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Welcome back! Here's your business overview.

New Leads

12

This week

14%vs last week

Active Clients

34

Total managed

Trips in Planning

8

Needs attention

Est. Commission

$2,984

From booked trips

Booked Trips

5

Follow-Ups Due

7

Action needed

Group Inquiries

3

Awaiting response

AI Drafts Ready

3

Pending review

Monthly Revenue & Leads

6-month trend

Trip Pipeline

Leads4
Planning3
Booked5
Awaiting Deposit2
Completed8

Recent Inquiries

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PW

Patricia Williams

Caribbean · 14 travelers

New
J&

James & Priya Patel

Greece · 2 travelers

Contacted
TM

The Martinez Family

Mexico · 5 travelers

Quote Prepared
RT

Rev. Thomas Green

Punta Cana · 22 travelers

Follow-Up Needed

Upcoming Trips

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Sarah Johnson

Cancun, Mexico

Now
Booked

Michael Rodriguez

Alaska Cruise

Now
Final Payment Due

Amanda Lee

Punta Cana, Dominican Republic

Now
Planning

David Thompson

Alaska Inside Passage

Now
Traveling Soon

Follow-Ups Due

View all

Sarah Johnson

Final Payment Reminder

Jul 10, 2024

Needs approval

Michael Rodriguez

Final Payment Due

Aug 5, 2024

Needs approval

David Thompson

Pre-Trip Packing Tips

Jul 13, 2024

David Thompson

Welcome Home + Review Request

Jul 30, 2024

💡 7 follow-ups need attention today