Dashboard
Overview of your organization's travel activity and account status.
Your Dashboard provides a real-time overview of your organization's travel activity and account status.
Key Metrics
The dashboard displays important metrics at a glance:
- Account Balance - Your current Helix Credits balance (funds available for bookings)
- Current Month Travelers - Number of employees who have booked or traveled this month
- Pending Approvals - Trips awaiting your review and approval
- Payment Reference - Unique code to include when making payments
Your account balance updates in real-time as bookings are made and credits are purchased.
Recent Activity
The dashboard shows recent travel activity:
- Recent Trips - Summary of trips created in the last 30 days, broken down by status
- Monthly Spend - Total estimated budget across all trips in the last 30 days
- Quick Actions - Fast access to common tasks
Onboarding Progress
The Dashboard tracks your setup progress and guides you through completing essential configuration steps. You'll see a checklist with:
- Setup a Policy - Define your travel rules and requirements
- Setup Cost Codes - Create codes for expense tracking and allocation
- Purchase Helix Credits - Add funds to your account for bookings
- Invite Colleagues - Add team members to your organization
- Use Helix - Access the main Helix app to start booking travel
Complete the onboarding checklist to ensure your organization is properly configured for travel management.
Quick Actions
From the dashboard, you can quickly access:
- View Trips - See all travel requests
- Review Approvals - Handle pending approval requests
- Manage Users - Invite team members or adjust roles
- Create Policy - Set up travel rules
- Add Credits - Purchase Helix Credits for bookings
What's Next?
Once you're familiar with the dashboard, explore these key areas: