About Portal Dashboards

A Portal dashboard is a custom, interactive, and insightful console that is optimized to provide helpful at-a-glance self-service information and navigation for customers accessing a Portal site.

Like all CSM dashboards, a Portal dashboard uses configurable widgets to display critical metrics, analyze and predict trends, drill down into data, initiate commands and Actions, facilitate navigation, or show a sampling of information relevant to customers.

Examples of Portal dashboards include:

  • A not logged-in Portal dashboard, intended for anonymous customers, that presents general information and data, such as a welcome information, a community announcement board, and service desk hours.
  • A logged-in Portal dashboard, intended for logged-in customers, that displays a list of open records (by customer and organization), facilitates navigation, and helps customers with self-service operations (example: Logging Incidents, locating Knowledge Articles and FAQs).
  • A department dashboard, intended for customers in a specific department (example: HR, Facilities, Finance), that presents department-specific records and metrics, an announcement board, or a Twitter Feed.

CSM provides several Portal dashboards, which are used with the OOTB Portal site(s). Use these dashboards as provided, modify them, or create new dashboards using the Dashboard Manager and Dashboard Editor.