Available Reports

This is the master index of pre-built reports. Each link goes to a dedicated page describing the report's columns, filters, and how to read it.

Sales & pipeline

• Sales Funnel: Conversion at each pipeline stage.
• Enquiry Sources: Breakdown of leads by channel and marketing source.
• Targets: Set and track sales targets.

Revenue

• Revenue Overview: Headline revenue analytics with drill-down.
• Booking Trends: Volume and revenue over time, with year-on-year comparison.

Finance

• Booking Profit & Loss: Per-booking revenue, cost, and margin.
• Cash Flow Report: Projected inflows and outflows.
• Aging Report: Supplier balances bucketed by age.
• Customer Aging Report: Customer balances bucketed by age.

Customers & suppliers

• Customer Insights: Lifetime value, repeat rate, segmentation.
• Supplier Utilization: Frequency, cost share, and reliability of suppliers.

Operations

• Operational Calendar: Departure and workload calendar.
• Popular Products: Most-used catalogue items.
• Communications: Email and message activity metrics.

Custom

• Custom Reports: Build a report from a natural-language prompt.
• Saved Reports: Custom reports you've saved.