Who sold a booking, and what they are paid on it
Every booking names the login that typed it and the person credited with the sale (the company's salesperson, else whoever typed it). The Sales tab on the Reservations screen shows each seller what they brought, what stayed, and what it earned.
Two teams sell for the group and both sign in at the Reservations screen: the reservations team (the call centre, role *Reservations*) and the sales team (corporate, role *Sales*). Both take bookings into any hotel ticked for them; neither checks anyone in.
Do this
- Reservations → Sales & team. Pick the window, and whether it is by when the booking was taken or when the stay arrives; a hotel; a person.
- The tiles sum the window — bookings, nights, value, realised, collected, owed.
- One row per seller: credited, to come, in house, stayed, cancelled, no-show, conversion, realised, collected, owed, allowances, commission, contribution. Open a row for the bookings and the split by hotel.
Two names on every booking
- Taken by — the login that typed it. Filled automatically on every path; a booking that came through a channel has nobody here. It cannot be changed by anyone — it is the record of what happened, and it is shown on the booking card at the hotel as well as here.
- Credited to — the person the sale counts for. The rule: a booking billed to a company is credited to the salesperson that company is listed under; otherwise it is credited to whoever typed it — a call-centre agent, a receptionist, the administrator; only a booking nobody typed (a channel, the website) is credited to nobody. An administrator can move the credit on one booking, with a reason, and that stands.
So a call-centre agent who types a booking for a corporate belonging to a salesperson is the *taker* and not the *seller*, and both columns say so.
Listing a corporate under a salesperson
On the Sales tab, Corporates: search a company and pick the person it belongs to. To load a whole list at once, paste lines of Company, Salesperson — each line reports back *assigned*, *no such company*, *no such person*, or *ambiguous* (then use the company's code or the person's email). Ticking *re-credit from* also moves the credit on that company's existing bookings from the date given.
The report
For a window of dates — by when the booking was taken, or by when the stay arrives — each seller's row shows: bookings credited, room nights, booked value; how many are still to come, in house, stayed, cancelled or no-show, and the conversion; what the stayed ones actually billed (realised, tax excluded, voids out), what was collected and what is still owed; the allowances given and any agent commission, and what is left (contribution). Open a row for the bookings behind it and the split by hotel. A seller who is not a manager sees their own row and nothing else.
Incentives
An administrator writes a plan for a team or for one person: a rate on what is realised (per cent), on nights slept or on bookings that stayed, above a target for the period. The statement for a period counts stays that *checked out* in it — slept and gone, the only point at which "really stayed" is a fact — applies the plan, and shows what is due against what has already been paid for that period. Record a payout writes it down with a reference and a date; it cannot be edited afterwards, only answered by another.
Where the business came from
The same tab has Where it came from: every booking in the window in exactly one row — under the person credited (the reservations team, the sales team, administrators, the hotel desk), else under its OTA (Booking.com, MakeMyTrip, Agoda…), its travel agent, its company, or its source (website, walk-in, direct, telephone). A subtotal per group, a share of the whole, and a total at the foot. Pick the window by the date the bookings were taken or by arrival, and export it.
