Dashboard Overview
When you log in to FORGE, you’ll see the main dashboard with three panels.
The left sidebar contains all main sections:
| Section | Purpose |
|---|
| Builder | Upload screenshots, extract trip details with AI |
| Options | Your library of saved trip options |
| Compare | Create and manage client comparisons |
| Itinerary | Build day-by-day trip itineraries |
| CRM | Manage client contacts and notes |
| Payments | Request and track planning fees |
| Settings | Your profile, branding, and preferences |
Middle Panel — Lists
The middle panel shows items for the selected section:
- Trip options in your library
- Active comparisons
- Client list
- Payment history
Click any item to open it in the detail panel.
Right Panel — Details
The right panel shows the full details of whatever you’ve selected:
- Edit trip option details
- Customize comparison settings
- View client history
- Manage itinerary days
Tips
Use the search bar at the top of the middle panel to quickly find options, comparisons, or clients.
The ? button next to each section title opens a quick help guide for that feature.
