Travel Planning - Product Inventory - Dashboard View
Download and customize a free Travel Planning Product Inventory Dashboard View Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
Travel Planning - Product Inventory Dashboard
Manage your travel products, availability, and inventory with real-time updates
| Product ID | Product Name | Category | Stock Level | Status | Priority | Last Updated (UTC) |
|---|---|---|---|---|---|---|
| TP001 | Alpine Adventure Tour | Tours & Excursions | 48 | Active | High | 2023-10-15 09:34:21 |
| TP007 | Luxury Train Journey | Transportation | 15 | Active | Medium | 2023-10-14 16:23:45 |
| TP028 | Skyline Hotel - Paris | Accommodation | 72 | Active | Low | 2023-10-15 08:11:33 |
| TP045 | Sunset Safari Experience | Activities | 22 | Active | High | 2023-10-13 14:56:48 |
| TP067 | Beachfront Villa Rental | Accommodation | 5 | Inactive | Medium | 2023-10-11 12:45:09 |
| TP089 | Diamond Cruise - Mediterranean | Tours & Excursions | 31 | Active | High | 2023-10-14 18:05:22 |
| TP134 | Luxury Helicopter Tour - Dubai | Transportation | 0 (Out of Stock) | Inactive | High | 2023-10-12 15:34:55 |
| TP990 | Ski Package - Winter Season | Activities | 12 | Active | Medium | 2023-10-15 07:45:38 |
| TP225 | River Cruise - Amazon Jungle | Tours & Excursions | 8 | Active | High | 2023-10-14 19:28:45 |
| TP776 | Mediterranean Hotel Getaway | Accommodation | 54 | Active | Low | 2023-10-15 10:16:27 |
Excel Template Description: Travel Planning Product Inventory Dashboard
This comprehensive Excel template combines three critical elements—Travel Planning, Product Inventory, and a dynamic Dashboard View—to create an integrated system for managing travel-related products, services, and inventory in real time. Designed for travel agencies, tour operators, or event planners, this template enables users to track travel packages (products), manage associated inventory such as accommodations and transportation assets, while simultaneously monitoring performance through insightful dashboards.
Overview of Template Structure
The template consists of five distinct sheets: Inventory Master, Travel Packages, Booking Log, Dashboards & Reports, and a dedicated setup sheet named Data Setup & Instructions. Each sheet plays a crucial role in maintaining accurate records, enabling data-driven decisions, and visualizing performance metrics across multiple travel planning dimensions.
Sheet Names and Functions
- Inventory Master: Central repository for all physical or digital travel assets (e.g., hotel rooms, rental cars, flight seats).
- Travel Packages: List of all tour packages offered to customers with linked inventory and pricing.
- Booking Log: Detailed log of bookings including customer info, dates, status, and payment details.
- Dashboards & Reports: Dynamic visual dashboard with charts, KPIs, filters, and real-time updates based on other sheets.
Data Setup & Instructions: User guide explaining formulas, data validation rules, and best practices for using the template.
Table Structures & Columns (with Data Types)
1. Inventory Master (Sheet: Inventory Master)
| Column | Data Type | Description |
|---|---|---|
Item ID (Unique) |
Text/Number (Auto-incremental) | Unique identifier for each inventory item. |
Item Name |
Text | Name of the asset (e.g., "Deluxe Twin Room – 3 Beds"). |
Type |
List (Dropdown: Accommodation, Transport, Activity, Meal Plan) | Categorizes the inventory item. |
Location |
Text/Reference (linked to Travel Packages or city list) | Geographic location of the item (e.g., "Paris, France"). |
Total Quantity |
Numeric (Integer) | Total number of units available. |
Available Qty |
Numeric (Formula-based) | Calculated as: Total Quantity – Booked Units. |
Status |
Status (Dropdown: Active, Reserved, Out of Stock) | Current availability status. |
2. Travel Packages (Sheet: Travel Packages)
| Column | Data Type | Description |
|---|---|---|
Package ID |
Text/Number (Auto) | Unique ID for each travel package. |
Package Name |
Text | Name of the tour (e.g., "7-Day Alaskan Cruise Adventure"). |
Start Date |
Date (Calendar Picker) | Beginning date of the package. |
End Date |
Date (Calendar Picker) | End date of the package. |
Total Price (USD) |
Currency | Total cost to customer. |
Inventory Items Used |
Text/Comma-Separated List (Linked) | List of Item IDs from Inventory Master used in this package. |
Status |
Status (Dropdown: Draft, Active, Sold Out, Cancelled) | Current status of the package. |
3. Booking Log (Sheet: Booking Log)
| Column | Data Type | Description |
|---|---|---|
Booking ID |
Text/Number (Auto) | Unique identifier for each booking. |
Package ID |
List (Linked to Travel Packages) | References the package booked. |
Customer Name |
Text | Name of the customer or group. |
Booking Date |
Date (Auto-filled) | Date when booking was made. |
Number of Guests |
Numeric | Total people in the booking. |
Paid Amount (USD) |
Currency | Amount received from customer. |
Status |
Status (Dropdown: Confirmed, Pending Payment, Completed, Cancelled) | Booking lifecycle status. |
Key Formulas Required
=COUNTIFS(Inventory_Master[Status], "Active", Inventory_Master[Available Qty], ">0")– Counts active, available inventory items.=SUMIF(Booking_Log[Package ID], Travel_Packages!$A2, Booking_Log[Paid Amount (USD)])– Sums revenue per package.=Inventory_Master[Total Quantity] - SUMIFS(Booking_Log[Number of Guests], Booking_Log[Package ID], Inventory_Master[@Item ID])– Calculates available inventory by subtracting bookings.=IF(Travel_Packages[Status]="Sold Out", "Red", IF(Inventory_Master[Available Qty]=0, "Red", "Green"))– For conditional coloring of package status.
Conditional Formatting Rules
- Available Qty < 5: Highlight in orange (low stock warning).
- Status = "Sold Out" or "Out of Stock": Apply red fill and bold text.
- Paid Amount > Package Price: Green highlight (overpayment alert).
- Booking Date is in the past: Gray background for closed bookings.
User Instructions
Navigate to the
Data Setup & Instructionssheet and review all validation rules and guidelines.Add new inventory items in the "Inventory Master" sheet using consistent naming and proper categories.
Create new travel packages by referencing existing inventory items from the Inventory Master.
Log every booking in the "Booking Log" sheet, ensuring package ID and customer details are correctly entered.
Refresh the dashboard manually or enable automatic calculation to view live updates.
Example Rows
| Item ID | Item Name | Type | Total Qty | Available Qty |
|---|---|---|---|---|
| A001 | Premium Ocean View Suite – 2 Beds | Accommodation | 15 | 7 |
| Package ID | Package Name | Total Price (USD) | Status | |
| TG2024-036 | Weekend Escape to Napa Valley | $995.00 | Active |
Recommended Charts & Dashboard Elements (Dashboard View)
- Revenue by Month: Line chart showing monthly revenue from bookings.
- Inventories by Type: Pie chart visualizing distribution of inventory categories.
- Sold Out vs. Available Packages: Bar graph comparing package statuses.
- KPI Cards: Display total revenue, number of active packages, stock alerts (low quantity), and booking conversion rate.
This template is designed for scalability, security, and usability—ensuring that travel planning teams can efficiently manage product inventory with a powerful dashboard view at their fingertips.
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