The morning view for your agents — pipeline, deadlines and return-guest triggers. Return to the story
AGENT DESK · AW-02 VIEW

Good morning, Andrea 🌅

You have 3 deposits awaiting confirmation, 2 deadlines this week, and 1 hot lead Karen qualified overnight.

27

Active bookings

across 4 suppliers

$84.5k

YTD commission

vs $62k same period 2025 +36%

73%

Win rate

lost deals tracked with reasons

⚠ 2

Deadlines this week

Anderson wedding rooming list (3d) · Richards deposit (6d)

Pipeline

Deals by stage — mirrors Kommo. Drag to advance (demo is read-only).

WhatsApp: 8Instagram: 3Website: 2

Active bookings

All suppliers, all channels, one grid. Click any row for the full trail.

IDClientTypeSupplierDestinationDatesValueCommissionStatus

⚠ Deadline Watchlist

Anderson Wedding
Iberostar rooming list cut-off
3 days
Sharon Richards
Hotelbeds deposit cut-off
6 days
Hilton Corp Retreat
Cayman group confirmation
14 days
Walsh family (Barbados)
Final payment
22 days

Karen sends 72hr / 48hr / 24hr / 6hr alerts to you + client automatically.

📅 Repeat-date triggers

Thompson anniversary
5th anniversary May 4 → repeat Aruba?
Auto-pitch ready
McKenzie annual retreat
Last: Negril Nov 2025 · due Oct 2026
Auto-pitch ready
Gardener birthday
June 12 · last trip villa
In 59 days
Chen wedding anniversary
Oct 8 · loyalty 7yr
In 177 days

Karen drafts a WhatsApp pitch 60 days before — you approve with one tap.