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 brings together turnover figures, items that need your attention, recent activity, and subscription usage in a single view so you can start your day with a clear picture of your workspace.
How It Works
The dashboard loads fresh data each time you visit. At the top it greets you by name and shows which workspace you are working in. Below that, four areas provide different lenses on your business: financial performance, items that need action, recent activity, and plan usage.
Turnover
Four cards show your workspace's financial performance across different time windows:
| Card | 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 on any card 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. The bar only appears when more than one segment has turnover in the period. See Segments for details.
Needs Attention
The Needs Attention panel shows a combined list of trips and orders that are not yet fully 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 dot (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 right of the panel lets you narrow 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 | 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
Four panels show the latest activity across your workspace. Each list displays the five most recent items.
Latest Orders
Each row shows:
- 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
Each row shows:
- A success or failure indicator
- Order code
- Payment date and time
- Amount
Click any payment to go to the order's payments page.
Upcoming Trips
Each row shows:
- A color indicator matching the trip's category
- Trip name
- Departure date
Click any trip to open its products page.
Latest Deliveries
Each row shows recent email deliveries from your actions:
- 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 how much of your subscription plan you have used:
| Card | What It Tracks |
|---|---|
| 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.
- My Work -- Your personal assignments are available from the sidebar under Dashboard.