What the Dashboard shows
The Dashboard is the first page you see after signing in. It gives you a real-time overview of your current work.
Focus Trip panel
If you have an active trip (currently underway) or an upcoming trip (planned and not yet started), it appears as the Focus Trip panel at the top of the Dashboard.
The panel shows:
- Trip Readiness — a percentage score based on how complete your preparation is (meetings added, documents uploaded, contacts linked, checklist items done, and so on)
- Meetings — total meeting count for the trip
- Open Actions — action items not yet resolved
- Readiness Gaps — specific preparation items still outstanding
The Continue Planning button takes you directly to the trip's dashboard.
If no active or upcoming trip exists, the panel shows a prompt to plan your next trip.
Attention alerts
Below the Focus Trip panel, the Dashboard surfaces:
- Overdue Actions — action items with a due date in the past that are not yet done
- Open Actions — all open action items across all trips
Both link to the Follow-Ups page where you can review and resolve them.
Metrics strip
Four summary metrics appear across the page:
- Trips Completed — total completed trips
- Meeting Follow-Ups — meetings with a follow-up date set that are pending
- Knowledge Entries — entries captured in your knowledge base
- Reports Generated — trip reports produced
Recent Trips
The bottom of the Dashboard lists your five most recently updated trips with their status, meeting count, and action item count. Click any trip to open its dashboard.
Tips
- The Dashboard updates in real time — refresh the page to see the latest readiness score after making changes to a trip.
- Readiness score is calculated from the trip's checklist, meetings, documents, contacts, and tasks. Adding more of these items increases the score.
- The greeting at the top of the page is timezone-aware and uses your account timezone setting.