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What is the "View Statistics" tab used for in the Financials module?
Explore helpful stats like annual booking revenue, projected profit, and more.

The View Statistics tab provides visibility into Total Projected Profit and Total Booking Revenue, with filtering options by year, File Owner, and Sales Consultant, as well as comparison capabilities. It also shows you how much you should be holding for trips that haven't traveled yet.

Step-By-Step Instructions

  1. Navigate to the Financials Module
  2. Click the View Statistics tab
  3. Now you can filter by the following options:
    1. This Year
      1. This Year
      2. Next Year
      3. Last Year
      4. Custom Range
    2. All File Owners
      1. File Owner
      2. Sales Consultant
    3. Compare To
      1. This Year
      2. Next Year
      3. Last Year
      4. Custom Range
      5. Consultant
      6. File Owner
    4. Click Apply Filters
      1. Click Clear Filters to clear filter selections

Interactive Tutorial

Keywords: Statistics, view statistics, financials, financials module, Total Projected Profit, Total Booking Revenue

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