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Automated Safari Sales Reporting

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Industry: Travel

Project goal: To create a reporting system for operations and finances of sold safari tours

What was done:

  • Set up a Google Sheet where all safari sales details are automatically entered after client confirmation.
  • Developed various reports:
  • Monthly safari sales
  • Agent-specific safari sales for specific time frames
  • Sales reports by lead source
  • Monthly agent performance reports
  • Monthly safari status updates
  • Sales by lead country
  • Commission reports by payment method

Achievements:

  • Created a central database with all safari sales data, enabling easy report generation.
  • Automated updates ensure all reports are available in real-time without manual input.
  • The reports provide a full business overview and simplify management decisions.
  • The system is flexible and allows for easy addition of new reports.