not accumulate data between months

Total value of the Bookings that have been operated in the month: Condition is based on the date of transfer to operator (Booking that has not been operated does not count revenue)

Total other revenues of Booking: Condition date is the Date of voucher

(2) Real Income: Total value of receipts (confirmed receipt) with the voucher date in the month and minus the total value of vouchers (paid to customers, confirmed) in that month

(3) Profit: The system calculates the profit from the total value of the bookings transferred to operating in the month (calculated by the time on which the booking changes to the operating status) and subtracts the total estimated cost of the booking (total nett booking)

3.2. Payment:

- Estimated Expense: The estimated costs to be paid to the Supplier in the tour and the individual service bookings are based on the tour departure date or service use date for individual service bookings (Hotel room, Air ticket ...) in month

- Real Expense: The costs have been confirmed to be paid to the Supplier, based on the tour departure date or service use date for individual service bookings (Hotel room, Air ticket...) in the month.

4. Customer Debt/ Supplier Debt

4.1. Customer Debt:

You can choose the time to check your debt according to your needs

Customer debt statistics up to the present time: Debts at the beginning of the period + Debts in the month

In which:

Tổng Công nợ khách hàng: Tổng giá trị các booking và các khoản thu khác từ trước đến tháng đang chọn, hệ thống ghi nhận dữ liệu theo ngày tạo Booking

- Total Customer Debt: Total value of bookings and other revenues from previous to the selected month. The system records data according to the date of Booking creation

- Receipted: Total receipts (Confirmed receipts) from previous to the selected month. The system records data according to the date of Booking creation

- Deduction: Total amount of Refund vouchers from previous to the selected month. The system records data by Date of Voucher

- Balance: Total Customer Debt minus Receipted and minus Deduction

4.2. Supplier Debt

- Total Supplier Debt: Total Nett of the services confirmed with the Supplier, records Supplier Debt by date service status

- Receipted: Total actually paid (Confirmed payment voucher), Date of voucher in the month

- Deduction: Total amount of Refund vouchers from previous to the selected month. The system records data by Date of Voucher

- Balance: Total Customer Debt minus Receipted and minus Deduction.

5. Payment Request

Display a list of offers for service payments

You can filter payment offers by 1 time period

The system records data by Date of payment in the Payment Request Voucher

6. Customer Data

(1) Convert Rate: The ratio of customers who book services to total customers of each customer group in the month

(2) Number of new customers in the month

(3) Customer Convert Rate: Graph of total number of new customers added in the month and total number of customers who book services in that month

(Display data 12 months from the current time backwards)

7. Revenue Follow Service

The system displays the total monthly revenue and the percentage of revenue by service group

The condition for data recording is the date of Transfer of Operations

8. Supplier

Statistics on the number of Suppliers in the system by type of service

9. Happy Birthday

Birthday data is displayed from the date of customer's birth in the list of departing tours