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 discussion 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 (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.

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, modify them, or create new Dashboards using the Dashboard Manager and Dashboard Editor.