Dashboard will be the first screen welcoming you when you login to the system. It aims at providing an overview of the key figures in daily work in one place.
Here you can:
Review payments flow in the last 7 days / 28 days
Check options that need verification, “New” and options that will expire soon
Review payments: pending, due soon and overdue
Check Upcoming trips grouped by 7 days / 14 days / 28 days: the completion status of guest forms and available spaces.
Payments received
The chart shows the dates (7 days or 28 days) as per filter and the amount received by day. Each column shows the total received this day, you can check the specific amount in the tooltip by hovering over the column.
Tip: If you have different currencies - you’ll see amounts in each currency separately.
Options
Review options segmented by the status:
Need Verification (if applicable): 3 newest options will be displayed sorted by the creation date (the most recent first). You can click on the tab and open Options and Bookings menu in a new tab to check all options in this status.
New & Verified: 3 newest options will be displayed sorted by the creation date (the most recent first). You can click on the tab and open Options and Bookings menu in a new tab to check all options in this status.
Expiring: 3 options will be displayed from the soonest to expire first (expiring in the next 3 days or less). You can click on the tab and open Options and Bookings menu in a new tab to check all options in this status.
Option tooltip
You can find the option's short summary as a preview in a tooltip by hovering over a specific option.
You can also zoom into the option details by clicking on the option number from the tab or from the tooltip respectfully.
Payments
Review payments segmented by the status:
Pending: 3 pending payments will be displayed sorted from the nearest due date first. You can click on the tab and open the Payments menu in a new tab to check all payments in this status.
Due soon: 3 payments with a due date 7 or less days will be displayed sorted from the nearest due date first. You can click on the tab and open the Payments menu in a new tab to check all payments in this status.
Overdue: 3 overdue payments will be displayed sorted from the oldest to the most recent due dates. You can click on the tab and open the Payments menu in a new tab to check all payments in this status.
Payment tooltip
You can find the payment amount and the option's short summary as a preview in a tooltip by hovering over a specific payment.
You can also jump to a particular payment by clicking on the reference number from the tab or from the tooltip respectfully.
Upcoming trips
You’ll see the list of all upcoming trips starting within a selected number of days (7 days, 14 days or 28 days) - soonest first.
The summary of the guest forms application is available (status of ‘Cleared for boarding’ over the total number of guests on the trip).
Click on the Guest Forms summary and you will jump into the Guest Forms menu in a new tab with the Guest Form applications expanded for a particular trip.
You will also have the information about how many spaces are still available for the particular sailing.