Understanding your dashboard

Your TripWorks dashboard is the home screen that consolidates your key business information, so you can see the health of your business at a glance when you log in.

Written By Melanie Gannone (Super Administrator)

Updated at July 8th, 2026

The dashboard is your home screen in TripWorks — it consolidates your most relevant business information in one place, so the moment you log in you can see how things are going. It's built to answer "what's happening today and how are we doing?" without running a single report.

What it's for

Use the dashboard as your daily starting point: a quick read on recent sales and activity, and a jumping-off point to the areas you work in most — the Calendar, the Manifest, and your bookings.

Going deeper

When you want to analyze rather than glance:

  • The Business Analysis dashboard turns your data into AI-written insights, benchmarks, and recommended ways to grow.
  • The full reports give you the detailed numbers behind the summary.

Frequently asked questions

What's the difference between the dashboard and reports?

The dashboard is a quick, at-a-glance home screen. Reports give you the detailed, filterable numbers — see the Reports overview.

Where are the AI insights about my business?

In the Business Analysis dashboard, which adds AI-written analysis and benchmarks on top of your numbers.

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