Trade Performance Reports
Understanding how your trade partnerships perform helps you make better business decisions. Trade performance reports show you which partners drive the most value, which products sell best through trade, and where opportunities exist.
Accessing trade reports
Go to Trade from the main menu
Select Reports from the hub menu
Choose the report you want to view
Available reports
Partner Performance Report
See how each partner is performing:
Total Bookings — number of bookings made
Total Revenue — gross value of bookings
Commission Paid — commissions earned by the partner
Net Revenue — your revenue after commissions
Average Booking Value — typical booking size
Conversion Rate — if tracking enquiries
Product Performance Report
Understand which products sell through trade:
Products Ranked — by trade sales volume
Revenue by Product — gross and net
Commission by Product — commissions paid
Popular Rate Types — which rates sell most
Revenue Report
Track your trade revenue over time:
Monthly Revenue — trend over the year
Comparison — this year vs last year
By Partner Type — agents vs wholesalers vs operators
Seasonality — identify peak periods
Commission Report
Track commissions owed and paid:
Commissions Due — what you owe partners
Commissions Paid — what you've paid
By Partner — breakdown by each partner
By Period — monthly commission totals
Booking Trends Report
Spot patterns in trade bookings:
Booking Lead Time — how far ahead partners book
Day of Week — when bookings are made
Popular Dates — most booked travel dates
Cancellation Rate — cancellations by partner
Using filters
Refine your reports with filters:
Date range
Preset options: This month, This quarter, This year
Custom range: Select specific dates
Partner filters
All partners
Specific partner
Partner type (agents, wholesalers, operators)
Partner status (active, suspended)
Product filters
All products
Specific products
Product categories
Reading the dashboard
The Trade Reports dashboard shows:
Key metrics
At the top, you'll see:
Total Trade Revenue — this period
Number of Bookings — trade bookings made
Active Partners — partners with bookings
Commission Paid — total commissions
Charts and graphs
Visual representations of:
Revenue trend line
Partner comparison bar chart
Product pie chart
Monthly performance
Data tables
Detailed breakdowns with:
Sortable columns
Drill-down capability
Export options
Comparing partners
Use the Partner Comparison view to:
Select partners to compare (up to 5)
Choose metrics to compare
View side-by-side performance
Identify your top performers
Exporting reports
Download reports for further analysis:
Generate your report
Click Export
Choose format:
- CSV — for spreadsheets - PDF — for presentations - Excel — for detailed analysis
Download the file
Scheduling reports
Receive reports automatically:
Go to Report Settings
Click Schedule Report
Choose the report
Set frequency (daily, weekly, monthly)
Add recipients
Click Save Schedule
Reports are emailed on your schedule.
Using insights to improve
Identify top partners
Look for partners with:
High booking volume
Strong average booking value
Low cancellation rates
Growing trend
Consider offering these partners:
Better commission rates
Priority access to new products
Co-marketing opportunities
Spot underperformers
Identify partners with:
Declining bookings
High cancellation rates
Low engagement
Consider:
Reaching out to understand issues
Offering training or support
Reviewing the partnership
Optimise your product mix
See which products:
Sell well through trade
Could use more promotion
Might need better trade rates
Tips for using reports
Review monthly — track trends regularly
Compare periods — spot seasonal patterns
Share with partners — motivate top performers
Act on insights — use data to improve
Set goals — track progress against targets
Regular performance analysis helps you build stronger, more profitable trade partnerships.