Dashboard

The real-time command centre for your sales, bookings, and operational activity.

Overview

The Dashboard is the default landing page of Tourpaq Office. It provides a centralised, real-time snapshot of your business — combining data from Bookings, Offers, Finance, Questionnaires, and Service Cases into a single, filterable view.

It is designed for quick situational awareness: you can assess the health of your sales pipeline, spot operational issues, and monitor financial performance — all without navigating to ind

Purpose

The Dashboard exists to help sales managers, tour operators, and administrators answer key business questions at a glance:

  • How are bookings and revenue performing compared to the previous period?

  • Which destinations, resorts, and hotels are selling best?

  • How many offers are converting into bookings?

  • Are there open service cases or unresolved quality issues?

  • What is the current profit and turnover picture?


Preconditions

Before using the Dashboard, ensure the following:

  • You are logged in with a user role that has Dashboard access. If you cannot see the Dashboard, contact your system administrator to review your permissions under Usersarrow-up-right.

  • Your Brand is correctly selected. Dashboard data is scoped to the Brand(s) you have access to.

  • Underlying data must exist — a fresh system with no bookings or offers will show empty widgets. This is expected behaviour.

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If widgets are showing zero values unexpectedly, first check that your Brand and date filters are set correctly before assuming a data issue.


How to Use the Dashboard

Step 1 — Open the Dashboard

The Dashboard loads automatically when you log in to Tourpaq Office. You can return to it at any time by clicking Dashboard in the left sidebar.


Step 2 — Apply filters

The filter bar at the top of the Dashboard controls the scope of all widgets simultaneously.

Filter
What it does

Booking Period

Limits all data to bookings created within the selected date range

Users

Filters data to show only activity by the selected user(s)

Brands

Limits the view to one or more specific Brands

Clear

Resets all filters and reloads the default full-data view

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Step 3 — Read the widgets

The Dashboard is divided into several widget groups. Each is described in detail in the Field Reference section below.

Work through the widgets from top to bottom for a full operational picture:

  1. Summary counters (Offers, Service Cases, Questionnaires, Customers, Notifications) — quick health check

  2. Sales Performance — bookings and passenger volume trends

  3. Guest on Destinations — where your customers are going

  4. Destination & Accommodation Insights — top resorts, hotels, and booking days

  5. Financial Summary — revenue, profit, and margin overview


Field Reference

Filter Controls

Field
Type
Description

Booking Period

Date range picker

Defines the time window for all dashboard data. Defaults to the current month.

Users

Multi-select dropdown

Filter by one or more agent/user accounts. Leave blank to show all users.

Brands

Multi-select dropdown

Filter by one or more Brands. Leave blank to show data across all accessible Brands.

Clear

Button

Resets all three filters to their default (unfiltered) state.


Offers Widget

Tracks the performance of quotes and offers sent to customers within the selected period.

Field
Description

Total Offers

Total number of offers created and sent in the selected period

Active

Offers that are still open — the customer has not yet accepted or declined

Unsold

Offers that expired or were declined without converting to a booking

Sold

Offers that were accepted and converted into confirmed bookings

Hit Rate

Conversion rate: the percentage of total offers that resulted in a booking. Formula: (Sold ÷ Total Offers) × 100


Service Cases Widget

Provides a real-time count of customer support cases, organised by status.

Field
Description

New

Cases that have been opened but not yet assigned or actioned

In Progress

Cases currently being handled by a staff member

Waiting

Cases on hold, pending a response from the customer or an external party

Closed

Cases that have been fully resolved and closed

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A high number of New or Waiting cases may indicate a support backlog. Review Service Casesarrow-up-right for details.


Questionnaires Widget

Field
Description

Total

Total number of post-trip feedback forms received from customers in the selected period


Customers Widget

Monitors customer volume and acquisition within the selected period.

Field
Description

Total

Total number of customers associated with bookings in the period

New

First-time customers — those who have no previous booking history in the system

Recurring

Returning customers who have booked at least once before


Sales Performance — Overview

High-level booking and passenger metrics for the selected period.

Field
Description

Bookings

Total number of confirmed bookings in the period

Pax

Total number of passengers across all bookings. Will exceed the booking count for bookings with multiple travellers

Change %

Percentage change compared to the equivalent previous period (e.g. same date range last month or last year). Positive = growth, negative = decline


Sales Performance — Bar Chart

A visual trend chart showing booking and passenger activity over time.

Element
Description

X-Axis

Weekly time periods (e.g. 17/3–23/3/2025)

Y-Axis

Quantity (number of bookings, passengers, or offers)

Blue bars

PAX — total number of passengers per week

Dark blue bars

Bookings — total confirmed bookings per week

Green bars

New Offers — number of new offers created per week

View toggle

Switch between weekly, monthly, and yearly views using the toggle above the chart


Guest on Destinations

Shows how bookings and passengers are distributed across destinations.

Field
Description

Destination

The travel destination (country or region)

Bookings

Number of bookings travelling to that destination

Pax

Total passengers travelling to that destination

Change %

Comparison with the equivalent previous period


Top-Selling Resorts

Lists the resorts with the highest passenger volume in the selected period. Useful for identifying which specific areas within a destination are most popular.

Field
Description

Resort

Name of the resort

Pax

Total passengers booked to that resort


Top-Selling Hotels

Lists the hotels with the highest passenger volume. Useful for understanding accommodation performance and informing contract negotiations.

Field
Description

Hotel

Name of the hotel

Pax

Total passengers booked at that hotel


Top-Selling Days

Identifies the days of the week or calendar dates with the highest booking volumes. Useful for staffing and campaign timing decisions.

Field
Description

Day / Date

The day or date in question

Pax

Total passengers booked for departures on that day


Financial Summary

Provides a high-level financial overview of the business within the selected period.

Field
Description

Bookings

Total number of confirmed bookings contributing to the financial data

Turnover Total

Total gross revenue generated before any costs are deducted

DB Total

Direct Booking Total — gross profit calculated as Revenue minus direct supplier costs

Profit Total

Net profit after all costs (direct and indirect) are deducted. May show a negative value during periods of high cancellations, refunds, or cost spikes

Profit/Pax

Average net profit per passenger. Formula: Profit Total ÷ Total Pax

Extra Total

Revenue generated from extras (e.g. transfers, insurance, activities, upgrades)

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FAQ

Q: Why are all my Dashboard widgets showing zero? The most common cause is an active filter that doesn't match any data — for example, a Booking Period with no bookings, or a Brand/User combination that has no activity. Click Clear to reset all filters and check if data appears. If widgets remain empty after clearing filters, contact your system administrator.


Q: The Change % figure is missing or showing "N/A" — why? The Change % requires comparable data from a previous equivalent period. If no data exists for the comparison period (e.g. the system was not in use at that time), the field will not display a value.


Q: Can I customise which widgets appear on the Dashboard? Widget visibility is controlled by your user role and system configuration. Individual widget rearrangement is not currently available as a self-service option. Contact your system administrator if you need a different default view.


Q: The financial figures on the Dashboard don't match my Finance reports — why? The Dashboard provides a summary view based on booking-level data. Detailed finance reports may use different calculation methods, cost allocations, or include manually registered adjustments not visible in the Dashboard summary. Always use the Finance modulearrow-up-right for authoritative financial figures.


Q: Can I export the Dashboard data? The Dashboard itself does not have a direct export button. For exportable reports, use the Export modulearrow-up-right or the individual finance and booking reports.


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