Business Intelligence for Travel Advisors
The back office has always had the data. Business intelligence for travel advisors hands it to you — your yield, your commissions, your clients, and how you rank against peers, live and role-aware.
What is business intelligence for travel advisors?
Business intelligence for travel advisors is the practice of turning an advisor's own booking and commission data into real-time, decision-ready insight. It tells an advisor where their revenue comes from, which clients to call, and how they compare to peers — the kind of analytics that used to be reserved for the back office. On Toggle, 3,000+ advisors run their book this way today, across 40+ travel agencies and more than $1B in tracked sales.
- Role-aware — built only from your own book of business
- Updates live as your bookings post, not once a month
- Includes anonymous peer benchmarking across the Toggle network
Track every dollar in real time.
Four views of your performance data — finalized payments, travel by booking date, travel by trip start date, and category. Six KPI cards cover reservations, sales, commissions, and yield — filterable by advisor, client, supplier, branch, or Toggle groups.
- Daily, monthly, and year-over-year chartsCumulative trend lines and side-by-side period comparisons built in.
- Interactive category treemapDrill from travel category → suppliers → individual reservations.
- Role-aware filteringView by All, By Advisor, By Client, or By Supplier with one click.
- Export anywhereEvery view exports to PDF or Excel without a single template.
What does travel advisor business intelligence show you?
Four questions every advisor should be able to answer about their own book at any moment.
What is my yield per booking?
Commission as a share of sales, by supplier and category — so you can lean into the work that actually pays.
Where is my commission pipeline?
Projected earnings, open commission waiting on suppliers, and anything unclaimed — gross and net.
Which clients are at risk?
Client growth and churn for your book, with high-value clients overdue for outreach surfaced first.
How do I rank against peers?
Your percentile and performance zone across every advisor on Toggle — fully anonymous.
Advisor business intelligence vs. your agency's monthly report
| Capability | Advisor BI on Toggle | A monthly agency report |
|---|---|---|
| When you see it | Any time, live | Once a month |
| What it covers | Your yield, commissions, clients, and rank | A summary, agency-wide |
| Drill-down | By supplier, category, client, and period | Fixed format |
| Tells you what to do next | Yes — at-risk lists and AI suggestions | No |
How Toggle gives advisors enterprise-grade business intelligence
Toggle reads the same back-office data the agency runs on and presents each advisor a private, role-aware slice of it. No spreadsheets, no waiting on the back office, no seeing anyone else's book.
It is the advisor-facing half of business intelligence for travel agencies — the same platform, focused on one book of business. Explore the full advisor toolkit on the travel advisor software page.
Business intelligence for travel advisors: FAQ
Anything else? The Toggle team gets back within a business day.