Raleigh Compass · Performance Hub

Revenue booked, season to date

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To end of —: target — · —

Bookings, season to date

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To end of —: — against — · season target —

Average price per booking

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Target —

2027 cycles booked

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of — target · — expected by now · — projected

Revenue: running total against target

Sales season 26/27, £. November actuals are to 2 November.

—Actual
—Target
—Last season

2027 cycles: booked against target

Bar is booked; the line marks where the cycle should be by now on its target curve.

What's left to book this season

The targets that land £1.9m this season, each at its own average price. Beating one puts the season ahead; it doesn't lower the others.

Revenue still to bring in: —
Legacy (— more at £2,995): —
2027 cycles still to book to target (— bookings): —
2028 cycles target this season (— bookings at —): —
Revenue still to find after those targets: —
Total bookings this season, against a target of —: —

Assumes 7 more Legacy bookings, 27 Cycle 3 2027 bookings in Aug–Sep 2027 (next season), and a 2028-cycle target of 59 bookings this season.

Who this season's bookings are for

The 26/27 season target split by year of travel, from each cycle's booking curve, against bookings so far.

Travelling in	Target	Booked	Share of season

Bookings count when a deposit is paid, whatever year the person travels.

Bookings

Sales season 26/27 against target and last season.

—Target
—Actual
—Last season

Revenue

£, sales season 26/27 against target and last season.

—Target
—Actual
—Last season

Bookings per month, four seasons

Deposits paid per month, Aug to Jul.

Bookings by salesperson

Deposits paid each month this season, by the salesperson on the lead in FileMaker (to 30 October). Includes bookings since cancelled. Revenue per salesperson needs the revenue column adding to the export.

—Alison Hartley
—Kieran Ahern
—No salesperson recorded

UK and US entities

Bookings made each month this season by the entity the person paid (FileMaker brand: RLGH = UK, RIUS = US). Both are ordinary bookings and count towards the season targets; FileMaker records them under a different brand because the person paid the US entity. Expedition and Legacy deposits, less cancellations.

Month	UK	US	Total	US share

Salesperson totals: this season and last

Deposits paid in each sales season, and what has happened to them since. "Lost" is cancelled, deferred or not travelling.

Salesperson	Season	Deposits	Still booked	Lost	% lost	Share of season

Leads needed are worked back from each month's booking target using the conversion rates below. Traffic comes from Google Analytics; MQLs and SQLs are added each month.

Leads needed to hit the booking targets

Traffic → MQLs → SQLs → bookings. Blank actuals mean the month's marketing numbers haven't been added yet.

Month	Traffic needed	Traffic	MQLs needed	MQLs	SQLs needed	SQLs	Booking target	Bookings	SQL to booking

SQLs needed against SQLs

Sales-qualified leads per month, sales season 26/27.

—Needed
—Actual

Conversion rates used

Targets from the numbers workbook.

Step	Rate

Website visits by channel, —

Sessions from Google Analytics (default channel groups), with key events (form submissions and other conversions) per channel.

Which channels convert

Engaged sessions last 10 seconds or more, or view 2+ pages. Key event rate is key events per session.

Channel	Sessions	Engaged	Key events	Key event rate	Share of key events

May 2026 leads: what happened to them

The last month of leads held in FileMaker before the move to GoHighLevel. Each form submission is a lead (MQL); worked by sales is an SQL.

May 2026 leads by source

From the UTM tags on the form. Untagged leads came in without campaign tracking (mostly direct and organic visits).

Source	Leads	Booked	Lead to booking

GoHighLevel leads (June onwards) need a table export from GoHighLevel: contact and opportunity ID, created date, source, UTM campaign, assigned user and won/lost.

How far through its bookings each cycle, or the whole season, is month by month against the share it should have by then. Cycle curves follow the same cycle's booking pattern from the year before, scaled to the Venturer dashboard target.

Share of the target booked

Running total of bookings as a % of the target, against the target curve. Cycle bookings by month are from FileMaker (still booked, by deposit month, to 30 October); the season view runs to 2 November.

—Booked
—Target curve

Month by month

Bookings by the month the deposit was paid.

Month	Booked	Target	% booked	% target

All bookings by month, every cycle

Bookings for every cycle added together by deposit month, against the sum of the cycle targets. Bookings from FileMaker, to 30 October 2026.

—Target
—Booked

When people book, by cycle

Running share of each 2026 cycle's bookings by months before it started. This is the pattern used to set the 2027 and 2028 curves.

—Cycle 1
—Cycle 2
—Cycle 3

Each season's target by year of travel

Sum of the cycle targets that fall in each sales season, from the curves.

Season	Travelling in	Target	Booked	Share

Pax booked on each cycle against target. Booked counts people on the expedition now, after withdrawals and deferrals (the Venturer dashboard's Pre-Exped. column, 3 November). From Cycle 2 2027 expeditions are 8 or 4 weeks.

Green at or ahead of where it should be by nowAmber 80–95% of itRed under 80%Grey booking not really started

Cycles

Targets and bookings by cycle, booking now first. "Expected now" is where the cycle should be today on its booking curve; the colour compares booked with it. 2026 cycles are rated against their target.

Cycle	Starts	Target	Booked	% of target	Expected now	Still to book	Projected

By country

Groups at 16 pax per group.

Country	Target	Booked	% of target	Nationals	Groups (target)	Groups (booked)

Costa Rica

Pax by expedition length for the chosen cycle.

Length	Target	Booked	% of target	Still to book	Nationals

South Africa

Pax by expedition length for the chosen cycle. The Legacy Expedition is tracked separately.

Length	Target	Booked	% of target	Still to book	Nationals

Borneo

Pax by expedition length for the chosen cycle.

Length	Target	Booked	% of target	Still to book	Nationals

Check: Venturer dashboard against FileMaker

Pax still booked on each cycle in the Venturer dashboard and in FileMaker (expeditions only; Venturer Managers, Legacy and extensions left out). Where they differ, the FileMaker column shows which lengths make up the bookings.

Cycle	Venturer dashboard	FileMaker	Difference	FileMaker by length

Who is travelling: people still booked on an expedition, by year of travel, from FileMaker. Totals only; no individual records are held in the dashboard. 2023 travellers aren't in FileMaker: their ages come from records kept separately, and nothing else is held for that year.

People

—

Aged 18–19

—

The core gap-year age

From the UK

—

Group invoice in FileMaker

—

Individuals billed to a group account, usually National Venturers

Age at travel

Passport nationality

Grouped from the passport field, which is typed in many ways (British, UK, United Kingdom…).

Gender

New or repeat, and destination

Who goes where

Where each group travels, against everyone in the same years. Groups of fewer than 10 people are left out.

Group	People	Costa Rica	South Africa	Borneo

Groups that choose differently

Most groups pick destinations in about the same proportions as everyone else. These are the exceptions: groups where the share going to a destination is at least 8% higher or lower than for everyone. Small groups are left out (under 30 people for All time, under 15 for one year) because a few people can swing them.

How bookings change from cycle to cycle and year to year, from FileMaker. FileMaker holds full booking records from 2025 travel onwards; 2024 travellers are mostly missing deposit dates.

Bookings lost before travel, by cycle

Of everyone who booked a cycle, the share who cancelled, deferred to a later cycle or didn't travel. Cycles still to run will lose more as they get closer. Starts at Cycle 2 2025: older cancellations aren't all kept in FileMaker.

Cancelled and Not travelling are two different FileMaker statuses. Cancelled (with NTU) bookings almost all still carry their deposit date; Not travelling ones never do, which suggests they are handled differently (for example a late withdrawal or a transfer). The exact difference is being confirmed with Ella. Deferred means moved to a later cycle.

—Cancelled
—Deferred
—Not travelling

Cycle	Booked at any point	Still booked	Cancelled	Deferred	Not travelling	% lost

—

Destination mix by year of travel

Share of people still booked, by country.

Year	People	Costa Rica	South Africa	Borneo

—

Expedition length by year of travel

10, 7 and 5 weeks until Cycle 1 2027; 8 and 4 weeks from Cycle 2 2027.

Year	10 wk	8 wk	7 wk	5 wk	4 wk

—

How far ahead people book

Share of each cycle's bookings made by each point before it starts (deposit month against start month).

Cycle	Bookings	12+ months	6+ months	3+ months	Median

—

Age and nationality over time

People still booked, by year of travel. 2023 has ages only.

Year	People	Aged 19 or under	UK	Netherlands	US	Repeat

—

Two planning jobs. Sales: turn a revenue target into monthly booking targets, split by year of travel. Ops: split a year's pax target into cycles, countries and 8- or 4-week expeditions.

Finance's season revenue targets

From the FY27 sales revenue assumptions (finance), growing 25% a year. Bookings at £4,700, the price finance uses. Pick a season to load it into the planner below.

Season	Status	Revenue (£)	Growth	Bookings at £4,700

Sales season: from revenue to monthly bookings

Revenue target (£) Average price (£)

Bookings needed: —

Each month's share and the split by year of travel come from the 26/27 phasing and cycle curves.

Month	Bookings	2026 travel	2027 travel	2028 travel	Revenue

Arrival year: split a pax target

Pax travelling in the year

Revenue at list prices: —

Split using the planning assumptions: cycle shares from the 2027 targets, country and 8/4-week splits from Drivers & notes. Revenue uses the new 8- and 4-week prices. Assumptions are listed in the assumptions note.

Cycle	Country	Length	Share	Pax	Groups	Revenue

The figures for the MD Performance Snapshot, in the report's order, for the last complete month. RAG ratings are suggestions: green at 95% or more of target to date, amber at 80–95%, red below 80%.

1. Commercial performance · suggested RAG: —

Sales: revenue and bookings against target and last season. Lead figures appear once marketing adds them.

Measure	Actual	Target	% of target	Last season	% of last season

4. Product & market position · suggested RAG: —

Programmes performing or underperforming: each 2027 cycle against where it should be by now, with bookings by country.

Cycle	Target	Booked	% booked	% expected now	Projected	Costa Rica	South Africa	Borneo	RAG

Best and worst sellers: each country and length by share of its target booked so far (lines with a target of 3 or more).

8. Forecast view

Two ways of projecting the 2027 cycles. Both add revenue so far, 7 more Legacy bookings and 59 bookings for 2028 cycles at target.

Revenue booked so far: —
Legacy and 2028 cycles at target: —
A. Venturer dashboard projection
Further 2027-cycle bookings this season (—): —
Forecast season revenue (— of —): —
B. At current pace
Further 2027-cycle bookings this season (—): —
Forecast season revenue (— of target): —

A: the Venturer dashboard's projected finish, which is bookings to the end of August plus each later month's target at an assumed hit rate typed into ARRIVAL YEAR (C1 100%, C2 90%, C3 75–90%). B: each cycle's bookings so far divided by the share it should have by now on its target curve. B is jumpy early in a cycle, when few bookings are in.

Not on the dashboard yet

Bookings by salesperson, website traffic by channel and May's lead sources are now on Sales & funnel and Marketing & leads. Still missing: revenue by salesperson (needs the revenue column in the FileMaker export), leads since June (needs a GoHighLevel table export), cost per lead and agent performance. Operations, people, highlights, risks and decisions stay as written commentary.

Sales

Every week, before the Tuesday sales meeting.

Summary: are we on track? Revenue to the end of last month against target, and the 2027 cycles against where they should be by now. A red cycle is the week's priority.
Summary: what's left to book. The 2027 bookings still to come and the 2028 target for this season are the team's targets.
Sales & funnel. Running total: catching up or falling behind? By salesperson: deposits this month, and bookings with no salesperson recorded (agency or partner) to tidy up.
Phasing, by cycle. Before each early-bird deadline (C2 22 Nov, C3 31 Jan, C1 2028 28 May) check that cycle's curve and plan the push.
Ops. Which country and length is red for the cycle you're selling: that's what to lead with in conversations.

Marketing

Every month, when the Google Analytics and lead figures are in.

Marketing & leads: leads needed against leads. At about 20% SQL-to-booking, each booking short is about 5 SQLs. Too few leads is marketing's lever; plenty of leads but few bookings is a sales conversation.
Which channels convert. Compare each channel's share of visits with its share of key events, and move spend towards channels that bring enquiries, not just visits.
Phasing and Trends: when to spend. Most people book 3–6 months before their cycle starts, so campaigns for a cycle need to run in that window, ahead of its early-bird deadline.
Ops: what to promote. Put campaigns behind the cycles, countries and lengths that are amber or red.
Demographics: who to talk to. Age, nationality and who goes where, to target audiences and markets (UK first, Netherlands second).

Leadership

Every month, before the board report.

Summary headline: revenue against target to date, 2027 cycles against expected, and total bookings the season needs at current prices.
Phasing, season view: is the season tracking its curve? If behind over winter, check whether the profile is front-loaded before treating it as a sales problem.
Ops: projected finish and groups per country, to spot groups that may need merging or cancelling early enough to act.
Trends: about a quarter of bookings are lost before travel, so targets need that headroom.
Planner: what next season needs, and whether the 2028 targets and ops capacity support it.
Board snapshot: the commercial, product and forecast figures for the report, with suggested RAG ratings.

Read the assumptions behind the numbers

Where the numbers come from

Season revenue, bookings and targets are from the Venturer & VM numbers workbook: SUMMARY 26_27 (updated 2 November) and the Venturer dashboard tabs (3 November), which hold the correct cycle targets. Target curves come from ARRIVAL YEAR. Planning assumptions are from Drivers & notes; prices are the new 8- and 4-week prices.

Bookings by deposit month for each cycle, salesperson, demographics and trends come from the FileMaker bookings export (all-time pax, deposits to 30 October 2026). The export is reduced to totals before it reaches the dashboard: names, contact details, dates of birth, passport, medical, insurance and emergency-contact fields are never uploaded. Salesperson IDs 179 and 239 are Alison Hartley and Kieran Ahern, matched through booking refs in the May leads export. Website traffic is Google Analytics (October 2026). May 2026 leads are from FileMaker, the last month before GoHighLevel.

Every target, split, price and rate the dashboard uses is listed in the assumptions note.

Keeping it up to date

Weekly: run the saved FileMaker all-time pax export (same columns each time, plus BookingRef_MI_Sales_Revenue_Actual and currency once added) and send it to Claude, who turns it into totals and updates phasing, salesperson, demographics and trends.
Monthly: download the Google Analytics traffic acquisition report (session primary channel group) for the month and send it to Claude.
Monthly: when finance's revenue report is out, add the month's revenue to the season figures.
Monthly: marketing sends the month’s MQLs and SQLs (from GoHighLevel once the export is set up).
Once a season: agree targets in the Planner and save them as the season and cycle targets.

Definitions

Sales season: deposits paid from August to July, for any travel year. Booked (ops): people currently on a cycle after withdrawals and deferrals. Target curve: the share of a cycle's target that should be booked by each month. Average price: revenue divided by bookings. Still booked (FileMaker): status Confirmed, Reserved or Pending. Lost: Cancelled, NTU, Deferred or Not Traveling. Extension: a product of 3 weeks or less added to an existing booking; not counted as a pax.