Sales Overview

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:

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).

Filters appear as compact chips in a horizontal bar. 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 left side of the chip
• Add more filters by clicking the + button and choosing from the available options
• Clear all filters by clicking the red X button at the end of the filter bar

The date filter is always visible. Other filters (supplier, inventory item, trip, product type, and search) appear only when you add them, keeping the toolbar clean.

Date filter options

The date filter 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).
• Absolute dates — pick specific start and end dates using date pickers.

You can also switch the date field between Travels on (the product's service date) and Booked on (when the booking was placed).

Saved filter views

You can save your current filter configuration as a named view so you can quickly switch between different sets of filters without re-configuring them each time.

Saving a view

1. Set up the filters you want to save
2. Click the bookmark icon at the left side of the filter bar
3. Click + Save current
4. Enter a name for the view
5. Optionally check Share with workspace to make the view visible to all team members
6. Optionally check Make default for me to have this view load automatically when you open the Sales Overview
7. Click Save

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. The active view is indicated with a checkmark.

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 page (unless you navigate to the page with specific filters in the URL).
• People icon — toggle whether the view is shared with your workspace. Shared views are visible to all team members but can only be edited or deleted by the owner.
• Trash icon — delete the view. You are asked to confirm before deletion.

Updating a saved view

If you modify the filters 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 filters. Only the view owner can save changes.

Clearing a view

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.

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:

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.

How it connects

• Products shown here come from your Trips — each row represents a product within a trip.
• Capacity and variant data are managed in Inventory.
• Supplier information links to your Suppliers configuration.
• Drill-down bookings connect to individual Orders.