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Dashboard

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:

MetricWhat It Shows
Last WeekTurnover for the previous 7 days, with percentage change from the week before
Last MonthTurnover for the previous 30 days, with percentage change from the month before
Last YearTurnover for the previous 12 months, with percentage change from the year before
TotalAll-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.

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.

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