Dashboard
🧭 Overview
The Dashboard is the default landing page in the Tourpaq Office application. Its purpose is to provide users—especially those in sales, operations, and management—with a quick, centralized snapshot of system activity, customer behavior, sales data, and operational metrics.
This dashboard provides a comprehensive overview of the sales and customer activity. The data is segmented into various widgets, offering insights into bookings, destinations, revenue, top-performing entities, and operational alerts.
🎯 Purpose
The dashboard aggregates and visualizes critical business data from multiple modules (Bookings, Offers, Questionnaires, Service Cases, and Finance). This allows users to:
Track sales performance at a glance
Monitor customer and destination trends
React to service and support metrics
Identify top-performing products and problem areas
✅ Preconditions
The user must have access to the dashboard page (depending on user role/permissions).
Real-time or near-real-time data must be available in the database.
System filters must be configured properly for user-specific views (e.g., agency or brand access).
🛠️ How to Use the Dashboard
🔍 Filter Controls
These control the scope of the data shown in the dashboard widgets.
Booking Period: Select a date range to view bookings created during that period.
Users: Filter the data to reflect actions made by selected users.
Brands: Choose one or more brands to limit the report to specific company identities.
Clear: Resets all filters and reloads default data.
📦 Dashboard Widgets & Field Explanations
🔹 Offers Section
Tracks the effectiveness of quotes/offers sent to customers.
Total Offers
The number of offers sent in the selected period.
Active
Offers still pending customer decision.
Unsold
Offers that were not converted into bookings.
Sold
Offers that turned into successful bookings.
Hit Rate
Percentage of sold offers out of total offers. Formula: (Sold / Total) * 100
🔹 Service Cases Section
Tracks the health of customer support operations.
New
Recently opened or reported service cases.
Closed
Resolved and completed cases.
In Progress
Currently being worked on by staff.
Waiting
On hold, awaiting action from client or external parties.
🔹 Questionnaires Section
Provides feedback quantity collected from clients.
Total
The number of survey forms received from clients, including post-trip feedback.
🔹 Customers Section
Monitors customer engagement.
Total
Total number of customers in the selected time frame.
New
First-time bookers in the period.
Recurring
Repeat customers who previously used Tourpaq services.
🔹 Notifications Section
A system-level alert for notable events or changes (not further detailed in this section).
💸 Sales Performance
📌 Sales Overview
Bookings
Total number of confirmed bookings.
Pax
Total number of passengers (can exceed bookings if bookings contain multiple passengers).
Change %
Change compared to the previous equivalent time period (e.g., last week or month).
📊 Bar Chart (Performance Trends)
X-Axis: Weekly time periods (e.g., 17/3–23/3/2025)
Y-Axis: Quantity
Blue
PAX – Number of passengers
Dark Blue
Bookings
Green
New Offers
🌍 Guest on Destinations
Tracks guest distribution by destination.
Bookings
Number of bookings per destination
Pax
Total passengers for each destination
Change %
Comparison with previous period
🏖️ Destination & Accommodation Insights
🥇 Top-Selling Resorts
Shows resorts with the most passengers booked.
🏨 Top-Selling Hotels
Highlights the most-booked hotels by total passengers.
📅 Top-Selling Days
Identifies the most popular booking dates (by number of passengers).
💰 Financial Summary
Bookings
Confirmed reservations.
Profit Total
Net profit (Revenue – Total Costs). May show loss (e.g., DKK -1,727,600).
Profit/Pax
Net profit per passenger.
Extra Total
Income from extra services like upgrades, VIP packages, or tours.
DB Total
Gross profit (Revenue – Direct Costs).
Turnover Total
Total gross revenue before costs are subtracted.
⚠️ Note on Negative Values: Financial values may sometimes be negative due to refunds, high cancellations, or cost spikes. Always cross-check with the finance module for full context.
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