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 (Action Catalogs, Websites, Buttons and Links, Charts, Command Palettes, Gauges, Matrices, Search Controls, Search Results List, Twitter Feeds, RSS Feeds, and Shapes) to present critical metrics, analyze and predict trends, drill down into data, initiate commands and Actions, facilitate navigation, or just display a hodge-podge of information that might be 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 discussion board, and your 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 walk Customers through self-service operations (ex: Logging Incidents, locating Knowledge Articles and FAQs, etc.).
  • A department Dashboard, intended for Customers in a specific department (ex: HR, Facilities, Finance, etc.), that presents department-specific records and metrics, a discussion board, or a Twitter Feed.

    OOTB Portal Screens Stacked

The possibility for Portal Dashboards is endless. However, to get you started, CSM provides several Out-of-the-Box (OOTB) IT Portal Dashboards, which are used on the OOTB IT Portal Site. Use these OOTB Dashboards as-is, edit them, or create new Dashboards using the Dashboard Manager and Dashboard Editor.

Note: For more information about Dashboards and Widgets (including how to create them), refer to the Dashboards documentation and the Widgets documentation.

Good to know:

  • Actions, Dashboards, Visualizations, Calendars, Widgets, and Searches can be viewed, accessed, or run in the Portal; however, they are managed (created, edited, deleted, etc.) and configured (security rights and defaults) only in the CSM Desktop Client and CSM Administrator.
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