Budgets and Pricing

The Budget tab turns proposal services into a controlled commercial view. Flights, accommodation, optionals, cruises, imported pricing, manual fees, markups, discounts, and custom budget structures can all contribute to the proposal total.

Standard budget

The standard budget is generated from structured proposal services. Each service can be selected or excluded from the budget and can carry quantity, unit or total calculation, price source, and markup.

Use the standard budget when the proposal should reflect the line items already entered in the service tabs:

• flight options and segments
• accommodation stays, hotel options, and rooms
• optional services
• cruises, where enabled
• fees and imported pricing items
• proposal-level markup and discounts

Manual edits are marked so operators can see where a calculated value has been overridden.

Custom budget

Custom budget mode gives the agency a more curated pricing structure. It supports participant segments, groups, day or section labels, service rows, synced or manual price sources, and display modes such as total, by service, or by day and service.

Use custom budget mode when the client-facing price needs to be grouped differently from the operational service entry. For example, a proposal can preserve detailed supplier items while presenting a simplified total by family, room, team, passenger type, day, or service category.

Currency conversion

Imported document groups can include conversion metadata. Review the linked imported nodes, origin currency, destination currency, conversion date, and conversion rate before relying on converted values in the proposal.

How the Margin Engine Works

When you set a Net Margin % on a standard budget, Ghloria runs a three-pass calculation to distribute profit across all services proportionally.

Pass 1 — Accumulate costs

Ghloria sums the net (buying) cost of every selected service. It classifies each item into one of three buckets:

• Items with a fixed agency fee (e.g., a flight handling fee) — treated as fixed profit
• Items with a manual markup % set on the individual line — that markup is calculated separately
• Items with no explicit markup — these form the base that the global margin factor will be applied to

Pass 2 — Calculate the global distribution factor

Using the target net margin you entered, Ghloria calculates how much profit is still needed after accounting for fixed fees and manual markups. That remaining profit is divided across the items with no explicit markup to produce a distribution factor.

Pass 3 — Generate final line items

Each line item's final selling price is computed: items with manual markups use their own rate; items without explicit markups receive the distribution factor.

Worked Example

A proposal has two services:

Total net cost: €3,000

You set a target net margin of 15% (meaning 15% of the selling price is profit).

The engine calculates:

• Target revenue: €3,000 ÷ (1 − 0.15) = €3,529
• Required total profit: €3,529 − €3,000 = €529
• Already covered by fixed fee: €200
• Remaining distributable profit: €529 − €200 = €329
• Distribution factor applied to hotel (€1,200): €329 ÷ €1,200 = 27.4%

The proposal total becomes €3,529 — with the flight's agency fee and a proportional markup on the hotel covering the target margin.

Budget outputs

From the budget workflow, operators can review totals. Budget content also feeds proposal summaries, proposal detail cards, and presentation slides.