Dashboard
Key metrics, recent activity, and what needs attention in your workspace.
The dashboard opens when you launch Itsy. It shows your workspace's performance and recent activity at a glance.
How It Works
The dashboard gathers data from across your workspace into one view and refreshes each time you visit.
Key Metrics
Turnover
Four cards show financial performance:
| Metric | What It Shows |
|---|---|
| Last Week | Turnover for the previous 7 days, with percentage change from the week before |
| Last Month | Turnover for the previous 30 days, with percentage change from the month before |
| Last Year | Turnover for the previous 12 months, with percentage change from the year before |
| Total | All-time turnover for the workspace |
Each card includes the calculation timestamp.
When you have labels assigned to orders, each turnover card also displays a thin color-coded bar beneath the amount. Each segment of the bar represents a label, sized proportionally to its share of turnover for that period. Hover over a bar segment to see the label name and amount. This gives you an at-a-glance view of which categories drive your revenue.
Usage Limits
Below the turnover cards, the dashboard shows subscription plan usage:
- Orders Created — Orders created versus your plan limit
- Portal Views — Booking portal views versus your limit
- Action Deliveries — Automated email deliveries versus your limit
A progress bar on each metric shows current usage. See Billing for plan limit details.
Needs Attention
The Needs Attention panel highlights orders that require immediate action. It displays four summary boxes, each showing a count of orders matching a specific concern:
| Box | What It Shows |
|---|---|
| Starting Soon, Not Ready | Orders departing within 14 days that have a readiness score below 100% |
| Payment Overdue | Orders where the full payment deadline has passed and a balance remains |
| Deposit Not Met | Orders that require a deposit but haven't received enough to cover it |
| Pending Orders | Total orders currently in Pending status |
Click any box to jump to the orders list pre-filtered for that concern. This replaces browsing through all orders manually and lets you focus on what matters most right now.
Order Readiness
Each order receives a readiness score from 0 to 100%, calculated from two equally weighted factors:
| Factor | Weight | What It Measures |
|---|---|---|
| Payment Collection | 50% | Percentage of the total order price that has been paid |
| Participant Information | 50% | Percentage of participants with all required fields completed |
The score updates automatically when payments arrive or participant details change. Cancelled orders are excluded.
Status Indicators
Each order displays a color-coded status based on its readiness score:
| Status | Score Range | Meaning |
|---|---|---|
| Green | 90–100% | On track — minimal action needed |
| Amber | 70–89% | Attention needed — some factors are behind |
| Red | Below 70% | At risk — significant gaps to address |
The dashboard shows the 20 most recent orders with their readiness scores. You can expand any order to see a breakdown of each factor with progress bars and detailed counts (e.g., "350 / 500 collected" for payments, "12 / 15 complete" for participants).
Trip Readiness
The trip readiness widget monitors how prepared your upcoming trips are across three critical factors. It appears on the dashboard for any trip that has at least one order.
Readiness Score
Each trip receives a composite readiness score from 0 to 100%, calculated from three weighted factors:
| Factor | Weight | What It Measures |
|---|---|---|
| Payment Collection | 40% | Percentage of total order value collected across all pending and confirmed orders |
| Participant Details | 35% | Percentage of participants with all required fields completed |
| Booking Confirmation | 25% | Percentage of bookings confirmed by suppliers |
The score updates automatically whenever orders, payments, or bookings change. Cancelled bookings and cancelled orders are excluded from the calculation, so they do not drag down the readiness score.
Status Indicators
Each trip displays a color-coded status based on its readiness score:
| Status | Score Range | Meaning |
|---|---|---|
| Green | 90–100% | On track — minimal action needed |
| Amber | 70–89% | Attention needed — some factors are behind |
| Red | Below 70% | At risk — significant gaps to address before departure |
Using the Widget
- Filter by timeframe — Choose from Next 7, 14, 30 (default), or 60 days, or view all upcoming trips. Your selection is remembered between visits.
- Expand a trip — Click any trip row to reveal the three readiness factors with progress bars and detailed counts (e.g., "350 / 500 collected" for payments, "12 / 15 complete" for participants).
- Navigate to details — Click through from any factor to the trip's orders page to take corrective action.
Trips with no orders are excluded from the widget since there is nothing to measure.
Recent Activity
Latest Orders
The 6 most recent orders, showing:
- Order code
- Creation date
- Status badge (Draft, Pending, Confirmed, Cancelled)
- Order amount
Click any order to open its detail page.
Latest Payments
Recent payment transactions, showing:
- Success/failure indicator
- Order code
- Payment date
- Amount
Upcoming Trips
Next departing trips, showing:
- Trip name
- Category color indicator
- Departure date
Latest Deliveries
Recent email deliveries from your actions, showing:
- Delivery status (Submitted, Delivered, Bounced, Error)
- Recipient email address
- Timestamp
How It Connects
- Orders — Latest orders and payments link to order detail pages.
- Trips — Upcoming trips link to trip detail pages.
- Actions — Latest deliveries show automated email status.
- Billing — Usage limits reflect your subscription plan.
- Labels — Turnover cards show a color-coded bar breaking down revenue by label.
- Segments — View turnover broken down by segment (requires the Segments feature).
- Order Readiness — The readiness widget tracks payment collection and participant completion per order.
- Trip Readiness — The readiness widget tracks payment, participant, and booking status for upcoming trips.