Dashboard
All plansTotal leads, matured leads, win rate and monthly revenue, with a 6-month trend.
Reports and analytics
Know which leads, people and sources actually make you money
See total leads, matured leads, win rate and monthly revenue at a glance. Track target vs achieved for every team member, payments received and due, and which lead sources turn into bookings.
All plansIncluded on every plan. Compare plans
- No credit card needed
- Every feature unlocked in the trial
- Hindi and English support
Total leads486
Matured61 · win rate 12.6%
Revenue₹38.4 lakh
Top sourceTripClap marketplace · 18% win rate
Top performerNeha · 112% of target
Why it matters
You can't improve what you can't see
Running on gut feel
- Monthly numbers pulled together in Excel
- No idea which source brings bookings
- Team targets tracked informally
- Pending payments discovered too late
With TripClap CRM reports
- Live dashboard with win rate and revenue
- Source-wise and user-wise lead reports
- Target vs achieved for every user
- Payment reports showing what's due
How it works
What you can track
- Step 1
Leads
Total, by status and by source, with a 6-month trend.
- Step 2
Conversions
Matured leads, win rate, and on Pro Plus and above, pipeline conversion rate and average deal size.
- Step 3
Revenue and payments
Monthly revenue, payments received, payment links and package payments.
- Step 4
Team performance
Target vs achieved and user-wise lead reports for every team member.
What you get
Reports and dashboards
Leads by status and source
All plansSee where leads come from and where they stand.
Performance report
All plansTarget vs achieved for every user.
Source-wise lead report
All plansCompare Facebook, Google, website and TripClap marketplace leads.
User-wise lead report
All plansSee how each team member's leads are moving.
Payment reports
All plansPayments, payment links and package payments.
Pipeline metrics
Pro Plus+Conversion rate and average deal size in the prospect tracker.
AI answers
All plansAsk questions like “Show my new leads” instead of building a report.
Google Sheets export
Enterprise EliteSend lead data to Google Sheets with automations.
Guide
Five numbers every travel agency owner should check weekly
You don't need dozens of reports. These five numbers tell you most of what you need to know about a travel business.
1. Leads by source
Where your enquiries come from, and whether that's changing week to week.
2. Win rate by source
The share of leads from each source that book. A cheap source with a low win rate can cost more than an expensive one that converts.
3. Response and follow-up discipline
How many leads are sitting in New or Follow Up without action. Stale leads are lost revenue.
4. Target vs achieved by person
Who's on track and who needs help, before the month ends.
5. Payments due
Money owed, especially for trips departing soon. Ask the AI Assistant to list unpaid invoices every Monday.
Who uses it
Who uses TripClap CRM reports
Travel agencies
Owners see revenue, win rate and team performance without asking for spreadsheets.
Travel CRM for agencies →Tour operators
Sales heads track targets across a larger team and many sources.
Travel CRM for tour operators →DMCs
Track partner enquiries, conversions and payments due across markets.
Travel CRM for DMCs →“Game-changer for our agency. Generating quotations and tracking leads is a breeze, with comprehensive reports on leads, bookings and payments.”
FAQ
Reports questions
What reports does TripClap CRM have?
A dashboard with total leads, matured leads, win rate and monthly revenue; a performance report with target vs achieved by user; payment, payment-link and package-payment reports; and source-wise and user-wise lead reports.
Are reports included on every plan?
Yes. The dashboard and reports are on every plan. Pipeline metrics like conversion rate and average deal size come with the prospect tracker on Pro Plus and above.
Can I see which lead source converts best?
Yes. The source-wise lead report compares sources such as Facebook, Google, your website and the TripClap marketplace.
Can I track my team's targets?
Yes. The performance report shows target vs achieved for each user.
Can I get numbers without building a report?
Yes. Ask the AI Assistant questions like “Show my new leads” or “List unpaid invoices”.
Related features
Works together with
See your agency's numbers clearly
Your 7-day free trial runs on Enterprise Elite, so every feature is unlocked. No credit card needed.