The Trip Dashboard is the main overview page for a single trip. It is different from the global Dashboard (your account-level command centre). The Trip Dashboard is labelled Overview and shows the workspace type at the top.
Getting here
From the global Dashboard, click Continue Planning on the Focus Trip panel, or click any trip in the Recent Trips list. From the Trips page, click any trip row.
Mission Summary metrics
Four cards at the top show:
- Readiness — percentage score for this trip's preparation completeness
- Next Meeting — the next planned meeting title, date, and time (or total meeting count if none are upcoming)
- Open Actions — action items not yet resolved
- Readiness Gaps — number of preparation items still outstanding
Today's Route (road workspaces only)
If the trip uses a road travel workspace, a Today's Route panel shows:
- Day number out of total trip days
- Number of drives planned today, total distance, and total drive time
- The next planned departure (origin → destination and departure time)
- Schedule conflict status
Quick links from this panel: Day View, Full Route, Log Mileage, End of Day.
Trip Readiness
A detailed readiness breakdown shows each preparation category (Meetings, Documents, Contacts, Tasks, Checklist, and others depending on workspace type) with its completion status and weight.
Click any category card to go directly to that module.
If gaps exist, they are listed in an amber panel below the breakdown.
Workspace Priority Modules
Four cards highlight the most important modules for your workspace type. Each shows the current count for that module. Click a card to open the module.
Platform Intelligence
Four links provide access to:
- Planning Brief — pre-trip intelligence summary
- Operational Intel — mission status and health
- Retrospective — outcomes and learning after the trip
- Intelligence — patterns and organizational memory
Playbook
If a playbook is applied to the trip, a card shows:
- Playbook name and version
- Steps completed, required steps remaining, and overall progress percentage
- A progress bar
- An Execute button to go to the Execution page
If no playbook is applied, a prompt offers to apply one or browse available playbooks.
All Modules
A grid at the bottom shows all available trip modules with their current counts:
Travel, Accommodation, Meetings, Contacts, Tasks, Notes, Documents, Expenses, Actions, Checklist.
Click any module to open it.
Team Memory (organizations)
If your trip is associated with an organization and other team members have visited the same destination, a Team Memory section shows their previous trips, notes, and lessons learned.
Actions available from the Trip Dashboard
- Edit — change trip title, dates, destination, or workspace type
- Execute — go to the Execution page
- ⋯ menu — archive, clone, or delete the trip
Tips
- The readiness score updates immediately when you add meetings, documents, contacts, or complete checklist items.
- Use the Trip Dashboard as your starting point each day — it surfaces the most important information for the current state of the trip.
- The Trip Dashboard is not the same as the global Dashboard. The global Dashboard shows your account-level overview across all trips.