Dashboards [VIDEO]

How to Use Dashboards in Vacation Creations CRM (Agent Dashboard, Tasks & Calendar)

Vacation Creations CRM dashboards give agents a powerful, all-in-one view of their business. In this video, you’ll learn how to navigate and customize each dashboard to stay organized, track tasks, and manage client activity more efficiently.

This step-by-step tutorial shows you how to:

• Access the three main dashboards:
  • Agent Dashboard
  • Overall Task Dashboard
  • Calendar View
• Customize your Agent Dashboard with widgets like:
  • High priority tasks
  • Total sales
  • Recent commissions
  • Current sales
  • Automated email tracking
• Resize, rearrange, and expand widgets for a personalized layout
• Use the Overall Task Dashboard to:
  • View tasks by priority and due date
  • Identify past due, upcoming, and future tasks
  • Open linked reservations directly from a task
  • Mark tasks complete or delete them when no longer needed
• Streamline your workflow by completing multiple tasks from one screen
• Use the Calendar Dashboard to:
  • View reservations, payments, and tasks by month
  • Track important dates like deposits, final payments, and client birthdays
  • Customize what appears on your calendar
  • Click into tasks or reservations and mark items complete

By the end of this video, you’ll know how to use each dashboard to stay on top of your workload, manage client timelines, and keep everything organized in one convenient place.

This video is part of our Vacation Creations CRM training series, designed to help travel agents work smarter, stay organized, and deliver a seamless client experience.

Please note: These videos use demo data and not actual client or customer data.