Read agency sales

Sales in the Admin portal totals your whole agency's sales or commissions for a year, by agent or by product, compared with the year before. Expand any row for its monthly chart and drill in.

Reference Last updated View as Markdown Open this screen

What you can switch

Control Options Starts on
Measure Sales or Commissions Sales
Date Book Date or Checkout Book Date
Year Any year with data This year
Currency USD, EUR or MXN, with optional conversion rates USD
Status Active, Completed, Cancelled Active and Completed
Include Customer travel, Personal travel, Agency travel, Commissionable, Non-commissionable All

Agency Sales grouped By Agent, with Company Total first and a row per agent showing month to date, last month, year to date and a comparison with last year
Sales by agent. Expand a row with the arrow on the right.

How it is grouped

Start By Agent or By Product. The first row is Company Total.

Expand a row to see its monthly chart, then drill in:

You are looking at You can drill into
An agent Their products, destinations and properties
A product Its agents and destinations
A destination Its agents and properties
A property Its agents

The breadcrumb at the top shows where you are. Select Sales in it to start over.

The columns

Measure Columns
Sales This month to date, last month, and the year to date
Commissions Agency, Agent and Gross
Both This year compared with the year before

Select a column heading to sort by it.

One team member's sales

Select Team Members, open the person, and select their Sales tab. It shows their monthly sales for a year, by Book Date or Checkout. Select a month to list its reservations.

If something goes wrong

"No sales data" with "Try adjusting your filters"

Nothing matches the year, currency, status and Include choices. Check the currency first, then the status.

An agent shows zero

For the current year, By Agent lists every active team member, including those with no sales yet.

Still stuck?

Email support@kindra.ai with what you were trying to do and what happened instead. A person answers.