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 next 60 days.
• Search — Free-text search across product name and code.
• Supplier — Show only products from one or more suppliers.
• Inventory product — Filter by one or more linked inventory products.
• Trip — Filter by one or more specific trips.
• 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
• Click Clear filters at the end of the filter bar to reset all filters back to defaults

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 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/departure date. Use this to see what's 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. Views are powered by the UserViews system, which stores filters, column selections, and export modes together as a single named configuration.

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

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.

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.

What views store

A saved view remembers:

• All filter settings (date range, supplier, inventory item, trip, product type, search)
• Export configuration (change mode, row mode, and selected columns)

When you load a view, both the filters and the export panel configuration are restored. Changes to column selections while a view is active are auto-saved back to the view after a short delay.

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 (in the top-right of the filter bar) to open the export panel. The export workflow has three steps: configure, preview, and download or send.

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. When a saved view is active, column selections are stored with the view and auto-saved as you change them.

Previewing before export

After configuring the change mode, row mode, and columns, click Preview to see a sample of the first 50 rows in a table directly in the panel. The preview uses the exact same filters and column configuration that the final export will use. This lets you verify the data shape before committing to a download or email send.

From the preview, you can:

• Download CSV — downloads the full result set (not just the preview rows) as a ZIP file
• Send by email — queues the CSV to be generated and emailed to an address you specify (see below)
• Back to configure — return to the column picker to adjust settings

Sending by email

Instead of downloading the CSV directly, you can have Itsy generate the export and email it to any address. This is useful for sharing reports with colleagues or scheduling regular data pulls.

1. From the preview step, click Send by email
2. Enter the recipient's email address (defaults to your own)
3. Optionally add a message that will be included in the email
4. 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

• 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.