Dashboard

Business performance, operational activity and quick management.

Business Overview

Live-style dummy data for the current month.

Total Revenue
£286,420
+12.8% vs last month
Active Stock
47
6 new units this month
Open Leads
26
8 require follow-up today
Upcoming Bookings
12
£8,760 booked value

Revenue & Enquiries

Monthly sales revenue versus enquiry activity.

Mar
Apr
May
Jun
Jul
Aug
RevenueEnquiries

Revenue Mix

Estimated split across business categories.

£286kmonth to date
45%
22%
17%
16%

Recent Leads

Latest sales and booking enquiries.

James Miller · Willerby Mapleton

Budget £60k–£80k · Source: Google · Assigned to Emma

Sarah Rowe · Hot Tub Stay

3 nights · Nottinghamshire · Source: Instagram

David Clarke · Sell My Caravan

2021 ABI · Somerset · Valuation requested

Green Fields Holiday Park

Trade enquiry for 4 twin lodges · Quote required

Operational Alerts

Tasks requiring staff attention.

3 deliveries need scheduling

Two Somerset and one Sussex order.

2 holiday bookings pending payment

Total outstanding £840.

£21,500 customer balance due

Willerby New England delivery hold.

Inventory Management

Create, edit, price and track all caravans and lodges.

Available31
£1.18m stock value
Reserved7
Deposits received
Sold This Month9
+18% vs July
Average Stock Age42d
5 units over 90 days
UnitStock IDTypeLocationPriceStatusViewsActions
Cosalt Lautrec Twin Lodge
32×20 · 3 Bed · Used
CT-1024Luxury LodgeTaunton£24,900Available1,248
Willerby Mapleton
40×20 · 2 Bed · New
CT-1019Twin LodgeTaunton£77,900Reserved2,416
Willerby New England
43×20 · 3 Bed · Premium
CT-1014Luxury LodgeExeter£49,900Available1,875
Atlas Heritage Lodge
38×12 · 2 Bed · Used
CT-0998Static CaravanWest Sussex£34,950Sold2,104

Inventory Listing Fields

Media & Publishing

Upload exterior, interior and floor-plan images

JPG, PNG or WebP · Multiple images supported

FeaturedTwin Lodge2 BedroomCentral Heating

Holiday Property Management

Manage bookable cabins, lodges, owners, availability and nightly rates.

Live Properties18
3 added this month
Occupancy74%
+6.2%
Booking Value£18,640
Next 30 days
Owner Payouts Due£7,980
Due 15 Aug
Property Portfolio
PropertyNightlyOwnerOccupancyStatus
Rookery Woods Escape
Herefordshire · 2 Guests
£160Oak Retreats Ltd82%Live
Brimstone Lodge
Nottinghamshire · 5 Guests
£150James Carter76%Live
Rossendale Hot Tub Cabin
Near Manchester · 2 Guests
£140North Stay Co.68%Live
Meadow View Lodge
North Wales · 4 Guests
£200Welsh Escapes71%Paused

August Availability

Example calendar for Brimstone Lodge.

M
T
W
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28

Holiday Property Fields

Bookings

Track upcoming stays, guest details, payments and booking status.

Upcoming12
Next 30 days
Checked In4
Currently staying
Pending Payment2
£840 outstanding
Average Booking£730
3.8 nights
BookingGuestPropertyDatesGuestsTotalPaymentStatus
BK-2048Sarah Rowe
sarah@example.com
Brimstone Lodge17–20 Aug4£570Confirmed
BK-2044Daniel Shaw
daniel@example.com
Rookery Woods22–24 Aug2£360DepositConfirmed
BK-2039Emma Hill
emma@example.com
Rossendale Cabin26–29 Aug2£510PendingAwaiting Payment

CRM & Leads

Track every website, social, WhatsApp, phone and trade enquiry.

New Leads26
This week
Contacted19
73% contact rate
Viewing / Quote11
Strong opportunities
Estimated Pipeline£418k
Open opportunity value
LeadInterestBudget / ValueSourceOwnerStageNext Action
James Miller
+44 7700 112233
Willerby Mapleton£60k–£80kGoogleEmmaViewing12 Aug · 11:00
David Clarke
+44 7700 223344
Sell My CaravanEst. £28kTikTokJackValuationRequest photos
Green Fields Park
trade@greenfields.co.uk
4 Twin Lodges£240k+ReferralRyanQuoteSend proposal

Customers

View purchase history, stays, services, invoices, balances and support.

CustomerTypeLast ActivityTotal ValueOutstandingServices UsedStatus
James Miller
London · +44 7700 112233
BuyerViewing booked£77,900£0Viewing, Delivery QuoteActive
Sarah Rowe
Manchester
Holiday GuestBooking confirmed£1,280£02 Holiday StaysActive
Martin Lewis
Bristol
BuyerDelivery scheduled£34,950£9,950Purchase, Delivery, SitingBalance Due

Customer 360°

Everything stored against one profile.

Contact DetailsPurchase HistoryBookingsInvoicesDocumentsSupport

Service History

Track what has already been delivered.

Delivery completed

Taunton → Bristol · 28 Jul

Decking quote accepted

£3,800 · 30 Jul

Customer Notes

Internal notes visible only to staff.

Sellers & Valuations

Manage inbound valuation requests and stock acquisition opportunities.

SellerUnitYearLocationExpectedOfferStatusInspection
David Clarke
+44 7700 223344
ABI Ambleside2021Somerset£30,000£27,500Awaiting PhotosNot booked
Helen JamesWillerby Rio Gold2018Devon£18,000£16,250Offer Sent13 Aug
Paul GreenAtlas Chorus2019Sussex£22,500£20,000AcceptedCompleted

Property Owners

Manage owner accounts, listed properties, commission, payouts and performance.

Active Owners11
18 live properties
Gross Booking Value£31,480
This month
Platform Commission£4,722
15% average
Payouts Due£7,980
Next payout run
OwnerPropertiesModelCommissionBookingsRevenuePayout DueStatus
Oak Retreats Ltd
owner@oakretreats.co.uk
3Managed18%21£12,840£2,900Active
James Carter1Commission12%8£4,920£980Active
Welsh Escapes4Managed20%17£10,330£3,100Review

Trade Accounts

Approved B2B customers, pricing access, quotes, invoices and repeat purchasing.

CompanyTypeContactOpen QuotesLifetime ValueCredit TermsStatus
Green Fields Holiday ParkHoliday ParkMark Evans1 · £240k£418,000ApprovedActive
South West Lodges LtdDealerAmy Collins2 · £86k£233,500ProformaActive
Devon Farm StaysLandownerRichard Cole1 · £102k£102,000DepositNew

Service Management

Track delivery, siting, decking, utilities, maintenance and aftercare jobs.

Nationwide Delivery

12 open jobs

Siting & Setup

7 open jobs

Decking / Utilities

9 open jobs
JobCustomerUnitServicePriceAssignedDateStatus
SV-7801Martin LewisAtlas HeritageDelivery + Siting£1,850Ops Team 114 AugScheduled
SV-7794James MillerWillerby MapletonDelivery Quote£1,200 est.Transport DeskPendingQuote
SV-7788Oak Retreats LtdRookery WoodsHot Tub Service£390Partner Team16 AugIn Progress

Delivery & Transport

Manage transport quotes, routes, schedules, drivers and delivery status.

Scheduled8
Next 14 days
Awaiting Quote5
Needs pricing
Completed Month14
98% on time
Transport Revenue£19,640
Month to date
DeliveryUnitFromToMilesPriceDateStatus
DL-5531Atlas HeritageWest SussexBristol BS9139£1,85014 AugScheduled
DL-5528Cosalt LautrecTauntonCardiff CF1471£1,25017 AugScheduled
DL-5520Willerby BostonExeterOxford OX2168PendingTBCQuote Required

Payments & Invoices

Manage deposits, balances, booking payments, service invoices and owner payouts.

Received This Month£286k
Sales + bookings + services
Outstanding£36,290
11 open balances
Overdue£4,800
3 invoices
Owner Payouts£7,980
Due next run
InvoiceCustomerReferenceTotalPaidBalanceDueStatus
INV-8841Martin LewisAtlas Heritage£34,950£25,000£9,95012 AugPart Paid
INV-8838Sarah RoweBK-2048£570£570£0Paid
INV-8829Green Fields ParkDeposit£24,000£24,000£0Paid
INV-8817Paul GreenPurchase Balance£4,800£0£4,80006 AugOverdue

Pricing Management

Edit product prices, holiday rates, commissions and service charges.

Caravan & Lodge Pricing

Holiday Pricing

Owner Commission

ServicePricing MethodCurrent ExampleEditable ByStatus
Nationwide DeliveryManual quote / distanceFrom £1,200Transport ManagerActive
Siting & LevellingFixed + complexityFrom £750OperationsActive
DeckingCustom quoteFrom £3,500OperationsActive
Hot Tub PackagePackageFrom £4,250ManagerActive

Reviews

Moderate customer, property and service reviews before publication.

4.9 / 5

Average customer rating

128

Published reviews

7

Awaiting moderation

CustomerTypeReferenceRatingCommentStatus
Sarah RoweHoliday StayBrimstone Lodge★★★★★Excellent stay, easy booking and clear instructions.Pending
Martin LewisPurchaseAtlas Heritage★★★★★Great communication from viewing to delivery.Published

Content & SEO

Manage website pages, guides, location content, banners and metadata.

Published Pages64
Includes dynamic locations
Blog / Guides28
4 scheduled
SEO Health91%
Strong
Pages Needing Update6
Old stock references
PageTypeSlugSEO TitleUpdatedStatus
Static Caravans for SaleCategory/buy/static-caravansStatic Caravans for Sale UK | CaravantasticTodayPublished
Caravans in SomersetLocation/locations/somersetCaravans & Lodges Somerset | Caravantastic2 days agoPublished
Buying a Static CaravanGuide/guides/buying-static-caravanStatic Caravan Buying Guide5 days agoDraft

Locations

Manage showgrounds, coverage areas, location pages and delivery regions.

Taunton / Somerset

Main stock location

18 UnitsSalesViewings

Exeter / Devon

Regional showground

15 UnitsSalesDelivery

West Sussex

South East coverage

14 UnitsSalesViewings

Location Page Fields

Users & Permissions

Create staff users, assign roles and control access by module and action.

UserRoleLocationLast Login2FAStatus
Admin User
admin@caravantastic.co.uk
Super AdminAll Locations2 minutes agoEnabledActive
Emma Brooks
emma@caravantastic.co.uk
Sales ManagerTaunton18 minutes agoEnabledActive
Jack Turner
jack@caravantastic.co.uk
Sales ExecutiveExeter1 hour agoEnabledActive
Lucy Morgan
lucy@caravantastic.co.uk
FinanceAll LocationsYesterdayEnabledActive

Role Permissions · Sales Manager

Module
View
Create
Edit
Delete
InventoryCaravans & lodges
CustomersProfiles & history
PaymentsInvoices & balances
UsersStaff permissions

New User Fields

Reports & Analytics

Understand sales, stock, bookings, revenue, lead sources and team performance.

Lead Conversion18.4%
+2.1%
Average Sale Value£39,870
+6.8%
Holiday Occupancy74%
+6.2%
Repeat Customers21%
Bookings + services

Lead Source Performance

Dummy conversion performance by channel.

31%
24%
18%
14%
13%

Top Salespeople

Month-to-date closed revenue.

EB
Emma Brooks

£118,400 · 4 deals

JT
Jack Turner

£96,750 · 3 deals

RS
Ryan Stone

£71,270 · 2 trade deals

System Settings

Business details, notifications, workflow rules, security and integrations.

Business Information

Workflow & Notifications

Control common system behaviours.

New lead notificationsEmail and dashboard alerts
Booking confirmation emailSend automatically after payment
Low stock reminderAlert when category stock is low
Price change approvalManager approval for major changes
Two-factor authenticationRequired for admin and finance users

Payments

Stripe / card provider ready

Connected Demo

WhatsApp

Lead and listing enquiry routing

Configured

Email

Booking, invoice and notification email

Configured