Open pipeline by stage List
Sum expected opportunity value by open status and owner.
- Travel Agency CRM
- Reports
Reports for the questions your team asks
Read pipeline value, due follow-ups and proposal decisions from the source records.
Overview×
Travel Agency CRM · Overview
Travel Agency CRM dashboard
This quarter
Travel proposals in view
6Total revision
3,710Submitted
6Proposal at in 14 days
2Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 26 | ||
| Qualified | 12 | 46% | |
| Proposal | 8 | 67% | |
| Negotiation | 4 | 50% |
Expected value USD by status
Sample totals per stage
More reports
Expected close calendar List
List opportunities by expected close date and value.
Account potential by segment List
Compare annual potential by account segment and status.
Follow-ups due List
Show open relationship activities by owner and due date.
Proposal review outcomes List
Count approve, reject and return decisions by reviewer and decision date.
Travel proposal progress List
Compare travel proposals by status, owner and proposal date.
Opportunity line value Grouped
Show quantity, unit price and discount for each opportunity's lines.
Action result history List
Show operation type, receipt status, actor and recorded date.
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