Integration · TripSuite

TripSuite Reporting, Extended to Real-Time Analytics

Toggle reads your TripSuite data and turns it into live, drillable analytics, end-to-end commission tracking, anonymous benchmarking, and exportable reports: the intelligence layer on top of the platform your agency already runs.

Performance Map
ANONYMIZED · NETWORK-WIDE
How you compare against advisors across the Toggle network
ASPIRATIONALSUPER EFFICIENTHIGH VOLUMEBELOW AVG
YOU · TOP 15%
Sales Volume →Yield % →
Percentile
85th
Yield rank
#12 / 142
Volume rank
#28 / 142
Answer

What is TripSuite reporting?

TripSuite is a cloud, all-in-one agency management platform that brings CRM, trips and bookings, commission tracking, and accounting into one system. TripSuite reporting is how an agency gets sales, commission, and production numbers out of it. Toggle reads TripSuite data and turns it into live, drillable analytics and exportable reports.

  • Built on the TripSuite data your agency already runs on
  • Adds live analytics, commission tracking, and anonymous benchmarking
  • No migration: TripSuite stays your system of record

Live analytics on top of TripSuite

TripSuite pulls the whole agency into one modern, cloud system: clients, trips, bookings, commissions, and accounting together. Toggle adds the layer above it. Instead of running a report when you need an answer, the answer is already on a live dashboard: sales, commission, yield, and client health, current as TripSuite data syncs.

Every number on that dashboard opens. Agency production drills to the advisors behind it, then the suppliers, then the individual reservations, and any view exports to PDF or Excel in one click.

Analytics01 / 02

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 charts
    Cumulative trend lines and side-by-side period comparisons built in.
  • Interactive category treemap
    Drill from travel category → suppliers → individual reservations.
  • Role-aware filtering
    View by All, By Advisor, By Client, or By Supplier with one click.
  • Export anywhere
    Every view exports to PDF or Excel without a single template.
app.toggletravel.com / analytics
LIVE
Finalized Payments
Excluding adjustments · by reconciliation date
All Advisors Jan 1 – Dec 31, 2026 Export
Reservations
65
↑ +12% YoY
Sales
$3.47M
↑ +18% YoY
Total Commission
$402,362
↑ +22% YoY
Avg Yield
11.59%
↑ +0.4pt YoY
Monthly Sales · Booking Date
20262025
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Benchmarking02 / 02

See how you stack up, anonymously.

Each advisor gets a private performance map plotting them against peers across the Toggle network. A Super Efficient advisor pulls more commission on less sales. A High Volume advisor books more. An Aspirational advisor wins on both. Click into peers to see what's working.

  • Performance zones
    Aspirational, Super Efficient, High Volume, Efficient Niche, Below Avg.
  • Network-wide comparison
    Opt-in benchmarking across all Toggle agencies, fully anonymized.
  • Visual goal-setting
    Set tier targets and watch them fill in real time as bookings land.
  • Learn from top performers
    See what suppliers and categories higher-yield peers are working with.
Performance Map
ANONYMIZED · NETWORK-WIDE
How you compare against advisors across the Toggle network
ASPIRATIONALSUPER EFFICIENTHIGH VOLUMEBELOW AVG
YOU · TOP 15%
Sales Volume →Yield % →
Percentile
85th
Yield rank
#12 / 142
Volume rank
#28 / 142

Moved to TripSuite? Bring your history with you

Agencies rarely land on TripSuite from a standing start. Most arrive with years of production already behind them, and that history is what makes this year's numbers mean anything. A year-over-year comparison is not much use when year one lives in a system nobody logs into any more.

Toggle reads ClientBase, Trams Back Office, TRES, and TripSuite through the same data model, so the old system's history and TripSuite's new bookings land in one continuous set of dashboards. Advisors, suppliers, and clients reconcile across the boundary instead of stopping at it.

History preserved
Production from before the move stays queryable next to TripSuite data.
One continuous trend
Year-over-year and period-over-period comparisons run through the switch.
No bridging spreadsheet
Nothing has to be rebuilt by hand to join the two systems together.
What you get

How Toggle extends TripSuite reporting

One intelligence layer, whichever system you run

Toggle treats ClientBase, Trams Back Office, TRES, and TripSuite as interchangeable sources. Whether your agency is on TripSuite today, on ClientBase, Trams Back Office, or TRES, or running more than one at once, the analytics, commission tracking, and reporting stay exactly the same.

FAQ

TripSuite reporting FAQ

Anything else? The Toggle team gets back within a business day.

Book a demo
TripSuite is a cloud, all-in-one agency management platform that brings CRM, trips and bookings, commission tracking, and accounting into one system. TripSuite reporting is how an agency gets sales, commission, and production numbers out of it. Toggle reads TripSuite data and turns it into live, drillable analytics and exportable reports.
Yes. TripSuite is one of the systems Toggle fully supports, alongside ClientBase Online, ClientBase Windows, Trams Back Office, and TRES. Toggle reads TripSuite data directly and turns it into real-time analytics, commission tracking, and reporting.
No. Toggle complements TripSuite rather than replacing it. TripSuite stays the system of record where your agency manages clients, trips, and bookings; Toggle adds the intelligence layer on top, turning that data into live, drillable analytics and reports.
Yes. Toggle adds live dashboards, end-to-end commission tracking, quality control, and anonymous peer benchmarking on top of TripSuite data, so the agency gets an interactive, current view rather than a report run on request.
Toggle connects to your TripSuite data through a secure sync and normalizes it, including supplier hierarchies, so every yield and commission report rolls up cleanly. Toggle's team handles the setup during the two-month trial.
Yes. Toggle reads ClientBase, Trams Back Office, TRES, and TripSuite through the same data model, so production from the system you left and new bookings in TripSuite sit in one continuous set of dashboards. Year-over-year comparisons run straight through the migration.
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See Toggle on your own data.

Book a 45-minute walkthrough with the Toggle team, or watch a short demo video to see the platform in action.

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