Live Operations Dashboard
Real-time metrics — data is permanent and visible to all users with access
Revenue by Destination
LIVEBooking Status
LIVEAgent Performance
LIVERevenue by Trip Type
LIVEProfit Margins
LIVEUpcoming Departures
Top Agents
Client Database
All client records — click any cell to edit, changes are saved immediately. XD = cross-division client (Travel + C&B).
| Client ID | First Name | Last Name | Phone | Passport | Exp. Date | DOB | Nationality | Emergency Name | Emergency Phone | Notes | VIP | Bookings | Revenue | Division | Actions |
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Travel Records
Full traveler profile per booking — flights, accommodation, tours & cost. Scheduled bookings are editable; once travel begins they become read-only journey history.
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Confirmed Bookings
Confirmed & active bookings. Upcoming/Active bookings are editable. Once a journey begins or completes, bookings are locked for reporting only — no edits or deletions.
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Travel Division — Profit & Cost Analysis
Incoming supplier costs vs. outgoing client charges (with markup) — live gross profit for the travel division
Revenue vs. Supplier Cost vs. Profit — Per Booking
LIVESupplier Cost by Category
| Booking ID | Client | Destination | Status | 💱 Curr. | ✈️ Flight | 🏨 Hotel | 🚌 Transfer | 🗺️ Tours | 🛡️ Insurance | 📋 Visa | 📦 Other | 💰 Total Supplier | 💵 Client Price | ⭐ Commission | 📈 Net Profit | Margin | C&B |
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Travel Quotes
Estimate travel costs for clients who are not yet committed — quotes are saved and visible to all staff
Quick Quote Calculator
Fill in the details below to generate an instant travel cost estimate
All Saved Quotes
PERMANENT| Quote # | Client Name | Phone | Destination | Travel Dates | Adults | Children | Trip Type | Cabin | Accommodation | 💱 | Flights | Hotel | Tours | Transfers | Insurance | Consultation | Grand Total | Status | Valid Until | Agent | Notes | Actions |
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Invoices
Create, edit and print branded travel invoices — linked to bookings and saved permanently
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Travel Enquiries
Inbound travel leads — holiday packages, flights, hotels, tours & all traveller requests
| Submitted | Service | First Name | Last Name | Phone | Country From | Contact Via | Heard Via | Travel Type | Destination | Departure | Return | Adults | Children | Budget/Person | Accommodation | Insurance | Special Requests | Status | Agent | Follow Up | Notes | Actions |
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Consulting & Brokerage Hub
Full lifecycle management — from prospecting through project delivery and invoicing
Overdue & Due Soon
ATTENTIONPipeline Snapshot
Retainers & Ongoing Services
Manage recurring billing for active clients — retainers, social media management, support contracts & additional services
Billing History
ALL CYCLES| Date | Client | Project | Service | Cycle | Amount | Currency | Status | Invoice # | Notes |
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C&B Clients
Clients created from C&B leads — each record links to their projects, quotes and invoices. Use the workflow buttons on a lead to auto-create a client record here.
C&B Leads
Inbound leads for Consulting & Brokerage services — business consulting, procurement, events, BPO, web & AI
| Timestamp | First Name | Last Name | Phone | Company | Contact Method | Best Time | Status | Pipeline / Project | Consultant | Follow-Up | Notes | Actions |
|---|
Projects
Client engagements — onboarding, execution & delivery tracking
| ID | Project | Client | Service | Status | Priority | Start | Target | Progress | Revenue | Supplier Cost | Gross Profit | Margin % | Contract Value | Paid | Balance | Manager | Actions |
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Consulting & Brokerage Invoices
Generate, track and manage invoices for all consulting engagements
Invoice Generator
Build a professional invoice for any consulting project
CLIENT & PROJECT
INVOICE DETAILS
LINE ITEMS
| Description | Qty | Rate / Unit | Amount | GCT? |
|---|
All Consulting Invoices
PERMANENT| Invoice # | Client | Project | Service | 💱 | Date | Due | Subtotal | Tax | Discount | Total | Paid | Balance | Status | Actions |
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Consulting & Brokerage Quotes
Build itemised quotes by service category — all sections roll up to a GCT-inclusive grand total
Quote Generator
Enter fees per service category — totals calculate automatically
CLIENT DETAILS
QUOTE DETAILS
All C&B Quotes
PERMANENT| Quote # | Client | Company | Linked Project | 💱 | Consulting | Procurement | Events | Marketing | BPO | Subtotal | Discount | GCT | Grand Total | Agent | Date | Valid Until | Status | Actions |
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Supplier Costs
Record supplier / vendor pricing to calculate profit margins, ROI and performance by service
Supplier Quote / Invoice
Record a supplier quote or invoice — all costs, line items, markup and margin are calculated automatically
SUPPLIER DETAILS
INVOICE DETAILS
SUPPLIER LINE ITEMS
| Description / Service | Qty | Unit Cost ($) | Amount |
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Supplier Cost Records
PERMANENT| Supplier ID | Ref # | Supplier | Type | Category | Service | Project | Client | Date | Lines | Cost (ex-GCT) | GCT | Cost Total | Sell Price | Markup % | Profit | Margin % | ROI % | Currency | Status | Actions |
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Business Registrations
View and manage new business registrations submitted through the Sandy Desk registration form.
| Ref | Contact | Business | Industry | Services Wanted | Budget | Status | Submitted | Actions |
|---|---|---|---|---|---|---|---|---|
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Spend Report
Performance analytics by supplier, category and service — track costs, revenue, profit and ROI over time
| Supplier | Transactions | Total Spend | Total Revenue | Gross Profit | Avg Margin % | Avg ROI % |
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| Category | Transactions | Total Spend | Total Revenue | Gross Profit | Avg Margin % | Avg ROI % |
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| Service | Category | Transactions | Total Spend | Total Revenue | Gross Profit | Avg Margin % | Avg ROI % |
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Consulting & Brokerage Reports
Performance analytics, pipeline health & financial tracking
Pipeline by Stage
LIVEProjects by Service
LIVEInvoice Status
LIVERevenue by Project
LIVEProject Status Breakdown
LIVERevenue by Service Category
LIVECategory Breakdown
Project Profit & Margin — Quotes vs Supplier Costs
P&L BY PROJECTRevenue = sum of Accepted C&B quotes + Paid invoices linked to each project. Supplier Cost = linked supplier records per project. Profit = Revenue − Cost.
Per-Client Financial Breakdown
BY CLIENTEach client's cumulative C&B revenue, supplier costs, profit/loss and margin — aggregated across all projects and bookings.
Supplier Cost Per Booking / Engagement
DETAIL VIEWIndividual supplier cost records for each project engagement — used to compute dynamic profit and margin per booking.
Branding & Service Content
Sandy Desk Agency — Service identity, messaging & collateral for every offering
Sandy Desk Agency
Business . Vacation . Life
Travel · Flights · Hotels · Transfers · Tours · Visa · Insurance · Procurement · Events · Brokerage · Consulting · Market Entry · Process Improvement · BPO · Branding · Digital Marketing · Content · Video · Printing · Web & Mobile Dev · AI Automation
Brand Voice & Key Messaging
Core pillars, value propositions and messaging guidelines for Sandy Desk Agency
Our Mission
To connect people and businesses with exceptional travel experiences, strategic consulting, project management, renewable energy solutions, operational services, and cutting-edge digital innovation — delivering measurable value at every stage of the journey.
Our Vision
To be the most trusted multi-service partner for business, travel, and life — recognised across the Caribbean and globally for results, integrity, and innovation.
Core Values
Excellence · Integrity · Innovation · Partnership · Results-Driven · Client-First · Agility · Transparency
Target Audience
SMEs, startups, corporate enterprises, government agencies, NGOs, and individuals seeking expert travel, business consulting, project management, renewable energy solutions, digital transformation, and lifestyle services.
Brand Promise
We don't just advise — we execute. Every engagement is backed by measurable outcomes, dedicated support, and an unwavering commitment to your success.
Unique Differentiator
One agency, unlimited solutions. Sandy Desk Agency bridges Business, Vacation, Digital & Life under one roof — your complete partner from first enquiry to final outcome.
Digital & AI Division
We design and build high-performance websites, mobile apps, and AI-powered automation systems that drive real business results — from sleek landing pages to intelligent workflow automations and custom LLM integrations.
Events & Operations Division
From intimate corporate gatherings to large-scale conferences, product launches and galas — Sandy Desk Agency handles every detail of event management alongside strategic procurement and brokerage services that connect the right people and resources.
Marketing & Creative Division
Full-service brand and marketing support — from logo design, branding systems and print production to digital marketing campaigns, content creation, social media management and professional video production. We make your brand impossible to ignore.
Travel Division
End-to-end travel solutions covering leisure holidays, corporate travel, group & incentive trips, flight ticketing, hotel bookings, airport transfers, tours & excursions, visa documentation, and travel insurance — all under one dedicated travel desk.
🌱 Renewable Energy Division
From energy audits and solar feasibility studies to full PV system design, procurement and installation — Sandy Desk Agency is your end-to-end partner for transitioning to clean, sustainable power. Serving residential, commercial, industrial & government clients across the Caribbean and beyond with measurable savings and a greener footprint.
Project Management Division
Certified project managers embedded in your team to drive complex initiatives from scope to close-out — IT transformations, construction projects, product launches, government programmes and beyond. Sandy Desk Agency brings structure, governance and accountability to every engagement.
Brand Identity & Style Guide
Visual identity, typography, and communication tone for all Sandy Desk Agency materials
Typography
Headlines · Titles · Hero Text · KPI Numbers
Body · Subheadings · Nav · Labels · UI
Data · Codes · IDs · Accents
Colour Palette
Tone of Voice
- Authoritative — We speak with expertise and confidence
- Professional — Clean, precise and jargon-free
- Forward-thinking — Future-focused and solution-oriented
- Approachable — Warm, inclusive and accessible
- Results-Led — Every sentence drives toward outcomes