Budgets and Pricing

The Budget tab is the unified commercial workspace for a proposal. It turns flights, accommodations, optionals, cruises, imported documents, and manual extras into a clear, flexible commercial structure with real-time margin control, participant simulations, and alternative options.

Pricing Hierarchy and Controls

The budget table reflects the operational services entered in the proposal tabs while giving commercial operators full control over selling prices and markups:

• Flights: Parent flight options roll up child segments and legs. Setting a manual price on the parent locks child prices to that package price.
• Accommodation: Stays roll up hotels and rooms. Setting a manual price on a stay or hotel locks child room pricing to that group rate.
• Extras & Services: Optional services can be priced individually or grouped.
• Cruises: Cruise parents roll up cabins and fare classes.
• Imported Documents: Items imported from supplier files or GDS retain their source document reference.

Cost Modes

Each line item supports four cost calculation modes:

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Visual Authority & Color Indicators

Cells in the budget table use distinct colors to communicate their live calculation status at a glance:

• Green: Manual override — a price or markup typed directly by an operator that overrides automatic calculation.
• Navy: Editable calculated value — a value derived from child items or default formulas that remains open to manual editing.
• Coral: Calculated output cell — final computed values (such as Total and Per Person) or parent-locked fields that cannot be directly edited.
• Muted Gray: Excluded service — unchecked services excluded from the proposal grand total remain visible with muted styling so their individual cost can still be referenced.

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Proposal Options (Opções)

Options allow consultants to offer alternative travel solutions directly within the same proposal without having to duplicate proposals or maintain separate files.

• Use cases: Presenting Hotel Option A (4-star) vs. Hotel Option B (5-star), or a standard flight route vs. an upgraded business route.
• How it works: Services can be left shared (untagged) or tagged to a specific Option. Shared services apply across all choices, while tagged items only activate for their specific option.
• Comparison view: The summary view presents an Option comparison table showing subtotals and per-person prices side-by-side for client decision-making.

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Price Scenarios (Cenários de Preço)

Price scenarios simulate commercial pricing automatically based on the number of participating travelers (e.g., quotes for 7, 20, or 35 participants).

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Traveler Groups (Grupos)

When a proposal involves multiple client sub-groups (such as distinct families traveling together, VIPs with upgraded services, or adults vs. children), Traveler Groups allow budget segmentation without creating separate proposals.

• Service Assignment: Each service row can be attributed to All travelers or to a specific traveler group.
• Headcount Validation: The group manager validates that the combined group headcount matches the trip's total passenger count, highlighting discrepancies while allowing incremental editing.
• Client Presentation: Group breakdowns can be exported cleanly to presentation decks and email quotes, showing each party exactly what their portion costs.

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Scenarios × Options Matrix

When both Budget Scenarios and Options exist on a proposal, Ghloria generates a cross-tabulated matrix:

• Rows: Proposal Options (e.g., Option A - Superior, Option B - Deluxe).
• Columns: Headcount Scenarios (e.g., 10 Pax, 20 Pax, 30 Pax) alongside a Base reference column.
• Cells: Each cell computes that option's precise slice of projected services under the scenario's headcount and overrides.

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The Net Margin Engine

When setting a Target Net Margin % on a proposal, Ghloria runs a three-pass calculation to distribute profit proportionally across all services.

Pass 1: Accumulate costs
Ghloria sums the net (cost) of every selected service and categorizes each item into:

• Items with a fixed agency fee (e.g., flight ticketing fee): treated as fixed profit.
• Items with an explicit manual markup %: calculated individually.
• Items with no explicit markup: forms the base pool for global margin distribution.

Pass 2: Calculate global distribution factor
Using target net margin (Gross = Net / (1 - Margin)), Ghloria determines the total required profit. After subtracting fixed fees and manual markups, the remaining profit is divided across the unpriced pool.

Pass 3: Generate final line totals
Each line item receives its proportional markup via largest-remainder cent allocation, ensuring mathematically perfect rounding.

Worked Example

A proposal has two services:

• Flight: €1,800 net with a €200 fixed handling fee
• Hotel Stay: €1,200 net with no line markup

Total net cost = €3,000. Target net margin = 15%.

1. Target Gross Revenue: €3,000 ÷ (1 − 0.15) = €3,529
2. Total Required Profit: €3,529 − €3,000 = €529
3. Profit already covered by flight fee: €200
4. Distributable profit remaining: €529 − €200 = €329
5. Distribution factor applied to hotel (€1,200): €329 ÷ €1,200 = 27.4%

The final proposal total is €3,529, perfectly hitting the 15% net margin target.

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Discounts & Currency Conversion

• Manual Discount Override: A flat reduction in the table footer that applies additively with configured discount rules.
• Foreign Currencies: Imported supplier quotes in foreign currencies display detected currency symbols and exchange rates. Exchange rates can be refreshed or manually adjusted, automatically recalculating net EUR amounts.