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See your revenue clearly and hit your income goals with confidence! Most travel advisors have only a vague sense of how much money they’re actually making. Between planning fees, travel commissions, air ticketing fees, and various service offerings, revenue comes from multiple sources at different times – making it nearly impossible to know your true financial picture without proper tracking. Are you on pace to hit your annual goal? Which services are your biggest revenue drivers? How does this quarter compare to last quarter? Without organized tracking, these critical questions remain unanswered, leaving you unable to make strategic decisions about where to focus your energy or whether your business is truly profitable.
The Sales & Commission Tracking Spreadsheet gives you complete visibility into your business revenue with a simple, organized system for tracking every dollar that comes in. This Google Sheets template includes dedicated sections for analyzing sales by service type (showing which offerings generate the most income), monthly revenue tracking across all income streams, automated quarterly totals, and a full annual summary – all with calculations that update automatically as you enter data. You can instantly see what percentage of your income comes from each service, identify your most profitable months, spot seasonal patterns, and track progress toward annual goals. Whether you’re evaluating whether to raise fees, deciding which services to promote more, or simply want to understand your financial performance, this spreadsheet provides the clarity and confidence that comes from knowing your numbers. It’s time to stop guessing about your income and start managing your revenue like the successful business owner you are.
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• Sales by Service Analysis showing each service suite with price point, quantity sold, total income generated, and percentage of overall revenue • Monthly Revenue Tracking with dedicated rows for each income stream: travel commissions, planning fees, ticketing fees, and custom services • Automated Monthly Totals that calculate total income for each month automatically • Quarterly Summary Calculation providing Q1, Q2, Q3, and Q4 revenue totals at a glance • Annual Revenue Total displaying your full year income automatically • Service Mix Percentages revealing which services contribute most to your bottom line • 12-Month Overview with all months visible for easy year-over-year comparison • Multiple Revenue Categories to track commissions separately from fees and other income sources • Customizable Service Rows to add your unique service offerings and packages • Clean, Organized Layout that makes data entry quick and analysis easy
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• Google Account Required: This is a Google Sheets template that requires a Google account to access and edit
• Instant Access: Upon purchase, you’ll receive a link to copy the template to your own Google Drive
• Automated Calculations: Built-in formulas automatically total monthly, quarterly, and annual revenue
• Fully Customizable: Add or remove service categories, adjust layout, or create multiple years in separate tabs
• Manual Data Entry: This tracks revenue as you enter it – not connected to bank accounts or payment processors
• Year-Round Use: Update monthly as revenue comes in to maintain accurate records
• Not Accounting Software: This tracks revenue but is not a replacement for professional bookkeeping or accounting software
• Not Financial Advice: This tool helps organize revenue data but is not financial or accounting advice
• Forever Access: Once copied to your Google Drive, you own and control the template permanently
• Annual Duplication: Create a new copy each year for clean year-over-year comparison
Sales & Commission Tracking Spreadsheet
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
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From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
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Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
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Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
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