Dashboards

Table of Contents

Dashboards #

To access the Dashboard page, please use the Navigation Menu on the top right corner of the home screen and select Dashboards. From there, select the Dashboard you wish to access.

GMV Dashboard #

This dashboard is used to calculate Gross Merchandise Volume (GMV). To access the GMV dashboard page, please use the Navigation Menu on the top right corner of the home screen and select Dashboards. From there, select the GMV Dashboard.

You can search for GMV by the following fields: Trip Year, Trip Type, Program Period and Trip Code.‌

Once you have entered your GMV Search parameters, click Go to display the results.

GMV Dashboard Breakdown
Example of GMV Dashboard when searching by Trip Code

GMV Dashboard Terms‌ #

Breakdown‌

  • Total Not Booked – available booking spots left

  • Total Booked – Amount of bookings

Status‌

  • Not Used – spots still available for booking

  • Used – already booked by passengers

Quantity‌

  • Numerical Value of bookings available (Total Available Traveler Spots – Bookings already made)

Total Price‌

  • List Price x Quantity of Not Used Traveler Spots = Not UsedTotal Price

  • Actual Booking Price x Number of Bookings made = Used Total Price

Total Paid‌

  • Actual amount paid by bookings

The View This Search and Export buttons at the bottom of the Dashboard are currently not available for use. These features are still being worked on by our Development team and will be available soon.

Bookings by Status (Amount)
Bookings by Status (Quantity)

We have also introduced two new fields on the Trip record to accurately calculate the GMV. The List Price and Total Available Traveler Spots fields can be found in the Overview Module of the Trip record.‌

List Price = The lowest selling price per traveller on the trip‌

Total Available Traveler Spots = Maximum number of bookings/spots available to sell on this trip

New Fields on Trip Record Overview Module

Sales Dashboard #

The sales dashboard is used to show booking stats and sales numbers by days/months.

To access the Sales Dashboard, you:

  1. Click on the hamburger menu on the top right hand side of any page

  2. In the pop up menu that appears on the left, click Dashboards

  3. Select the Sales Dashboard

  4. Search as needed:

    1. You must search by Trip Year, but can also add filters for Trip Type / Trip Planner / Campaign. You can only search by one Filter Type at a time (ie you cannot search for multiple Trip Planners in one search).

Example of the Sales Dashboard with “2019” parameters.

Charts show:

  • Bookings by Statuses or Calculated Statuses (Green)

    • Active / Cancelled / Default / New Joiner / Overdue / Pending / Unconfirmed / Waitlist / No Show

    • Traveling / Non-Traveling / Deposit Paid / $0 Paid

  • Bookings by Trip type (Orange)

    • Breakdown by Total Bookings / Travelling Bookings / Bookings with Deposit Paid / Bookings with $0 Paid / Cancelled / Leads* on Trip

      • Leads = all contacts on the Trip that are not Travelers or Organizers, and have not attempted to create a booking using the OBE

  • Bookings and Leads by Date (Purple)

  • Campaigns (Grey)

  • Trips by Type (Red)

  • Trip Planners (Blue)

Leads:

To see leads on the Trip record, this search can be entered in the Contacts module search page:

-(trips[associations]:Traveler* OR trips[associations]:Organizer*) AND -(lead_source:”OBE”)

Payments Dashboard #

Display Scheduled Payments and Transaction Information

This Dashboard is Coming Soon.

Transactions Dashboard #

Display Transaction Information

Use Groupdesk’s Transactions Dashboard to display the Total Quantity, Sum, and Total Amount of your transactions in a specific period of time.

Example of a populated Transactions Dashboard with results
Transactions Results Chart

  • Total Sum Cleared

    • Total Paid

      • Vendor Commision

      • Deposit

      • Balance

      • Payment

      • Extra Payment

      • Insurance Payment

    • Total Refunds

      • Refund

      • Extra Refund

      • Returned Refund

    • Total Spent

      • Vendor Payment

  • Total Sum Not Received

  • Total Sum Pending

Search Parameters:

  • Currency*

  • Form of Payment

  • Booking Status

  • Date Created – Start

  • Date Create – End

  • Transaction Date – Start

  • Transaction Date – End

*Mandatory Field

Transaction Status Definitions

Refers back to the definitions of our Transactions Statuses​

Bookings Dashboard #

This Dashboard is Coming Soon.

Trip Calendar Dashboard #

Display a Calendar View of Trips

We have introduced this Dashboard so that Users can easily view Trip Records in Calendar form.

Trips Display on the Calendar with the same departure date as on the Trip record and the same end date that the duration field on the trip uses to calculate the end date (based on Inventory Nights field).

Search for trips using one or multiple of the following parameters:

  • Trip Year

  • Trip Type

  • Program Period

  • Trip Code

Trip Calendar Results will Display:

  • Trip Name

  • Number of Travelling & Non-Travelling Passengers

  • Travelling Bookings numbers will appear in a green icon and Non- Travelling Bookings in a red icon.

  • If there are too many results to display on one day, a # More Trips will display at the bottom of that date. When clicked, this will expand to show the other trips.

  • Clicking on the trip name, or number of travelling/non-travelling bookings will take you to that Trip record.

Trip Records Display in Calendar View

User Dashboard #

This Dashboard is Coming Soon.