Travel Agency Quarterly Business Review

Streamline Your Travel Agency's Quarterly Business Reviews

Running a successful travel agency or tour operation means staying on top of performance metrics, market shifts, and strategic opportunities. This Travel Agency Quarterly Business Review template gives you a structured framework to capture sales data, analyze trends, evaluate supplier partnerships, and plan your next quarter's initiatives—all in one place.

Why travel agencies choose Paperform for business reviews

Instead of juggling spreadsheets, email threads, and presentation decks, this template brings everything into a single, branded form that your team can complete collaboratively. With Paperform's doc-style editor, you can customize sections to match your agency's priorities, add conditional logic to show relevant follow-up questions, and use calculation fields to automatically compute performance metrics.

What's included in this template

This quarterly review template covers the essential pillars of travel agency performance:

• Sales performance analysis – Track revenue by segment, conversion rates, booking volumes, and average transaction values
• Market trend insights – Capture observations about destination popularity, traveler preferences, seasonal patterns, and emerging opportunities
• Supplier relationship updates – Evaluate partnerships with hotels, airlines, DMCs, and tour operators
• Customer satisfaction metrics – Monitor NPS scores, review ratings, repeat booking rates, and feedback themes
• Competitive positioning – Assess your market position, pricing strategy, and differentiation
• Strategic initiatives planning – Set priorities, allocate resources, and align your team on goals for the next quarter

Connect your review process to action

Once your quarterly review is submitted, you can use Stepper (stepper.io) to automatically route insights to your CRM, share summary reports with stakeholders via Slack or email, update financial dashboards in Google Sheets or Airtable, and trigger follow-up tasks in your project management tool. This ensures insights turn into action rather than sitting in a forgotten folder.

Whether you're a boutique travel agency, a corporate travel management company, or a tour operator managing multiple destinations, this template helps you maintain strategic clarity and make data-informed decisions quarter after quarter.

Built by travel professionals, for travel professionals – customize this template to fit your agency's unique KPIs and reporting needs, and keep your team aligned on what matters most.