Summary Dashboard
The Summary dashboard provides users with an overall picture of their travel expenditure covering air, accommodation, rental car, service fees and other expenditure booked through the travel management company. It also contains data and statistical information on travel compliance, top traveller by expenditure and trips by destination.
The Total Travel Spend includes all spend across all booking types for the customer and date range selected however data will appear in the different costing types dependent a couple of factors.
The Airfares figure (and the data in the Airfare Dashboard) includes all airfares invoiced during the date range selected regardless of date of travel.
The Accommodation figure includes all accommodation with departure dates in the selected date range. This will include hotel bookings which have departure dates in the date range but may have been invoiced in a different date range. And hotel bookings which are uninvoiced but with departure dates in the date range selected.
The Rental Car figure includes all car hire booked with pick up dates in the date range selected. Rental Cars booking for hire in the date range but invoiced in another date range will be picked up here.
The Service Fees figure includes all invoiced service fees in the selected date range.
The Other figure includes cruise, ferry, insurance, miscellaneous, package, train, transfer, tours, visas, etc invoiced within the selected date range.
The Transaction Summary numbers are calculated as per the descriptions on the dashboard.
In the Compliance box, the Cost of Change figure can be clicked on to bring up booking by booking Cost of Change Data for Airfares. Within this table, you will see the booking reference and the original cost of the ticket and in the last column, the cost of the ticket exchange. The Cost of Change figures includes the additional collection charged by the airline to reissue a ticket but does not include any service fee costs.
The Non Compliant Bookings percentage is based on Airfare data and the flag given to each policy compliance. Policies (such as Cheapest Fare Accepted) can be flagged as compliant or non compliant via the Data Editing function to which Administrators have access. Update a Customers Compliance Policies Compliance (and therefore non-compliance) is calculated using the policy data provided by the mid office system. In Tramada, policy data is provided at booking level however in other mid office systems, policy data is provided at segment level.
The Online Booking Compliance percentage is based on the overall booking numbers.
The Travel Spend by Month chart breaks the Total Travel Spend down into month by month spend. Hover over the columns to reveal the actual $ value per month.
Hover over any sector in the Travel Policy Compliance to see the number and percentage of air ticket bookings compliant and click on any sector in the Travel Policy Compliance pie chart to bring up the booking by booking data behind the chart. You can click on the download button to download this data into a .csv file. We have limited the number of policy codes displayed in the pie chart to 8 codes (7 actual codes plus other) to prevent clutter on the screen.
The Top 10 Travellers by Total Spend table allows you to click on the table to view all travellers.
The Traveller Spend Data table behind the click event also shows the cost centre, cost of change and compliance for each traveller and is downloaded into csv format.
To understand each individual traveller's compliance percentage, download a data export for invoices selecting the Air product types. This report will provide you with the policy descriptions for the air travel invoiced and allow you to determine within which policies the traveller is travelling. Downloading the Data behind the Dashboards
The Trips by Destination graphic displays the hot spots for travel for your customer. Hover over the dots to view the number of trips to each destination and use your mouse to zoom in and out on the graphic. Click on the dots to view individual booking data, including, traveller name, number of trips and expenditure for the destination.
Something to note when viewing this graphic is that we report on every destination where a stopover occurs in an itinerary. A stopover is where the traveller spends more than 24 hours at a location. There is often more than one destination in an itinerary especially in a multi-sector round the world trip. And a trip is a unique booking reference so if you have more than one traveller in the one booking, it will be counted as one trip.
