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

Tools

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

Your name sits at the bottom of the sidebar. Click it to open your account menu: My profile, Settings, Platform admin (for super admins), the theme switch, Customize menu, the Sidebar switch, Help and training, What's new, and Sign out. The same menu shows your CLIA number and, under Agency details, your agency and host agency contact information.

The sidebar starts as a thin strip of icons so your work gets the full width of the screen. Hover over it and the full menu slides open over the page, then tucks away when you move off. If you would rather see the full menu all the time, open your account menu and set Sidebar to Pinned. Set it back to Auto-hide to return to the icon strip. Your choice is remembered on that browser.

The menu items themselves are grouped into bands separated by thin lines: your workspace (Dashboard, Agency Hub, Inbox, Calendar, Tasks), sales (Leads, Proposals, Campaigns), travel (Clients, Trips, Itineraries, Group Trips), and money (Invoices, Commissions). Suppliers and Tools sit below, each collapsible.

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

The latest client emails in your workspace inbox. Click one to open the conversation.

Portal Messages

What clients wrote to you in the client portal and on proposals, with no email mixed in. Each row shows who wrote, the start of the message, Portal or Proposal, and how long ago; an unread one is marked Unread. Click a row to open that conversation in the Inbox, or View all for the Inbox's Portal & proposals folder. The card covers the last 30 days.

It is not on the dashboard until you add it: click Add a card and choose Add next to Portal Messages (in the Ops section).

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.

Arranging Your Dashboard

Your cards sit in rows that always fill the full width, so the dashboard never shows an empty gap. Click Edit layout (on the greeting banner, or under the last card) to rearrange it. Your layout is saved to your account and follows you to any computer.

On a computer, in Edit layout:

• Make a card wider or narrower — drag the bar between two cards. The two trade width, shown as a live label such as 5 | 7.

• Make a row taller or shorter — drag the bar under the row. Every card in that row changes height together (Row height 6).

• Move a card — drag its grip (top-left corner) and drop it:

  • on the middle of another card to swap the two,
  • on its left or right side to sit beside it,
  • on its top or bottom edge to stack on it (up to three cards share one spot),
  • on the gap between two rows to give it a row of its own.

  A highlight shows where it will land. Press Esc to cancel a drag.

• Keyboard — tab to a bar and use the arrow keys: left and right trade width, up and down change the row height.

On a phone, every card shows full width, one under another. In Edit layout the cards fold to a list: use the arrows to move a card up or down and ✕ to remove it.

To remove a card at any time, open its ⚙ menu and choose Remove card. To bring one back, or add a new one, click Add a card.

My View vs. Agency View

In team workspaces, the My View / Agency switch at the bottom of the left sidebar 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.