Dashboard
Key metrics, recent activity, and what needs attention in your workspace.
The dashboard is the first screen you see when you open Itsy. It gathers your workspace's performance data, recent activity, and outstanding tasks into a single view.
How It Works
The dashboard pulls data from across your workspace and refreshes each time you visit. At the top, it greets you by name and shows which workspace you are working in.
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 displays its percentage change as a green upward or red downward trend indicator. Hover the info icon to see when the turnover was last calculated.
When you have segments configured, each turnover card also displays a thin color-coded bar beneath the amount. Each section of the bar represents a segment, sized proportionally to its share of turnover for that period. Click the bar to go to the financial reports page. This gives you an at-a-glance view of which segments drive your revenue. The bar only appears when you have more than one segment with turnover in the period. See Segments for details.
Needs Attention
The Needs Attention panel shows a unified list of trips and orders that are not yet 100% ready. Each item displays:
- The record type (Trip or Order)
- The record name (order code for orders, trip name for trips)
- Client name (for orders)
- A color-coded readiness indicator (green, amber, or red)
- The deadline date and a countdown badge showing days remaining (or days overdue)
Filtering by Timeframe
A dropdown at the top of the panel lets you filter items by how soon their deadline falls:
- Next 7 days (default)
- Next 14 days
- Next 30 days
Your selection is saved in your browser and remembered between visits.
What Appears
Trips appear when their readiness score is below 100% and they depart within the selected window. Orders appear when their readiness score is below 100%, their status is Pending or Confirmed, and either their departure date or full payment deadline falls within the window. Items are sorted by deadline, with the most urgent at the top.
Each item lists its specific issues beneath the heading:
| Issue | Applies To | What It Means |
|---|---|---|
| Payment outstanding | Trips, Orders | The total payment collection is incomplete; the outstanding amount is shown |
| Deposit not met | Orders | The order requires a deposit that has not been fully paid; the shortfall is shown |
| Participants incomplete | Trips, Orders | One or more participants are missing required information |
| Bookings unconfirmed | Trips | One or more bookings on the trip have not been confirmed by suppliers |
| Questions unanswered | Trips, Orders | One or more traveler questions have not been answered |
Click any item to go directly to its detail page. When nothing needs attention, the panel shows a "You're all caught up" message.
Recent Activity
Latest Orders
The 5 most recent orders, showing:
- A color indicator matching the order's segment
- Order code
- Creation date and time
- Status badge (Draft, Pending, Confirmed, Cancelled)
- Order amount
Click any order to open its detail page.
Latest Payments
The 5 most recent payment transactions, showing:
- Success or failure indicator
- Order code
- Payment date and time
- Amount
Click any payment to go to the order's payments page.
Upcoming Trips
The 5 next departing trips, showing:
- A color indicator matching the trip's category
- Trip name
- Departure date
Click any trip to open its products page.
Latest Deliveries
Recent email deliveries from your actions, showing:
- A color indicator matching the action's color
- Delivery status (Submitted, Delivered, Bounced, or Error)
- Action name
- Recipient email address
- Timestamp
Click any delivery to go to the action's deliveries page.
Usage Limits
At the bottom of the dashboard, three cards show subscription plan usage:
- Created orders — Orders created versus your plan limit
- Customer portal views — Booking portal page views versus your limit
- Action deliveries — Automated email deliveries versus your limit
Each card shows the current count and whether the metric is limited or unlimited on your plan. See Billing for plan limit details.
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 — Turnover cards show a color-coded bar breaking down revenue by segment (requires the Segments feature).
- My Work — Your personal assignments are available from the sidebar under Dashboard.