🔗 Prerequisites
Features
What you get with this outcome
Insights That Drive Growth
Data without visibility is wasted. Kaptio leverages Salesforce's native reporting and dashboard capabilities to surface key metrics: bookings by channel, revenue by departure, margin by package, conversion rates by source. From executive dashboards to operational detail reports, the reporting framework transforms booking data into actionable business intelligence.
Visual coming soon
Standard Reports
Standard Reports
Pre-built reports cover common travel metrics: booking volumes, revenue recognition, passenger counts, departure fill rates. Customize standard reports with filters, groupings, and calculated fields to match your business needs.
- ✓Pre-built report templates
- ✓Customizable filters
- ✓Grouping and subtotals
- ✓Export capabilities
Visual coming soon
dashboard-components-diagram
Executive Dashboards
Visual dashboards aggregate key metrics for leadership review. Charts, gauges, and trend lines show performance at a glance. Drill-down from summary to detail for investigation.
- ✓Visual KPI displays
- ✓Trend analysis
- ✓Drill-down capability
- ✓Scheduled email delivery
Visual coming soon
Operational Reports
Operational Reports
Detailed reports support daily operations: manifest lists for departures, rooming lists for hotels, payment aging for finance. Scheduled reports deliver data when teams need it.
- ✓Manifest generation
- ✓Rooming lists
- ✓Payment aging
- ✓Scheduled delivery
Visual coming soon
Analytics Integration
Analytics Integration
Export data to business intelligence tools like Tableau, Power BI, or custom data warehouses. Heroku Connect enables real-time data sync for advanced analytics.
- ✓BI tool connectivity
- ✓Data warehouse export
- ✓Real-time sync
- ✓Advanced visualization
Visual coming soon
Sales vs Budget Tracking
Sales vs Budget Tracking
Compare actual sales performance against budgeted targets. Track by period, territory, salesperson, and product. Variance analysis highlights underperformance early for corrective action.
- ✓Budget vs actual comparison
- ✓Territory and individual tracking
- ✓Variance analysis and alerts
- ✓Year-over-year trending
Visual coming soon
Booking Pace Analysis
Booking Pace Analysis
Historical pace curves show booking patterns for similar departures. Compare current booking pace against historical performance to predict final outcomes. Essential for yield management decisions.
- ✓Historical pace curve visualization
- ✓Departure-level comparison
- ✓Trend prediction
- ✓Yield decision support
Visual coming soon
Agency Performance Reports
Agency Performance Reports
Track agency partner performance with detailed reports: bookings by agency, revenue contribution, commission earned, conversion rates. Identify top performers and underperforming partnerships.
- ✓Agency booking reports
- ✓Revenue by partner
- ✓Commission tracking
- ✓Performance ranking
Visual coming soon
Passenger Manifests & Checklists
Passenger Manifests & Checklists
Generate departure manifests with complete passenger information for operations. Missing items checklists identify incomplete passenger data requiring action before travel. Export for tour leaders and suppliers.
- ✓Complete passenger manifests
- ✓Missing items identification
- ✓Tour leader exports
- ✓Supplier communication lists
Visual coming soon
PACE Booking Curves
PACE Booking Curves
Visualize booking pace against historical patterns. Compare current year vs last year vs prior year at the same point in time. Identify departures ahead or behind pace for yield management actions.
- ✓Year-over-year comparison
- ✓Same-point-in-time analysis
- ✓Departure-level pace
- ✓Yield action triggers
Visual coming soon
Channel Attribution
Channel Attribution
Track booking sources and attribute revenue by channel. Understand which marketing channels, referral sources, and sales teams drive the most value. Measure ROI by acquisition channel.
- ✓Source tracking
- ✓Channel revenue attribution
- ✓Marketing ROI analysis
- ✓Sales team performance
Visual coming soon
Inventory Utilization
Inventory Utilization
Monitor inventory utilization across departures, rooms, and services. Identify underutilized capacity and overbooking risks. Optimize pricing and promotions based on utilization patterns.
- ✓Utilization dashboards
- ✓Capacity optimization
- ✓Overbooking alerts
- ✓Pricing recommendations
User Journey
Step-by-step flow from start to finish
🗺️User Journey Flow
Follow the steps from start to finish
Implementation Plan
How to implement this outcome
📅 Project Overview
Requirements
Week 1- • Define reporting requirements
- • Specify KPI calculations
Build
Week 2-3- • Create reports
- • Build dashboards
Resources
Configs, tools, and documentation to help you
Reporting Framework
Report Types
| Category | Purpose | Examples |
|---|---|---|
| Executive | High-level KPIs | Revenue, bookings, margins |
| Sales | Pipeline and conversion | Quotes, conversions, sources |
| Operations | Daily execution | Manifests, rooming, schedules |
| Finance | Financial tracking | Revenue, costs, aging |
Key Metrics
Booking Metrics
- Bookings by status (quote, booked, confirmed)
- Bookings by channel
- Bookings by departure
- Conversion rate (quote to booking)
Revenue Metrics
- Revenue by period
- Revenue by package
- Revenue by channel
- Average booking value
Operational Metrics
- Departure fill rates
- Days to departure
- Passenger counts
- Service utilization
Financial Metrics
- Gross margin by booking
- Cost variances
- Payment aging
- Outstanding receivables
Salesforce Reporting
Report Builder
- Drag-and-drop interface
- Custom report types
- Cross-filters
- Bucketing fields
- Formulas
Dashboard Components
- Charts (bar, line, pie)
- Gauges
- Metrics
- Tables
- Filters## BI Integration### Options| Tool | Connection | Use Case | |------|------------|----------| | Tableau | Direct connector | Advanced visualization | | Power BI | OData or API | Microsoft ecosystem | | Heroku Connect | Database sync | Custom data warehouse | | Custom | API export | Bespoke solutions |## Best Practices- Start with standard reports, customize as needed
- Limit dashboard components to essential KPIs
- Schedule reports rather than running on-demand
- Document formula logic in report descriptions
- Review report usage periodically—retire unused reports
Common Pitfalls
Avoid these implementation mistakes
Don't create reports without clear use cases—unused reports clutter the system
Mind report performance—complex reports on large datasets slow down
Control dashboard access—sensitive metrics need proper security
Plan data archiving—historical data growth affects query speed
Document calculations—custom formulas need explanation for maintainability
Test scheduled reports—delivery failures go unnoticed until someone complains