The Dashboard is your home screen in TripLoft. It provides a high-level view of your business, upcoming work, client activity, payments, and trips, helping you stay organized and quickly access the tools you use most often.

When you log in, the Dashboard is the first page you'll see.

The Dashboard is organized into several sections:

Each section helps you monitor activity and take action without navigating through multiple pages.

At the top of the Dashboard, you'll see a personalized greeting along with the current date. This section also contains Search and the Dashboard customization options.

Quick Actions provide shortcuts to commonly used tasks, so you can start a workflow with a single click. Available actions include:

The Dashboard includes several widgets that give you visibility into different areas of your business.

Displays key business metrics, including Active Trips, New Clients, Total Bookings, and Form Responses. These update automatically as activity occurs within TripLoft.

Shows upcoming and outstanding tasks - assigned, due, and recently created. Select a task to view additional details.

Displays recently submitted forms, so you can review incoming traveler information without navigating to Forms.

Shows upcoming or overdue payments that require attention, helping you track outstanding balances and payment deadlines.

Displays upcoming events, reminders, trips, tasks, and automation events. Selecting a date shows the scheduled items associated with that day.

The Trips section provides a quick overview of all trips in your account. Trips can be filtered by status - All, Draft, Active, Booked, Paid, Traveled, or Canceled - and the table displays each trip's Name, Agent, Trip Dates, Status, and Last Updated. Select any trip to open it, or use the search field above the list to find a specific trip.
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You can choose which widgets appear on your Dashboard. Select Customize in the top-right corner to open Dashboard Settings, then use the toggle beside each module to show or hide it. Available modules include At a Glance, Tasks, Form Responses, Payments Due, Calendar, and Trips.

Changes are saved automatically. You can also select Reset to restore the default dashboard layout.

The Search tool helps you quickly find records and perform actions from anywhere in TripLoft. Select the search field in the top-right corner of the Dashboard to open the search window.

Search across multiple areas of TripLoft, including Contacts, Trips, Suppliers, Forms, Tasks, Automations, and Workflows. Results appear as you type - select a result to open the corresponding record.

The Search window also provides shortcuts for common actions, so you can start a workflow without navigating through the sidebar:

For faster navigation, use the up and down arrow keys to move between results, Enter to open the selected item, and Esc to close the search window.

The Dashboard provides a centralized view of your business activity in TripLoft. From monitoring trips and payments to reviewing tasks, form responses, and upcoming events, it gives you quick access to the information and actions you need most throughout the day.