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July 14, 2020

TripActions Academy: Mastering the Manager’s Dashboard & Tools

The TripActions Admin Dashboard had the spotlight last week, but now it’s time to review an equally important center of command: the TripActions Manager Dashboard.

Managers are in a prime position to help drive company goals forward and inspire business travelers to employ best practices while on the road. Being in the driver’s seat of the TripActions Manager Dashboard means you have the insights, data, and control to lead your team to success before, during and after a business trip.

The TripActions Manager Dashboard empowers managers with an eagle’s eye view into current travel spend, status and location of travelers, team habits and behavior, and, of course, approvals for trips and travel spend. Course Six of the TripActions Academy provides the context and knowledge needed to make the most of the tool.

What is the TripActions Academy? It is a free series of courses that corporate travel program administrators can take to strengthen their foundation of corporate travel and expense management skills, learn best practices, and bring new focus to their organization’s corporate T&E program. Our goal is to provide access to anyone and everyone that wants a high-level overview of corporate travel and expense fundamentals and user- and technology-first programs, policies, and tech.

Each week two new courses are released: One focuses on the corporate travel and expense industry and best practices at large; the second looks at how TripActions specifically can be used to supercharge your efforts.

Course 6

Although the TripActions Admin Dashboard gets most of the attention, Course 6 is where the new TripActions Manager Dashboard gets the attention it deserves.

The new TripActions Manager Dashboard was released in March 2020, enhancing our existing functionality to help customers manage through the COVID-19 crisis. It was clear that our managers needed a one-stop shop for everything travel-related that was affecting their team.

We worked tirelessly to provide managers with the insight and visibility they needed to gain control over budget, planning, and traveler safety -- at a moment when everything felt out of control. This course covers all the reports, data, and insights available to managers through the dashboard.

The following sections are included in Course 6:

  • 6.1 An Introduction to the TripActions Manager Dashboard & Tools
  • 6.2 Best Practices in the TripActions Manager Dashboard

Managers play a critical role in the success of a corporate travel and expense program. They understand and influence their teams and serve as a touchpoint and contact for team members during a business trip. By taking the time to really understand the TripActions Manager Dashboard and how to use the analytics features, managers are putting themselves, their teams, and their travel programs in a position for long-term success.

Join us today in the TripActions Academy to learn about the foundation of modern corporate travel and expense management, and get deep insight into policy, inventory, and success.

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