Agency Dashboard

Your whole team.
One screen.
Full visibility.

The Agency Dashboard gives boutique travel agencies a shared workspace — every agent's quotes, every client pipeline, every Magic Link, managed from one place by you.

See it in action Agency overview

Included on the Boutique (£104/mo) and Corporate (£300/mo) plans.

Mark's Travel Agency
Quotes
Team
Team seats used4 / 5
4
Active Agents
23
Combined Quotes
8
Magic Link Opens
👥 Agency Team
MH
Mark Harris
Admin · Active
9 quotes
SC
Sara Clarke
Agent · Active
7 quotes
JP
Jake Patel
Agent · Active
5 quotes
RL
Rachel Lee
Agent · Active
2 quotes
Before vs after

Running a team used to mean spreadsheets.

Cloudymonkey gives agency owners visibility across every agent, every quote, and every client — without chasing anyone for an update.

Without Cloudymonkey
  • Every agent works in their own inbox
  • No idea who quoted what, or when
  • Clients receive inconsistent proposals
  • Pipeline lives in a shared spreadsheet
  • No visibility until a booking confirms
  • Margin discipline varies agent to agent
  • Onboarding new agents takes days
With Agency Dashboard
  • One shared workspace for the whole team
  • Every quote visible to the agency owner
  • Consistent agency branding on every quote email
  • Every sent quote saved and visible to the team
  • Quotes sent by email or PDF, branded as your agency
  • New agents invited and quoting in minutes
Client pipeline

Know every quote's status.
No chasing required.

Every quote your team generates is saved against the agent who built it. See what has been sent, to which client, and whether they have opened it. (Illustrative example below.)

Client pipeline — this month 23 quotes total
SC
The Williams Family
Lanzarote, 7n AI
Opened ×3 £3,141
MH
Mr & Mrs Okafor
Tenerife, 10n AI
Opened ×2 £4,820
JP
Davies Group (6)
Majorca, 14n AI
Sent £11,200
RL
Priya Sharma
Rhodes, 7n AI
Sent £2,890
SC
The Nguyen Family
Fuerteventura, 7n
Opened ×1 £3,560

Everything the Agency Dashboard does

Built for agency owners who need control without micromanagement — visibility without bottlenecks.

Team seat management

Invite agents from the Team tab and set their role. Each person gets their own login. No IT department required.

Shared quote library

Every quote your team saves is stored against the agent who built it, so the agency owner can see what has gone out.

Agency-wide quote history

See every quote your team has saved and sent, by agent and client, so nothing gets lost when someone is away.

Margin and deposit insights

The Insights tab shows quoted value, margin, average markup and deposit received rate, this month and all time, plus a client list.

Consistent brand across every agent

Your agency logo and trading name are set once by the admin. Quote emails from your team carry your brand automatically, sent through your agency's own email account.

Your markup, your call

Each agent sets their own markup on every quote. The client only ever sees the final price, never your cost or margin.

Common questions about Agency Dashboard

How many agents can I add?

The Boutique plan (£104/mo) includes up to 5 agent seats. The Corporate plan (£300/mo) includes unlimited seats. You can add or remove agents at any time from your dashboard — no support ticket needed.

Can agents see each other's quotes and client details?

Agents see their own quotes. Agency owners and admins can see the agency's quotes and margin figures.

What's the difference between Admin and Agent roles?

Owners and admins can see the agency's quotes and manage the team and agency email settings. Agents work on their own quotes.

Does each agent get their own login?

Yes. Each team member has a separate login with their own credentials. There are no shared passwords. Each quote is saved against the agent who built it.

Is Agency Dashboard available on the Freelance plan?

No — Agency Dashboard is included on Boutique (£104/mo) and Corporate (£300/mo) plans only. The Freelance plan (£52/mo) is designed for individual agents working solo, without team features. You can upgrade at any time from your account settings.

Ready to give your agency
a proper dashboard?

Book a 30-minute walkthrough and we'll show you the Agency Dashboard live — team setup, quote history and agency branding — using your agency's details.

Book your free demo

No credit card. No commitment. 14-day free trial included.