For users of the TourCMS tour operator ecommerce platform
Booking Quotation Reports
Hi Alex
Is there a way to see how much value there is for a future month for quotation, provisional and confirmed.
Is there also a way of looking at the number of enquirers/bookings we have each month.
I am trying guage how things are stacking up for this year as it looks like a massive slump for June and a reduction in session days in May.
Cheers
Jim
Tags: booking, quotation, report
Views: 3
Replies to This Discussion
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Permalink Reply by Alex Bainbridge on -
Hi Jim
Does the year on year chart help with that? (by start date?)
That certainly has revenue projections by different types of booking status - based on months.
If not, you can use the booking summary report - and run that for several months - and do a manual comparison. (manual meaning you would have to do the summs yourself, rather than the year on year chart, where you can see at a glance how things are progressing)
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Permalink Reply by Jim Davis on
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Hi Alex
What I would like to do is see the value of the bookings that are still at the quotation stage.
Cheers
Jim
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Permalink Reply by Alex Bainbridge on
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Hi Jim
Have a look at the year on year charts now. New quotation report added.
Incidentally, I notice you have some quotations for historical travel dates - these probably should be either cancelled (and refunded) or confirmed (if they took place). Otherwise your analysis can get a bit messy. Also your operational reports (which tend to only report on confirmed bookings) can miss people.
Normally a quotation will only not expire (when historical) when you have taken money on the booking hence a member of staff needs to consider what to do with the money.
Cheers
Alex
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Permalink Reply by Alex Bainbridge on
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Hi Jim
The other place that is good to see your outstanding quotations / provisional bookings is the quotes / provisional bookings tab on the bookings page.
That is ordered by expiry date.
Should be a useful page that (as long as you clear down your old bookings that are historical and should have expired)
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