Tripbooks design system / lab 10 / the board and the worklist

Lab 10 / archetypes five and six, nine routes

The two surfaces about now.

A board answers "how did the business do over a period". A worklist answers "what happens if I do nothing". They are neighbours and they are constantly confused, so the rule between them is worth stating: every figure on the board is a cohort over a chosen range, and the only thing on the page that ignores the range is the attention rail, which is about today.

The funnel primitive you made a platform component in Lab 03 does its biggest job here. And the exposure incident from Lab 07, which had nowhere to live, finally has two homes.

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Dashboard

Northline Travel LLC · stated in USD, converted at today's rate Tripbooks AI summaryAugust 2026, to date
Needs you
Today, 20 Aug
7 things, ignoring the period
$12,400
exposed on one booking after a reversed payment. Issued sell now exceeds money received.
Open the incident
4
trips depart within 7 days with items still unissued
Departures
$214,900
overdue across 9 customers
Customer balances
3
service tickets past their SLA and needing immediate attention
Service desk
7
quotations and hotel holds expire within 3 days
Quotations
5
traveller passports expired or expiring on upcoming trips
Travelers
48.8%
conversion this month, down from 53.1% last month
Sales analytics

Sales

enquiries raised in August, followed through
Enquiries
84 6
the cohort
Not converted31%26
Standard52%44
MICE17%14
Quotations
58 3
69.0% quoted
Converted71%41
Decision to come19%11
Not won10%6
Bookings
41 2
70.7% won
Paid44%18
Partially paid37%15
Not paid19%8
Booked overall
48.8% 4.3
enquiry to booking
Still in play13%11
Lost overall31%26
Served14%12
Money · billed
$1,284,500
11.2%
65.6%
paid
34.4%
unpaid
Paid against unpaid
$842,300 received · $442,200 owed
9 customers carry the whole overdue balance
$214,900 of it is past its terms
41 bookings created this month
Fulfilment · items
312
8
76.9%
issued
23.1%
waiting
Issued against waiting
240 issued · 72 waiting
26 bookings fully issued
9 pending · 4 on hold · 2 blocked
blocked means the gate, not the supplier
Service · tickets
22
no basis
68.2%
resolved
31.8%
pending
Resolved against pending
15 resolved · 7 open · 3 breached
$3,410 written off, money lost
$1,980 goodwill, money chosen to spend
kept apart on purpose
What the funnel primitive bought

Four columns, each with the same shrinking bar you approved for a register row, at board size. The bar under Quotations is 69 per cent of the bar under Enquiries, not 100 per cent of its own column, so the narrowing is real rather than decorative. This is the same component, at the same scale rule, doing the biggest job on the platform and the smallest job in a table cell.

02 / a correction I am proposing

The movement chip should not be green and red.

The existing rule is that a delta is coloured green for up and red for down, by direction rather than by judgement. That was a sound instinct, and under the palette we have now built it breaks: green means settled with value and red means settled without value everywhere else on the platform. A green chip on "cancellations up 18%" would be reading the exact opposite of the truth.

Built
11.2% 4.3 no basis
Direction is a glyph, magnitude is a figure, and hue stays out of it. The dashed chip is a period with nothing to compare against, which is not a zero.
The problem it avoids
18% cancellations
18% bookings
Same direction, opposite meaning. Colouring by direction forces the platform to lie about one of them, and colouring by judgement means deciding for every metric whether up is good, forever.

03 / the worklist, finished

Grouped by what it costs to ignore.

Not sorted by date, and not filterable into a register. A worklist has one order and it is consequence. The exposure incident sits at the top because there is nothing on the platform that costs more.

Fulfilment queue

Northline Travel LLC · 11 open Mine onlyAll types
TaskRecordCustomerAt stakeOwnerDue
Already broken5
Exposed after a reversed payment BKG-1MC8V4TASterling Capital Group $12,400.00Financenow
Ticketing deadline · 4 flight itemsBKG-7QP2K4M9Marchetti Group$38,900.00Sarah Mitchell3h left
Payment overdue · INV-2026-118BKG-1MC8V4TASterling Capital Group$386,720.00Finance22d overdue
Service SLA breachedSRV-3K8WQ2L1Aurora Travel Partners-Huda Aziz6h overdue
Unissued items · departs in 2 daysBKG-M4X8T2VCMr. Jonathan Pierce$56,870.00James Carter2d left
About to break4
Free-cancel deadline · Park Hyatt KyotoBKG-9WD3R7KPNorthgate Equity$61,300.00Sarah Mitchell19h left
Documents missing · 2 passports, 1 lead guestBKG-2LF6H8QAGlobe OTA Holdings$22,100.00Olivia Bennett4d left
No supplier confirmation · transferBKG-4TB1N5ZESilverline Logistics$4,800.00Marcus Webb31h left
Credit release pending · finance signatureBKG-8YV2C6MRCrestview Partners$18,900.00Finance2d left
Worth knowing2
Arrives before check-in · 06:20 against 15:00BKG-5HK9J3WTMs. Leila Saab-Nour Haddad11d left
Weather watch · storm window, ReykjavikBKG-6NR4Q1XDVertex Trading FZE-Karim Fares9d left

and when it is empty

Nothing needs attention today Eleven things were cleared. The next deadline is a free-cancel window on 24 Aug.
An empty worklist is the only good empty state on the platform

Everywhere else empty means something is missing. Here it means the work is done, so it should read like a result rather than an absence, and it carries the next thing on the horizon so a person knows the quiet is real rather than a broken query.

04 / the worklist variant that decides rather than links

Approvals.

Every other worklist row sends you somewhere. This one is answered in place, because the decision is one of two words and opening a record to say them is friction with no purpose. It is the only worklist that carries actions on the row.

Approvals

4 items sold under their margin floor
ItemQuotationAgentNetSellMarginFloorDecision
Park Hyatt Kyoto · 12 roomsQUT-5RD9K3WPSarah Mitchell 52,140.0053,200.002.0%8.0% Clear Send back
Coach hire · 2 daysQUT-8NM3Q7VDMarcus Webb 6,240.006,180.00−1.0%8.0% Clear Send back
Gala dinner · KikunoiQUT-5RD9K3WPSarah Mitchell 7,100.007,540.005.8%8.0% Clear Send back
Private guide · GionQUT-2FK9L4RBNour Haddad 1,280.001,370.006.6%8.0% Clear Send back
The one number that gets coloured outside a badge

Margin below its floor is red, and margin negative is red with a minus sign. This is the second and last exception to the rule that hue belongs to disposition, after the exposure tick. Both exceptions are the same thing underneath: money the agency is losing right now.

What I need from you

Three, and then two archetypes remain.

  1. Movement chips lose their colour. This overturns an earlier decision of yours for a reason that did not exist when you made it. Direction becomes a glyph, hue stays reserved for disposition, and "cancellations up 18%" stops reading as good news.
  2. The exposure incident inverts wherever it appears. On the attention rail and at the top of the queue it is solid ink with a red edge, and it outranks a $386,720 overdue balance because an overdue balance is money late and an exposure is money gone.
  3. Approvals carry actions on the row. The only worklist that does. Everything else links out. Confirm that is the line, because the moment a second worklist gets buttons the grammar starts drifting.