Navigating the Dashboard

The dashboard is your home base in JourneyFuse. It surfaces what needs your attention today and gives you a snapshot of your business at a glance.

Sidebar Navigation

The sidebar is organized into two sections:

Main

Item	What it does
Dashboard	Home page with widgets, stats, and action items
Leads	Pipeline for tracking potential clients before they book
Clients	Your client list with contact info, households, and trip history
Trips	All trips with bookings, itineraries, and proposals
Proposals	Standalone view of all proposals across trips
Invoices	All invoices with payment status tracking
Commissions	Track expected and received commissions from suppliers
Calendar	Calendar view of trips, tasks, and important dates
Inbox	Email inbox connected to your workspace
Campaigns	Email campaigns and marketing tools
Groups	Shareable group trip links
Reports	Revenue, booking, and business analytics
Price Watches	Monitor pricing changes for trips

Tools

Item	What it does
Forms	Custom intake forms for leads and clients
Templates	Reusable booking and itinerary templates
Automations	Automated workflows and triggers
Suppliers	Your supplier directory with contacts and commission rates
Support	Create and track support tickets

Agency-plan workspaces also see an Agency item for managing team-wide settings.

Settings and Platform Admin (for super admins) appear at the bottom of the sidebar.

Dashboard Widgets

The dashboard adapts based on your data. Here's what you'll see:

Morning Briefing

A personalized greeting with high-level stats:

• Active trips — trips currently in progress or upcoming
• Pipeline value — total value of leads in your pipeline
• Expected commissions — commissions you're waiting on from suppliers
• Deposits and final payments due — upcoming payment deadlines that need attention

Today Section

Tasks and payment deadlines due today or soon, with action items flagged for your attention.

Tasks

Your open tasks, soonest due date first. Task titles are often short and repeat across trips ("Final Payment", "Shore Excursions"), so each row also shows the record it belongs to underneath: the trip, client, or lead name.

• Click a row to open that trip, client, or lead. A task that isn't attached to a record, or whose record has since been deleted, sends you to the Tasks page instead.
• Click the circle to tick the task off. It saves right away and syncs to the trip's Command Center milestone, the same as completing it from the Tasks page. Click it again to reopen the task.
• The badge counts every open task in the current view (your own in My View, the whole agency in Agency View), and View all appears when there are more than the five shown here.

Tasks flagged urgent and due today or overdue are lifted into the Needs attention today strip at the top of the dashboard instead, so they don't appear twice.

Customer Activity

The last 7 days of things your clients did, newest first, so you can act on them the same day:

• Payments — a deposit or balance payment landing on a trip
• Proposal approvals and declines — the moment a client accepts or turns down a proposal
• Card authorizations — a client submitting card details, with brand and last 4
• Form submissions — intake forms, preference forms, anything a client fills in
• Insurance responses — a client accepting or declining coverage

Each row links straight to the trip so you can follow up without hunting. This is the opposite of the Team Activity widget, which shows what your teammates have been doing.

Checking items off

The widget separates work from news. Rows that need something from you — an approved proposal, a card waiting to be run, a form to triage, a client who accepted insurance — carry a circle on the right. Click it once the item is handled and the row drops off the list. Click the green check to put it back if you cleared it too early.

Two toggles in the widget header control what you're looking at:

• To do — only the items still waiting on you. This is where the widget opens whenever anything is outstanding.
• All — the full 7 days, handled items included.

The count in the header ("6 to do") is how many items are still open.

A few things resolve themselves. A card authorization that has already been charged shows a Charged tag instead of a circle, because the system knows it is done. Payments and declined insurance are treated as notifications rather than tasks, so they never ask to be checked off: the payment is already on the trip, and a decline files the waiver by itself. A declined proposal does stay on the list, since it usually needs a re-quote or a decision to close the trip out.

Check-offs are yours alone. Clearing an item from your dashboard does not clear it from a teammate's, so an owner tidying the agency-wide view never wipes an agent's list.

Client email replies deliberately aren't listed here — the Inbox Unread and Unreplied Inquiries widgets already cover those.

Lead Pipeline

A snapshot of your active leads grouped by stage — see how many leads are in each column of your pipeline without leaving the dashboard.

Travel Timeline

Upcoming trips displayed on a visual timeline so you can see what's coming up in the next 30 days.

Revenue Forecast

Monthly revenue chart showing received and expected commissions over time.

Communication Widget

Recent email activity connected to your workspace inbox.

Invoice Widget

Outstanding invoices and recent payment activity.

Recent Itineraries

Quick links to itineraries you've recently worked on.

Celebrations

Upcoming client birthdays and anniversaries so you never miss a personal touch.

My View vs. Agency View

In team workspaces, a toggle in the header lets you switch between:

• My View — shows only your clients, trips, leads, and data. The dashboard filters everything to your assignments.
• Agency View — shows data across all agents. Available to owners and admins. The dashboard displays an agency banner with the total number of advisors and any items needing attention.

When in Agency View, a filter bar lets you drill down by specific agent. The sidebar's Trips link also adjusts automatically — My View adds a myView filter so you see only your trips by default.

Agents always see My View. Only owners and admins on an agency plan can switch to Agency View.

Empty State

If you're brand new and have no data yet, the dashboard shows a welcome state with quick-start buttons to Add a Lead, Import a Booking, or Add a Trip.