Build a Travel Agency Dashboard with AI

A travel agency dashboard should answer three questions each morning: how next season is building, who is converting enquiries, and which supplier payments are due. Tell Mythex which figures you track and it builds the charts, the filters and the deadline list on your own data.

Who it's for

Owners and managers who rebuild a bookings summary in a spreadsheet every month and only find out a season is slow when it is too late to run a campaign.

What you can build

Bookings and revenue by departure month, this year against last
Enquiry-to-booking conversion per agent
Commission earned by supplier
Supplier deadlines due in the next 14 days
Enquiries by source: website, referral, repeat client, campaign
Average trip value by destination

Look forward by departure month

Bookings by the date they were made tell you how busy the office was. Bookings by departure month tell you whether next summer is filling. Chart both, and compare each departure month with the same point last year. If July is behind in February, you still have time for a family holiday campaign; in May you do not.

Departure month view for forward planning
Same point last year as the comparison
Filter by destination and trip type

Commission by supplier for negotiations

Agencies often send most of their volume to a few tour operators and hotels without seeing it in one place. A chart of revenue and commission per supplier gives you the numbers to ask for better terms, and shows when a supplier you favour earns you less than one you rarely use.

The deadline table

Put a plain table of supplier deposits and balances due in the next two weeks at the top. It is not a chart and it is the most useful thing on the page, because a missed deadline can cost a client their booking. Each row links back to the trip so an agent can act on it.

Where the data comes from

If your trips already live in a Mythex CRM, the dashboard reads the same database. If they are in a spreadsheet, start with a CSV import and sample data to get the layout right, then load your real export. Ask for login so the figures are not public.

A prompt to start from

Build a dashboard for my travel agency. Show bookings and revenue by departure month compared with last year, enquiry-to-booking conversion per agent, commission by supplier, enquiries by source, and a table of supplier deposit and balance deadlines due in the next 14 days linked to each trip. Add a CSV import for my bookings spreadsheet, date and destination filters, and staff login.

Questions

What should a travel agency track on its dashboard?

Forward bookings by departure month, conversion by agent, commission by supplier and upcoming payment deadlines cover most decisions. Add enquiry source if you spend on marketing.

Can it use my own booking data?

Yes. Start with sample data to see the layout, then import a CSV of your bookings or point it at the database of a CRM you built in Mythex.

Can I share it with my team?

Publish it and send the link. Ask for login so only staff can see the numbers.

Do I need to code?

No. Describe the figures you want in plain language and adjust the charts by chatting.

How much does it cost?

The Free plan needs no credit card and gives daily credits, enough to build and publish a first version. Pro is $25/month.

Templates to start from

Analytics Dashboard Template — KPI cards, charts, and activity table
Metrics Dashboard Template — Governed metrics and self-serve charts
Budget Dashboard Template — CSV import with variance analytics
Customer Health Dashboard Template — Churn scoring with explainable charts
Account Health Dashboard Template — Renewal view with risk scores
Sales Attribution Dashboard Template — Multi-model revenue attribution
Supply Chain Simulator Template — Flip disruptions and watch KPIs
Event Registration Page Template — Tiers, waitlists, attendee dashboard