• Quote Discount Manager:
  • View a list of Discounts that are automatically applied to Get Quotes based on tour, departure dates, etc.
  • Add / Delete discounts
  • Upload bulk discounts using Excel

• Active Tours with No Departure Dates:
  • View a list of Active Tours that are missing departure dates.

• Active Tours with No Maps:
  • View a list of Active Tours that are missing Maps.
  • Note: This does not take into account URLs that are not rendering a map.

• Active Tours with No Itinerary Data:
  • View a list of Active Tours that don't have any itinerary data.

• Active Tours with No Pricing:
  • View a list of Active Tours that are showing "Call Us"

• Quote Dashboard:
  • Sales management view of Get Quote conversion — submitted vs. entered in ClientBase vs. closed, per-planner performance, and live ClientBase booking status per quote. Requires a manager login.

• Customer Insights:
  • Browse customers analyzed across all calls we have on file — sentiment trajectory, where they sit in the decision journey, destinations and cruise lines they care about, what's holding them back.
  • Company-wide consumer briefing (last 30 days).
  • Sales Team Brief — per-planner performance analysis (internal).
  • Sentiment Chat — ask Claude questions about the analyzed data.
  • Planner Reports — one Word doc per travel planner with intent / sentiment / trajectory breakdowns + analysis.