1. Yacht / Boat Charter
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review fleet use, inspection timing, trip punctuality, disputed deliveries and charges waiting to be billed.

Overview
Yacht / Boat Charter · Overview

Yacht / Boat Charter dashboard

This quarter

Trips in view
6
Planned start in 14 days
2

Charter bookings by status

How far records got this quarter

StageReachedStep
Requested41
Confirmed1844%
Underway633%
Completed350%

Charter bookings by status

Sample counts per stage

100
-30Requested
-10Confirmed
0Underway
10Completed
10Cancelled
Example screen with sample data

Questions to answer

Fleet use

Which vessels carried the most booked days this month, and which sat idle?

Inspection timing

Which vessels come due for inspection before their next confirmed charter ends?

Crew lead load

Which captains and crew leads are booked on the most charters, and where do their dates overlap?

Trip punctuality

Which trips started or finished later than planned, and at which stops did arrivals slip?

Charges to bill

Which approved charges have not yet been invoiced, and how much is waiting per customer?

More reports

Bookings by vessel and status Grouped

Count charter bookings per Vessel, then by Status, for a starts at range.

Fleet utilization List

Booked days per vessel from starts at and ends at of Confirmed, Underway and Completed bookings.

Inspections coming due List

Vessels ordered by inspection due, with passenger capacity and crew required.

Crew lead workload List

Bookings per crew lead across a date range, excluding Cancelled bookings.

Trip state distribution List

Trips by Status for a planned start range, matching the Business Overview page.

Trip timeliness List

Planned start against actual start and planned end against actual end for each completed trip.

Stop punctuality List

Planned arrival against actual arrival for each stop, by Location.

Charges by status and type Grouped

Trip charges Amount by Status, then by charge type.

Charges by customer Grouped

Approved and Invoiced trip charges Amount by the trip's Customer, then by trip.

Set up Yacht / Boat Charter your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started