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.
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.
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.
- Segments — View turnover broken down by segment (requires the Segments feature).
- Trip Readiness — The readiness widget tracks payment, participant, and booking status for upcoming trips.