5 reminders today
FY 2026-27 · Q2
Wednesday, 12 August 2026
Operations dashboard
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Inquiries needing action
All leads| Client | Destination | Stage | Value | Owner |
|---|---|---|---|---|
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Money moving this week
| Reference | Party | Direction | Due | Amount |
|---|---|---|---|---|
| {{ m.ref }} | {{ m.party }} | {{ m.dir }} | {{ m.due }} | {{ m.amt }} |
Alerts
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My tasks
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Client CRM
Clients
| Code | Client | Type | City | Next trip | Trips | Outstanding | Last contact | |
|---|---|---|---|---|---|---|---|---|
| {{ c.code }} | {{ c.name }} | {{ c.type }} | {{ c.city }} | {{ c.next }} | {{ c.trips }} | {{ c.out }} | {{ c.last }} |
Showing 8 of 412 clients
Clients / Client record
Sharma Family
C-100123
Family · 4 travellers
Client since 2019 · Counsellor: Priya Nair
Lifetime billing
₹ 18,74,500
Outstanding
₹ 1,42,500
Next departure
18 Sep 2026
Contact
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Preferences & loyalty
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Travellers, passports & visas
| Traveller | Relation | Passport | Nationality | Expiry | Visas on file | Status |
|---|---|---|---|---|---|---|
| {{ t.name }} | {{ t.rel }} | {{ t.pp }} | {{ t.nat }} | {{ t.exp }} | {{ t.visas }} | {{ t.status }} |
Booking history
| Invoice | Package | Booked | Billed | Received | |
|---|---|---|---|---|---|
| {{ b.inv }} | {{ b.pkg }} | {{ b.date }} | {{ b.billed }} | {{ b.recd }} |
Ledger
Financial ledger for Sharma Family
Opening balance, every invoice, receipt and refund in one running statement. Exports to Tally as a single voucher batch.
Communication log
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Notes
Anniversary 14 Feb — send Maldives offer in December. Always books ocean-view; avoid early-morning departures with the children.
Lead management
Leads & inquiries
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Follow-ups due today
| Inquiry | Client | Source | Received | Stage | Owner | |
|---|---|---|---|---|---|---|
| {{ f.id }} | {{ f.client }} | {{ f.source }} | {{ f.recd }} | {{ f.stage }} | {{ f.owner }} |
Quotations / QT-00218 · version 3
Japan · cherry blossom, 10 days
Services & costing
| Service | Supplier | Net cost | Markup | GST | Sell |
|---|---|---|---|---|---|
| {{ q.svc }} | {{ q.sup }} | {{ q.net }} | {{ q.mk }} | {{ q.gst }} | {{ q.sell }} |
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Quoted total
₹ 6,40,000
Gross margin₹ 74,000 · 11.6%
Day-wise outline
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Approval
Markup above 10% needs manager sign-off.
Awaiting · Fatima Q.
Version history
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Booking management
Bookings
| Booking | Client | Package | Departure | Pax | Components | Value | Status | |
|---|---|---|---|---|---|---|---|---|
| {{ b.id }} | {{ b.client }} | {{ b.pkg }} | {{ b.dep }} | {{ b.pax }} | {{ b.comp }} | {{ b.value }} | {{ b.status }} |
Bookings / BK-00231
Japan · Tokyo, Hakone, Kyoto
Confirmed
Sharma Family · 4 pax · 18–27 Sep 2026 · Counsellor Priya Nair
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Components
| Type | Detail | Supplier | Reference | Status |
|---|---|---|---|---|
| {{ c.type }} | {{ c.detail }} | {{ c.sup }} | {{ c.ref }} | {{ c.status }} |
Cost sheet
| Line | Cost | Sell | Margin |
|---|---|---|---|
| {{ c.line }} | {{ c.cost }} | {{ c.sell }} | {{ c.margin }} |
Supplier management
Suppliers
| Supplier | Category | Region | Contact | Payment terms | Negotiated rate | Outstanding |
|---|---|---|---|---|---|---|
| {{ s.name }} | {{ s.cat }} | {{ s.region }} | {{ s.contact }} | {{ s.terms }} | {{ s.rate }} | {{ s.out }} |
Invoices / New tax invoice
Create invoice
Services
| Service | HSN/SAC | Net | Markup | GST | Total |
|---|---|---|---|---|---|
| {{ l.svc }} | {{ l.hsn }} | {{ l.net }} | {{ l.mk }} | {{ l.gst }} | {{ l.total }} |
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Grand total
₹ 6,40,000
Balance due 16 Aug₹ 1,42,500
Payment receipts
| Date | Mode | Reference | Amount | |
|---|---|---|---|---|
| {{ r.date }} | {{ r.mode }} | {{ r.ref }} | {{ r.amt }} | Receipt |
Payments made to suppliers
| Date | Supplier | Mode | Reference | Amount |
|---|---|---|---|---|
| {{ v.date }} | {{ v.sup }} | {{ v.mode }} | {{ v.ref }} | {{ v.amt }} |
This booking
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Accounting
Tally syncQueued
GSTR-1 periodAug 2026
LedgerSales · Outbound tours
Payment tracking
Payments & outstanding
Receivable from clients
₹ 8,42,500
₹ 2,10,000 overdue · 6 invoices
| Invoice | Client | Due | Age | Outstanding | |
|---|---|---|---|---|---|
| {{ r.inv }} | {{ r.client }} | {{ r.due }} | {{ r.age }} | {{ r.amt }} |
Payable to suppliers
₹ 5,18,400
₹ 3,27,000 due this week
| Reference | Supplier | Due | Booking | Amount | |
|---|---|---|---|---|---|
| {{ p.ref }} | {{ p.sup }} | {{ p.due }} | {{ p.bk }} | {{ p.amt }} |
Ageing
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Business intelligence
Reports
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Monthly billing vs margin
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Billing
Gross margin
Profitability per booking
| Booking | Client | Sell | Cost | Margin | % |
|---|---|---|---|---|---|
| {{ p.bk }} | {{ p.client }} | {{ p.sell }} | {{ p.cost }} | {{ p.margin }} | {{ p.pct }} |
Lead conversion
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GST summary · Aug 2026
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Top destinations
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Task management
Tasks
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Calendar & reminders
| Date | Type | Detail | Client | Owner | |
|---|---|---|---|---|---|
| {{ r.date }} | {{ r.type }} | {{ r.detail }} | {{ r.client }} | {{ r.owner }} |
Document management
Document vault
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| File | Type | Client | Booking | Uploaded | Expires | Visible to client | |
|---|---|---|---|---|---|---|---|
| {{ d.file }} | {{ d.type }} | {{ d.client }} | {{ d.bk }} | {{ d.up }} | {{ d.exp }} | {{ d.vis }} | Open |
Client notifications
Notifications
Queued & sent
| When | Client | Notification | Channel | Status | |
|---|---|---|---|---|---|
| {{ n.when }} | {{ n.client }} | {{ n.text }} | {{ n.channel }} | {{ n.status }} | {{ n.action }} |
Automatic triggers
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Preview · WhatsApp
Namaste Rohit — your Japan trip departs in 6 days. Balance of ₹ 1,42,500 is due on 16 Aug. Tap to pay or view your itinerary in the Resfeberr portal.
User management
Users & roles
| Name | Role | Companies | Last active | Status | |
|---|---|---|---|---|---|
| {{ u.name }} | {{ u.email }} | {{ u.role }} | {{ u.co }} | {{ u.last }} | {{ u.status }} |
Permission matrix
| Module | Counsellor | Accounts | Manager | Admin |
|---|---|---|---|---|
| {{ p.mod }} | {{ p.c }} | {{ p.a }} | {{ p.m }} | {{ p.ad }} |
Activity log
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