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Overview

Analytics in Odia provides insights into your business performance, helping you track proposals, conversion rates, and team productivity. Monitor key metrics to make data-driven decisions and optimize your operations.
Analytics is currently in development. The features described below represent the planned functionality. Some features may not be fully operational yet.

Performance Metrics

View summary cards and all-time metrics for proposals, conversions, and conversion velocity

Team Analytics

Track individual team member performance and compare across periods (Admin/Owner only)

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Performance Metrics

Track your business performance with key proposal and conversion metrics:

Summary Cards (Last 3 Months)

Key metrics displayed at the top of the analytics screen:
MetricDescriptionWhat It Tells You
CreatedTotal proposals created in last 3 monthsYour proposal activity volume
ConfirmedProposals converted to confirmed bookingsHow many bookings you’ve secured
Conversion RatePercentage of proposals that became bookingsYour overall success rate
LostProposals marked as Not BookedOpportunities that didn’t convert
ActiveProposals currently in progressPipeline of pending opportunities
Avg DaysAverage days from creation to confirmationHow quickly you close deals
Time period: These cards show data from the last 3 months by default.
View cumulative performance across all time periods:
  • Total proposals created since you started using Odia
  • Overall conversion rate (confirmed ÷ total created)
  • Win rate (confirmed ÷ decided proposals - excludes pending)
  • Average days to convert from creation to confirmation
  • Current month trends compared to historical averages
Use for: Understanding long-term performance and growth over time.

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Conversion Tracking

Understand how proposals move through your sales funnel:

Proposal Journey

Track proposals through their lifecycle:Active stages:
  • To Do → Initial draft
  • In Progress → Being built
  • Sent → Shared with traveller/agent
  • Followed Up → Follow-up communication sent
Final stages:
  • Confirmed → Booked (won)
  • Not Booked → Lost opportunity
Proposals move through these stages from creation to final outcome.

Conversion Metrics

Two ways to measure success:Overall Conversion Rate:
  • Confirmed ÷ Total Created
  • Includes all proposals (pending + decided)
Win Rate:
  • Confirmed ÷ (Confirmed + Not Booked)
  • Only includes decided proposals
Also tracks:
  • Average days from creation to confirmation

Monthly Performance

Month-by-month breakdown:
  • Proposals created per month
  • Confirmation rates by month
  • Trend analysis over time
  • Seasonal patterns identification
Use for: Understanding which months are strongest and planning accordingly.

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Time-to-Conversion Metrics

Understand how long it takes to win business:

Conversion Timeline

Track how long it takes to convert proposals:
  • Average days from creation to won - Your typical sales cycle length
  • Time spent in each status - Where proposals spend the most time
  • Fastest vs slowest conversions - Identify quick wins and slow opportunities
  • Bottleneck identification - Stages where proposals get stuck
Use for: Optimizing your sales process and identifying delays.
Key metrics that drive success:
  • Follow-up response times - How quickly you follow up after sending proposals
  • Proposal revision frequency - How many versions before confirmation
  • Client engagement levels - How clients interact with proposals
  • Conversion velocity - Speed of moving through stages
Use for: Identifying what behaviors lead to higher conversion rates.

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Team Analytics

Permission Required: Team analytics are available only to users with Admin or Owner roles. This ensures sensitive performance data remains confidential to leadership.
Compare performance across your team members:

Company-Wide Performance

View organization-level metrics:
  • Total team proposals across all members
  • Combined conversion rates for the organization
  • Aggregate confirmed bookings
  • Team productivity trends over time
Use for: Understanding overall business health and team performance.

Individual Performance

Track team member contributions:
  • Proposals created per team member
  • Individual conversion rates by person
  • Confirmed bookings per team member
  • Performance comparisons across team
Use for: Coaching, recognition, and workload balancing.

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Team Features

Filtering Options

Analyze team performance with filters:
  • Filter by specific team member to see their individual performance
  • Compare multiple team members side by side
  • View by time period (this month, last month, quarter, year)
  • Custom date ranges for specific analysis periods
Example: “Show me Sarah’s conversion rate for Q1 vs. Q2”
Compare team member productivity:
  • Side-by-side metrics for multiple team members
  • Benchmark individual performance against team average
  • Identify top performers for recognition
  • Identify coaching opportunities for improvement
Use for: Performance reviews, goal setting, and team development.
Compare performance across different periods:
  • Month-over-month comparisons (e.g., April vs. May)
  • Quarter-over-quarter growth
  • Year-over-year trends
  • Custom period selection for specific analysis
Use for: Understanding growth trajectories and seasonal impacts on performance.

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Additional Analytics Tabs

Coming Soon: Two additional analytics modules appear as tabs in the interface but are not yet functional. They represent planned future functionality.

Earnings (Coming Soon)

Planned financial analytics features:
  • Revenue and earnings breakdown
  • Profit margins by service/trip
  • Commission tracking for travel agents
  • Financial forecasting based on pipeline
Status: Not yet available

Supplier Services (Coming Soon)

Planned supplier performance features:
  • Supplier usage statistics (most used suppliers)
  • Supplier performance tracking
  • Service category analysis
  • Utilization patterns by supplier
Status: Not yet available

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Using Analytics Effectively

Make the most of your analytics data:

Setting Goals

Use analytics to set and track goals:
1

Establish Baselines

Review historical performance in analytics to understand your current metrics. What’s your current conversion rate? Average deal size? Proposals per month?
2

Set Targets

Define realistic improvement goals. Examples:
  • Increase conversion rate from 30% to 35%
  • Reduce average days to confirm from 14 to 10
  • Create 20% more proposals per month
3

Monitor Progress

Check analytics regularly (weekly or monthly) to track progress toward your goals. Are you on track? Ahead? Behind?
4

Adjust Strategy

Use insights to refine your approach. If conversion rate isn’t improving, analyze won vs. lost proposals to understand why.
Use analytics to boost your win rate:
  • Identify stages with high drop-off - Where are proposals getting stuck or lost?
  • Analyze won vs lost proposals - What do winning proposals have in common?
  • Optimize pricing strategies - Are certain price points more successful?
  • Improve follow-up timing - What’s the optimal time to follow up after sending?
Action: Test changes and measure impact in analytics to see what works.

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Best Practices

Regular Review

Establish an analytics routine:
  • Review key metrics weekly in team meetings
  • Compare month-over-month trends
  • Share insights with the team
  • Set aside dedicated time for deep analysis
Why: Regular review helps you spot issues early and celebrate wins.

Data-Driven Decisions

Make informed choices:
  • Base business strategies on actual data, not gut feel
  • Test changes and measure impact
  • Track the impact of improvements over time
  • Celebrate wins with the team when metrics improve
Why: Data removes guesswork and helps you focus on what works.
Combine with CRM data: Use analytics in combination with your CRM data to understand which travel agents, destinations, or service types drive the most conversions. This helps you focus your marketing and sales efforts effectively.

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Key Metrics Glossary

Understanding what each metric means and how it’s calculated:
Definition: Percentage of all proposals (including pending) that become confirmed bookingsCalculation: (Confirmed Proposals ÷ Total Proposals Created) × 100Example: 30 confirmed out of 100 created = 30% conversion rateWhat it means: This indicates your effectiveness at converting created proposals into bookings. It includes proposals that are still pending, so it can be lower than win rate.Typical range: 20-40% for most DMCs (varies by business model)
Definition: Percentage of decided proposals (confirmed or lost) that were wonCalculation: (Confirmed ÷ (Confirmed + Not Booked)) × 100Example: 30 confirmed, 20 lost = 30 ÷ 50 = 60% win rateWhat it means: Of proposals where a final decision was made (yes or no), how many you won. This excludes proposals that are still pending, giving you a clearer picture of your competitiveness.Typical range: 40-60% for most DMCs (varies by business model)Why two rates? Overall conversion rate shows pipeline efficiency, while win rate shows competitiveness when you reach a decision point.
Definition: Average time from proposal creation to confirmationCalculation: Sum of (days to confirm for each proposal) ÷ Number of confirmed proposalsExample: If 5 proposals took 10, 15, 20, 10, and 15 days to confirm, the average is (10+15+20+10+15) ÷ 5 = 14 daysWhat it means: How quickly you’re closing deals. Lower numbers indicate efficient sales cycles and quick decision-making.What’s good? Varies by trip type:
  • Simple trips: 3-7 days
  • Complex trips: 14-30 days
  • Large group travel: 30-60+ days
Created: Total number of proposals you’ve created in a time period
  • Includes all proposals regardless of status
  • Measures your activity and pipeline generation
Confirmed: Proposals that became bookings (status = “Confirmed”)
  • Measures your success/revenue
  • What you ultimately care about
Active: Proposals currently in progress (not confirmed, not lost)
  • Status: To Do, In Progress, Sent, Followed Up, Accepted, Itinerary Ready
  • Measures your current pipeline/opportunities
  • These could still become confirmations
Relationship: Created = Confirmed + Lost + Active

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Common Questions

They measure different things:Overall Conversion Rate:
  • Includes ALL proposals (pending + decided)
  • Shows overall pipeline efficiency
  • Formula: Confirmed ÷ Total Created
Win Rate:
  • Only includes decided proposals (confirmed or lost)
  • Excludes pending proposals
  • Shows competitiveness when decisions are made
  • Formula: Confirmed ÷ (Confirmed + Lost)
Example:
  • 100 proposals created
  • 30 confirmed
  • 20 lost
  • 50 still pending
  • Overall conversion rate: 30 ÷ 100 = 30%
  • Win rate: 30 ÷ (30 + 20) = 60%
Both metrics are valuable for different insights.
No. Team analytics (individual performance comparisons) are only visible to Admin and Owner roles.Why? Performance data is sensitive. Restricting access to leadership prevents:
  • Unhealthy competition
  • Privacy concerns
  • Misinterpretation of data
Regular users can see:
  • Their own proposal list and performance
  • Overall company metrics (if shared by leadership)
Admin/Owners can see:
  • All team member performance
  • Individual comparisons
  • Team-wide analytics
Real-time updates: Analytics data updates based on your proposal activity.When data changes:
  • When you create a new proposal
  • When you change a proposal status
  • When you confirm or lose a proposal
  • When dates change
Refresh your page to see the latest data if you’ve made changes and they’re not reflected immediately.
A proposal counts as confirmed when:
  • The proposal status is set to “Confirmed”
  • This happens when you convert the proposal to an itinerary
What doesn’t count:
  • “Accepted” status (verbal yes, but not fully confirmed)
  • “Itinerary Ready” status (services confirmed, but not full booking)
  • Proposals that are paid but status not updated
Best practice: Always update proposal status to “Confirmed” when the booking is finalized to ensure accurate analytics.