Dashboard & Analytics¶

The Dashboard is your main command center. It provides real-time insights into your business operations and financial health.

Key Metrics¶

Active Briefs: Briefs that are currently in draft or review status.
Briefs Completed (This Month): Total number of briefs delivered in the current calendar month.
Pending Actions: Submissions that haven't had a brief generated yet.
Waiting for Client: Submissions that need to be linked to a client.

Financial KPIs¶

Projected Commissions: Estimated total commissions from active trips (not including completed or cancelled).
Pending Payments: Total amount due from upcoming payment milestones.
Past Due: Number of payment milestones that have passed their due date and remain unpaid.

Quick Actions¶

The Quick Actions table highlights items that require your immediate attention, such as new questionnaire submissions or trips in the planning phase. Use the "Action" button to navigate directly to the relevant view.

Analytics Charts¶

Trip Status: A breakdown of your trips by their current status (e.g., Planning, Confirmed, Completed).
Trips Over Time: A 12-month view of your trip volume.
Top Destinations: Your most popular travel destinations based on total trip count.
Upcoming Payments: A list of the next 5 payments due within your agency.

The sidebar includes a Travel Briefs Remaining progress bar that shows your current usage against your plan limit. For trial users, this shows total trial usage; for subscribed users, it resets monthly.

Agency Center (Agency subscriptions only)¶

Users on an Agency Plan will see an "Agency Center" link in the sidebar. This provides access to team management features including seat usage, agent onboarding, and subscription status. See the Agency Center documentation for details.