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Overview

The Dashboard is your command center, providing a real-time overview of your business activities, including proposals, itineraries requiring attention, and daily tasks.

Quick Access

Instantly view and manage your most important daily activities

Real-time Updates

Stay current with automatic updates on proposals, tasks, and itineraries

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Key Features

Monitor your proposals at a glance:
  • Recent proposals with current status
  • Status tracking (Pending, In Progress, Sent, Booked)
  • Quick access to proposal details
  • Direct actions for proposal management
Track itineraries requiring attention:
  • Unconfirmed itineraries list
  • Client information
  • Travel dates
  • Status indicators
  • Action items for confirmation
Manage your daily workflow:
  • Today’s to-do list
  • Task priorities
  • Due dates
  • Status tracking
  • Category organization

Status Indicators

Clear visual indicators for:
  • Proposal status
  • Task completion
  • Itinerary confirmation needs

Quick Actions

Immediate access to:
  • Status updates
  • Task management
  • Assignment controls

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Best Practices

Check your Dashboard at the start of each day to prioritize tasks and identify urgent items requiring attention.
1

Morning Review

Begin your day by reviewing new tasks and urgent itineraries
2

Status Updates

Update task and proposal statuses as you complete them
3

End-of-Day Check

Review remaining tasks and prepare for the next day

Tasks

Detailed task management and tracking

Proposals

Complete proposal creation and management

Itineraries

Comprehensive itinerary management

Concierge

Daily operations and service management