Dashboard

The dashboard is your home base. When you log in, you see everything at a glance.

Full dashboard view with stats cards, quick actions, and recent activity

Full dashboard view with stats cards, quick actions, and recent activity

Quick Stats

Four cards at the top showing:

  • Total Clients in the system
  • Pending Follow-ups that need your attention
  • Client Quotes you have created
  • Upcoming Trips in the next 30 days
Quick stats cards showing client count, follow-ups, quotes, and upcoming trips

Quick stats cards showing client count, follow-ups, quotes, and upcoming trips

Quick Actions

Four buttons for the most common tasks:

  • Parse WhatsApp — Paste a WhatsApp conversation and let AI extract client details and trip requirements
  • New Quote — Create a new itinerary/quote from scratch
  • Rates Hub — View and update your pricing
  • B2B Packages — Browse ready-made tour packages
Tip: The Parse WhatsApp button is the fastest way to turn a client inquiry into a professional quote.

Recent Activity

A list of your latest itineraries and actions, so you can quickly pick up where you left off.

System Status

Small indicators showing whether the AI Parser, B2B Packages, and Email Service are online and working.

Quick Actions, Recent Activity, Today's Summary, and System Status indicators

Quick Actions, Recent Activity, Today's Summary, and System Status indicators