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Each report offered within the TripWorks dashboard was developed in response to our clients' needs to collect and visualize pertinent business data — from customer contact information to marketing performance trends to detailed breakdowns of payments, taxes, and surcharges. Below...
July 19th, 2022 2406 views 0 likes
The Payout Report offers a comprehensive summary of both recent and upcoming payout details, including: • Total deposit amount to be delivered • Breakdown of charges, refunds, adjustments, and fees that contribute to the total deposit • List of transactions included in each...
September 20th, 2022 2226 views 1 likes
The Dashboard consolidates your most relevant business information into a single location and helps you quickly see the health of your business. This article will explain some key elements in the Dashboard, along with a more detailed breakdown below: Feature Description...
May 5th, 2021 1199 views 1 likes
You can easily access and download your customer contact details by running the Guests Contacts Report. This report includes information for all guests on a trip, as long as their name, email, and phone number have been added to their...
October 13th, 2021 551 views 0 likes
Conceptually, the biggest difference between the Sales and Finance Reports in your dashboard is this: Sales Reports highlight the value of all products and/or services sold during a specific time period, regardless of how much money was actually collected at...
July 20th, 2022 1752 views 1 likes
When partnering with Resellers (OTAs & Private Partners), it's important to have visibility on which sales were made by each reseller and which were made by members of your team. This makes it easy for you to see where your...
October 14th, 2022 2487 views 1 likes
For business owners, easy access to key business metrics — such as monthly, quarterly, and annual credit card charge volume — is invaluable. While there are many ways you can track this metric, the TripWorks platform strives to make it...
December 15th, 2022 1774 views 0 likes
Accurately tracking which customers have checked in versus those who haven't is essential not only for managing your events smoothly but also for re-marketing efforts, sending review emails only to those who completed an activity, or filtering based on custom...
August 28th, 2024 567 views 1 likes
Tracking abandoned cart conversions is a crucial feature that allows you to see how many potential customers begin the booking process but don’t complete it, and how many of those incomplete bookings eventually turn into confirmed purchases. With our Abandoned...
September 17th, 2024 553 views 1 likes
Marketing attribution is a key tool for understanding why a customer makes a purchase or books a trip. This article explains how to track the sources that drive traffic to your TripWorks booking widget and how to use marketing attribution...
September 26th, 2024 742 views 1 likes
The Daily Executive Summary Report provides a performance snapshot of your business for each day, helping you monitor key sales and payment trends. It offers detailed insights into sales by source, daily, weekly, and monthly performance trends, and breaks down...
October 17th, 2024 475 views 1 likes