Sales Overview
Monitor product capacity, utilization, and booking activity across all trips.
The Sales Overview report gives you a real-time view of product capacity and utilization across all your trips. It shows capacity, reservations, and utilization status for every product in your workspace, helping you spot availability issues before they become problems. Results are paginated at 20 rows per page.
View modes
The report supports two view modes that give you different perspectives on your products. Switch between them using the View chip at the top-right of the filter bar.
Trip Products (default)
One row per product within a trip. This is the demand-side view, showing how each individual trip product is performing. Each row displays:
- Product type icon
- Trip name and product name (expandable if the product has variants)
- Supplier name
- Start and end dates
- Utilization bar with reserved and capacity counts
Inventory Products
One row per inventory product, with data aggregated across every trip that consumes it. This is the supply-side view, showing how your inventory is being utilized in total. Each row displays:
- Product type icon
- Inventory product name and SKU
- Supplier name
- Number of linked trip products
- Aggregated utilization bar
The inventory view is useful when you want to see overall demand for a resource shared across multiple trips -- for example, a hotel room block used by three different tour packages.
Only products that have defined capacity or at least one reservation appear in the report. Cancelled booking lines are excluded from all calculations.
Utilization status
Each product receives a color-coded utilization bar based on the percentage of capacity used:
| Status | Color | Threshold |
|---|---|---|
| No reservations | Gray | No bookings yet (0 reserved) |
| Low | Amber | Less than 40% of capacity used |
| Normal | Green | Between 40% and 79% of capacity used |
| Near capacity | Blue | Between 80% and 99% of capacity used |
| Sold out | Indigo | Capacity completely used (100%) |
| Overbooked | Red | More reservations than available capacity |
| Uncapped | Striped pattern | No capacity limit defined -- shows the reserved count without a percentage |
The bar fills proportionally to show how close the product is to capacity. Overbooked products show a full bar with a label indicating how many reservations exceed the cap (e.g., "+3 over").
Capacity inheritance
Some trip products inherit their capacity from a linked inventory product rather than defining their own. These products display a link icon next to the product name with a tooltip showing which inventory product governs their capacity. The utilization bar reflects the inventory pool's capacity rather than any trip-product-level setting.
This shared pool model means multiple trip products may draw from the same inventory allocation. The inventory products view aggregates these consumers into a single row, giving you a clear picture of total demand against available supply.
Variants
Some products have multiple variants -- for example, room types or ticket classes. Each variant tracks its own capacity and reservation count independently. Click the chevron on a product row to expand it and see the breakdown by variant.
The parent row aggregates across all variants: total reserved and total capacity are summed from the variant level. If any variant has no capacity limit, the aggregate is treated as uncapped.
Filters
Use the filter bar at the top of the report to narrow results. Filters appear as compact chips in a horizontal bar. The date filter is always visible. Other filters appear only when you add them, keeping the toolbar clean.
| Filter | Description |
|---|---|
| Date | Filter by product starting date. Defaults to the next 60 days. |
| Supplier | Show only products from one or more suppliers. |
| Inventory item | Filter by one or more linked inventory products. |
| Trip | Filter by one or more specific trips. |
| Segment | Filter by one or more order segments. |
| Label | Filter by one or more order labels. |
| Product type | Show only products of a specific type (Accommodation, Activity, Flight, etc.). |
| Search | Free-text search across product name and code. |
Each chip shows the filter name and its current value. You can:
- Click a chip to open its popover and change the value.
- Remove a chip by clicking the X icon on the chip.
- Add more filters by clicking the + button and choosing from the available options.
- Clear all filters by clicking the X button at the end of the filter bar to reset back to defaults.
Date filter options
The date filter has two settings: the date field and the date range.
Date field controls which date is used for filtering:
- Travels on (default) -- filters by the product's service or departure date. Use this to see what is coming up on specific dates.
- Booked on -- filters by when the booking was placed. Use this to analyze booking activity during a specific period regardless of when the trips actually depart.
Switch between these two modes using the toggle at the top of the date filter popover.
Date range supports two modes:
- Relative dates -- filter by a rolling window such as "next 60 days" or "last 3 months." You choose the direction (next or last), a number, and a unit (days, weeks, or months). Relative dates recalculate automatically each time you open the page.
- Absolute dates -- pick specific start and end dates using date pickers. Use this for fixed reporting periods.
Saved views
You can save your current filter and export configuration as a named view so you can quickly switch between different setups without re-configuring each time. Click the bookmark icon at the left side of the filter bar to open the views panel.
Views store everything together as a single named configuration:
- All filter settings (date range, supplier, inventory item, trip, segment, label, product type, search)
- Export configuration (change mode, row mode, and selected columns)
Saving a view
- Set up the filters and export columns you want to save.
- Click the bookmark icon.
- Click + Save current.
- Enter a name for the view.
- Optionally check Share with workspace to make the view visible to all team members.
- Optionally check Make default for me to have this view load automatically when you open the Sales Overview.
- Click Save.
Private vs shared views
Views are private by default -- only you can see and use them. When you check Share with workspace, the view becomes visible to all team members. Shared views can be loaded by anyone, but only the owner can edit or delete them. This lets you prepare standard views for your team (e.g., "Next 30 Days -- Accommodation Only") while team members can also create their own private views.
Loading a saved view
Click the bookmark icon to open the views popover. Your saved views are listed along with any views shared by other team members. Click a view name to apply its filters and export configuration. The active view is indicated with a checkmark.
If you have set a default view, it loads automatically each time you open the Sales Overview page.
Managing views
When you hover over a view you own, management controls appear:
- Star icon -- toggle whether this view is your personal default. When set, the view loads automatically each time you open the Sales Overview.
- People icon -- toggle whether the view is shared with your workspace.
- Trash icon -- delete the view. You are asked to confirm before deletion.
Unsaved changes
If you modify the filters or columns while a saved view is active, the bookmark icon shows an orange dot to indicate unsaved changes. Open the views popover and click Save changes to "[view name]" to update the view with your current configuration. Only the view owner can save changes.
Column selection changes while a view is active are auto-saved back to the view after a short delay.
To stop using a saved view and return to the default filters, open the views popover and click Clear.
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.
The drill-down applies the trip product's capacity counting rules and each booking's quantity multiplier when computing reserved capacity. This means the reserved numbers in the drill-down match the parent row's reserved value exactly.
Exporting data
The export workflow is accessible through the button group at the top-right of the filter bar. It offers four actions:
- Download -- immediately download a CSV file based on the current filters and column configuration.
- Preview data -- open a preview of the export data.
- Deliver -- send the export by email.
- Configure columns -- open the full export panel to choose columns and modes.
The full export panel slides in from the side and has three tabs: Configure, Preview, and Deliver.
Export modes
You configure the export with two settings that control what data is included and at what level of detail.
Change mode
- 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. Each row includes who made the change, when it happened, and the type of change (Added, Updated, or Deleted).
Row mode
- 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 Configure tab shows column groups that you can toggle on or off. You can drag and drop columns to reorder them.
| Group | Columns included |
|---|---|
| Changelog (Changelog mode only) | Change type, reference, timestamp, who made the change |
| Booking | Product name, type, variant, status, dates, days, nights, price, external reference, supplier message |
| Order | Order code, order status, trip name |
| Customer | Name, email, phone, unique ID, address, city, zip, country, nationality, customer type, company name, tax ID, date of birth |
| Participant (Per Booking mode) | Participant count, comma-separated participant names |
| Participant (Per Participant mode) | Full name (plus first, last, and normalized variants), type (Adult, Child, or Infant), email, phone, unique ID, nationality, date of birth, gender, seat reference, seat price, per-participant price, participant supplier messages |
A few details on specific columns:
- Days counts both the start and end dates inclusively -- a product running June 1--3 shows 3 days.
- Nights counts the difference between start and end dates -- the same product shows 2 nights.
- Normalized name variants strip diacritics (accented characters) for systems that require ASCII-only names.
The Participant group expands or contracts based on your row mode selection. In Per Booking mode it shows summary counts and comma-separated names. 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. When a saved view is active, column selections are stored with the view and auto-saved as you change them.
Previewing before export
Click the Preview tab to see a sample of the first 500 rows in a sortable table directly in the panel. Click any column header to sort by that column. The preview uses the same filters and column configuration that the final export will use, so you can verify the data shape before committing to a download or email delivery.
From the preview, you can:
- Download CSV -- downloads the full result set (not just the preview rows) as a ZIP file.
- Back to configure -- return to the column picker to adjust settings.
Downloading directly
Click the Download button in the button group to immediately download a CSV based on the current filters and column configuration. The file is delivered as a ZIP archive named sales-overview-{from}-{to}.zip, where {from} and {to} reflect the date range of your filters.
Sending by email
Instead of downloading the CSV directly, you can have the export generated and emailed to any address. This is useful for sharing reports with colleagues who do not have access to the system.
- Click Deliver in the button group, or open the export panel and switch to the Deliver tab.
- Enter the recipient's email address (defaults to your own).
- Optionally add a message to include in the email.
- Click Queue delivery.
The export is generated server-side and delivered as a CSV attachment. You receive a confirmation notification when the delivery is queued.
How it connects
- Trip products view shows products from your Trips -- each row represents a product within a trip.
- Inventory products view shows products from your Inventory -- each row aggregates demand across all trips consuming that inventory item.
- Capacity and variant data are managed in Inventory. Products with inherited capacity show the inventory pool values.
- Supplier information comes from your Suppliers configuration.
- Drill-down bookings connect to individual Orders.
- Segments and Labels are available as filters to narrow the report to specific business areas or custom groupings.