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. The bar only appears when more than one segment has turnover in the period. Click the card or the pie-chart button in its header to open a breakdown dialog that lists each segment's turnover amount, percentage share, and color for that period. See Segments for details.
Needs Attention
The Needs Attention panel highlights trips and orders that still have outstanding issues before their deadline. This is your daily action list — items that need follow-up before a departure or payment due date.
Filtering by Timeframe
A segmented control at the top right of the panel lets you narrow items by how soon their deadline falls:
- 7 days (default)
- 14 days
- 30 days
The label reads "Due within" followed by the selected window. Your selection is saved in your browser and remembered between visits.
Summary Bar
When there are items to show, a summary bar appears at the top with:
- Left side — Total item count, trip count, and order count
- Right side — Total outstanding payment amount across all visible items, and how many additional items fall outside the selected window (e.g., "3 further out")
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.
Reading the Table
Each item is a row in a table with the following columns:
| Column | What It Shows |
|---|---|
| Due | A countdown badge and the deadline date. The badge shows how soon the deadline falls: "in 5d", "Tomorrow", "Today", or "3d overdue". Badge color shifts from gray to amber to red as the deadline approaches |
| Order / Trip | A type label (Order or Trip), the record name, and the client name for orders |
| Ready | A color-coded dot (green, amber, or red) and the overall readiness score as a percentage |
| Pay | Payment collection progress as a percentage. Shows a dash when payment is complete or not applicable |
| Guests | Participant information completeness as a fraction (e.g., "3/5" means three of five participants have all required fields filled). Shows a dash when complete or not applicable |
| Booked | Booking confirmation progress as a fraction (e.g., "2/3" means two of three bookings are confirmed by suppliers). Shows a dash when complete or not applicable |
| Q&A | Traveler question completion as a fraction (e.g., "4/6" means four of six questions are answered). Shows a dash when there are no questions or all are answered |
| Outstanding | The outstanding payment amount for the item |
Click any row to go directly to the order or trip detail page.
Paging
The panel shows up to ten items per page. A footer displays the current range (e.g., "1--10 of 24"), the page number, and previous/next buttons.
When Nothing Needs Attention
If no items fall within the selected window but some exist further out, the panel shows a message like "Nothing is due in the next 7 days. 3 items are further out." If there are no items at all, it shows "You're all caught up -- nothing needs attention."
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
An All upcoming trips link in the panel header takes you to the trips list, pre-filtered to hide departed trips and sorted by departure date.
Each row shows:
- A color indicator matching the trip's category color
- A readiness doughnut showing the trip's completion score — the ring fills proportionally, and its color reflects the RAG status (green for nearly ready, amber for some issues, red for significant issues)
- 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 displays the current count alongside your plan's cap, formatted as a pair (e.g., "42 / 150"). If your plan has no cap for a metric, it shows "unlimited" instead of a number. Plans with higher tiers have higher limits, and the Elite plan has no limits on any metric.
Use these cards to monitor whether you are approaching a plan boundary. See Billing for plan-limit details and how to upgrade.
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.