Sales Overview
Monitor product capacity, utilization, and booking activity across all trips.
The Sales Overview report gives you a real-time view of how your trip products are performing. It shows capacity, reservations, and utilization status for every product across your workspace, helping you spot availability issues before they become problems.
How it works
The report displays one row per trip product. Each row shows the product name, supplier, dates, and a visual utilization bar that indicates how full the product is relative to its capacity.
Only products that have defined capacity or at least one reservation appear in the report. This keeps the view focused on products that matter.
Utilization status
Each product receives a color-coded utilization status:
| Status | Color | Meaning |
|---|---|---|
| No Reservations | Gray | No bookings yet |
| Normal | Green | Less than 70% of capacity used |
| Near Full | Orange | Between 70% and 99% of capacity used |
| Full | Red | Capacity completely used |
| Overbooked | Red | More reservations than available capacity |
If a product has no defined capacity, the reserved count is shown without a bar or percentage.
Variants
Some products have multiple variants (e.g., room types or ticket classes). Each variant tracks its own capacity and reservation count independently. You can expand a product row to see the breakdown by variant.
Filters
Use the filter bar at the top of the report to narrow results:
- Date range — Filter by product starting date. Defaults to the current month.
- Search — Free-text search across product name and code.
- Supplier — Show only products from a specific supplier.
- Inventory product — Filter by a linked inventory product.
- Product type — Show only products of a specific type (e.g., Accommodation, Flight).
Click Apply to run the filters, or Reset to clear them all.
Viewing bookings
Click on a product row to drill down into the individual bookings for that product. This shows all non-cancelled orders associated with the product, including participant and payment details.
Exporting data
Click the Download button to open the export panel. The export produces a ZIP file containing CSV data.
Export modes
You configure the export with two settings:
Change mode controls what data is included:
- Current Status — One row per active booking as it currently stands. This is a snapshot of the current state.
- Changelog — One row per change event within the selected date range. Includes who made the change, when, and what type of change (Added, Updated, or Deleted).
Row mode controls the level of detail:
- Per Booking — One row per booking with participant counts summarized.
- Per Participant — One row per individual participant, with full participant details including seat assignments and per-participant pricing.
Selecting columns
The export panel shows column groups that you can toggle on or off:
| Group | Columns Included |
|---|---|
| Changelog (Changelog mode only) | Change type, reference, timestamp, and who made the change |
| Booking | Product name, type, variant, status, dates, price, external reference, public notes, internal notes |
| Order | Order code, order status, trip name |
| Customer | Name, email, phone, address, zip, city, country, nationality, date of birth, tax ID, company name and details |
| Participant | Participant name, type, email, phone, nationality, date of birth, passport details, seat assignment, per-participant pricing |
The Participant group expands or contracts based on your row mode selection — in Per Booking mode it shows summary counts, while in Per Participant mode it shows full individual details.
Your column selections are remembered for each mode combination, so you only need to configure them once.