Travel Agency Profit Tracker

The Travel Agency Profit Tracker tracks Offerings and Rates - client / account, trip / service, booking value, trips, rate per trip, extras revenue, total revenue, and direct cost for every booking. Change a price and the rate and totals update.; Bookings Log - date, client / account, booking, trips, rate, amount, and whether it was billable for every booking. Main-booking rates are pulled from sheet 1 by formula; extras are priced per booking.; Expenses - labor, software, supplies, insurance, marketing, office and other overhead, with a monthly cost for each.; Monthly P and L - revenue, direct cost, labor, software, supplies, insurance, marketing, office and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Bookings Log; direct cost is a formula from sheet 1.; Dashboard - total revenue, bookings, trips, billable vs non-billable trips, capacity used, average rate, direct cost, expenses, net profit and margin, best and weakest bookings, revenue by booking, costs by category, and trips by booking..

The included example shows: 12 offerings; booking values 31,950; extras revenue 3,130; total revenue 35,080; direct cost 4,480.

Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.