What does the Dashboard contains?
- My Trips: Total Sales for all trips created during this month. You can also see a year view which reflects all sales made this year.
My Clients: Total clients and prospects added by a user to the platform.
My Month-Trips: All relevant trip activity of all active, upcoming and recent trips for this particular month. Here you can also see the commissions the agency receives and the date in which they are going to be paid.
My Month-Clients: List of all clients or prospects added this month to the platform. And Reminders for relevant client activity during this month: Birthdays, Passport Expirations, etc.
Tasks: Activate Google Tasks integration so you can create your tasks list.