The sales dashboard is used to show booking stats and sales numbers by days/months.
To access the Sales Dashboard, you:
Click on the hamburger menu on the top right hand side of any page
In the pop up menu that appears on the left, click
Search as needed:
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).
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
Bookings and Leads by Date (Purple)
Trips by Type (Red)
Trip Planners (Blue)