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Pipeline Overview
Monthly Revenue (CAD)
Advisor Performance
| ADVISOR | LEADS | BOOKED | CONVERSION | COMMISSION | ROLE |
|---|---|---|---|---|---|
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Recent Leads
| CLIENT | DESTINATION | STAGE | ADVISOR | DATE |
|---|---|---|---|---|
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Smart Insights & Recommendations
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Revenue Trend (12 mo, confirmed)
Booking Pipeline Funnel
Revenue by Trip Type
Revenue by Platform
Advisor Performance Leaderboard
| ADVISOR | REVENUE | CONVERSION | RESPONSE (avg hrs) | PIPELINE PROGRESS | STUCK |
|---|---|---|---|---|---|
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Client Travel Preferences
Preference → Booking Conversion
% of clients who said they wanted this trip type and actually booked one.
Lead Pool - Awaiting Assignment
Every prospect in one place, however they came in - marketing leads, "Book Consultation" web-form submissions, and manual entries. Each shows a suggested advisor; confirm it or pick a different one before assigning.
| NAME | CONTACT | DESTINATION / TRIP | SOURCE | SUGGESTED ADVISOR | RECEIVED | ACTION |
|---|---|---|---|---|---|---|
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All Leads
All
New
Active
Booked
Lost
| NAME | PHONE | DESTINATION | BUDGET | STAGE | ASSIGNED TO | CREATED | ACTIONS | |
|---|---|---|---|---|---|---|---|---|
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Consultation Requests
All
Pending
Assigned
Activated
Contacted
Converted
| TEST? | CLIENT | TRAVEL TYPE | QUALITY | ASSIGNED TO | STATUS | DATE | ACTION | |
|---|---|---|---|---|---|---|---|---|
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Advisor Management
| NAME | PHONE | ROLE | LEVEL | STATUS | ACTION | |
|---|---|---|---|---|---|---|
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Advisor Applications
Pending
Approved
Rejected
Interviewed
All
| SCORE | NAME | PHONE | LANGUAGES | DATE | ACTION | |
|---|---|---|---|---|---|---|
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Interview Evaluation
Select an application to conduct an interview.
Fund Distribution
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Expedia Sales
| ADVISOR | DESTINATION | AMOUNT | REF | STATUS | DATE | ACTION |
|---|---|---|---|---|---|---|
| No sales yet. | ||||||
Amazon Sales
| ADVISOR | ASIN | AMOUNT | STATUS | DATE |
|---|---|---|---|---|
| No sales yet. | ||||
My Affiliate Links
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Portal Settings
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