The Files Dashboard gives you a real-time, bird’s-eye view of everything happening across your business.

See Every Trip at a Glance and Easily Track:

• New leads
• Trips in planning
• Confirmed trips
• Trips currently traveling
• Archived trips

Files Dashboard Views

Safari Portal offers two views to support different ways of working.

The List view provides a clear, at-a-glance overview of your sales pipeline, helping you track Files as they move through each stage.

The Calendar view gives you a more operational perspective — showing upcoming and completed tasks, scheduled payments, days to departure, and exactly what your clients have planned for each day of their trip.

Customize Your Workflow

Create custom stages that reflect your unique planning and trip-preparation process, so nothing falls through the cracks.

Open Any Trip File to See

• Tasks and internal notes
• Travelers and documents
• Messages and bookings
• Key reporting data such as trip lead, lead source, trip type, travel region, channel, and more

Unlock Powerful Reporting and Insights

• Generate reports like bednight reports to understand which properties, destinations, countries, and portfolios you’re selling most
• Export dashboard data to analyze conversion rates by lead source, trip type, travel region, channel, consultant, and more—including when you receive the most leads, peak departure periods, average time to convert, and average lead times

Stay Organized and in Control

• Create and organize Lookbooks, Itineraries, Travel Dashboards, and Guest Portals directly within each File
• Assign Files and consultants to clearly track ownership and accountability
• Recover recently deleted Files and proposals

See the Big Picture

Get a clear, high-level view of your entire operation—so you always know what’s happening, what needs attention, and where your business is headed.

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