Finance Revenue Charts

Finance Charts are an Advanced Module


From the Main Menu | Finance | Charts, a range of revenue charts are available.


These charts are for both Bookings and Departures, Released and Un-released Departures


There are display controls for displaying Revenue, based on the season/s, Trail (inc All Trails option), Method of Booking... so you can filter out and view the sales from Agents, Direct, Operator etc. (and combinations of these)


You can compare 3 years of data at a time by select a specific year, then see the data for the year prior & the year ahead


And you can see how your Bookings are TRENDING based on the date the bookings were placed by your clients, (as opposed to the travel date of their Trip)


Creating Revenue charts

How to use the Finance Revenue Charts


First, make your data selections, and refresh the chart

  • Select a single trail from the drop down list
  • Select a season from the drop down list


  • Select the method the booking came to you from the Method drop down list (direct, agent, etc). Note that you can make multiple method selections, and these will be detailed in the resulting chart
  • Specify including or excluding GST by using the slider button
Making selections from the drop down lists

  • and then click the refresh button
Click the Refresh button to update the chart with your new selections



Second, choose any display options

Make your display selections

The top set of Display options control the choices for a SINGLE TRAIL

  • You can select a single year
  • Or three years comparison (the chart will show one season either side of the currently selected season),
  • or Click Booking Trends if you wish the chart style to change to a cumulative line chart, for 3 comparative seasons
Sales by Departure chart, Selected trail, selected year

This chart includes the total number of clients per month on this selected trail,

and the total number of clients for the selected year

Sales by Departure chart, Selected trail, 3 years
Sales by Departure chart, Selected trail, Booking trends (date booked)

The second set of Display options control the choices for ALL TRAILS

  • You can select a single year
  • Or three years comparison of all trails (the chart will show one season either side of the currently selected season)
  • or Click Booking Trends if you wish the chart style to change to a cumulative line chart, for 3 comparative seasons
Sales by Departure chart, All trails, selected year

This chart includes the total number of clients per month on all trails,

and the total number of clients for the selected year


Sales by Departure chart, All trails, 3 years
Sales by Departure chart, All trails, booking trends (date booked)