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The Client Portal Dashboard template provides gives users a real-time view of a client's ticket status, response, and resolutions. The widgets in the dashboard have a resolution. The drill-down and slicers feature that gives users more information on each widget . The slicer feature allows users to filter results and allows the results to be filtered per client.
This article gives an overview of the following topics for about the Client Portal Dashboard; :
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What does the Client Portal Dashboard look like?
Below are sample screen captures of the sample Client Portal Dashboard templates for ConnectWise and Autotask.
Client Portal
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Dashboards for ConnectWise
ConnecWise
Client Portal
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Dashboards for Autotask
Descriptions of Widgets and Features
| Widget Type | Widget Name | Description | PSA Availability |
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| Slicer | Company filter | This slicer uses email addresses to detect the client MSPs who are currently logged in. It displays only the data of the company set in the client portal management. MSP admin users can view all the companies on the list. |
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| Card Number | Open Client | Shows This card number shows the count of client open tickets. |
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| Waiting on Customer - Client | Shows This card number shows the count of tickets waiting on a client's response. |
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| Average to Respond | Shows This card number shows the average time taken to respond in minutes for tickets that have been to tickets updated in the last 14 days and whose status is not closed. is measured in minutes. The ticket status should be Open. |
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| Average to Resolution | Shows This card number shows the average time to resolution in minutes for tickets updated in the last 14 days. This is measured per client, and status is not closed per Clientticket status should be Open. |
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| Pie Chart | Opened Last 14 Days By Type | Shows This chart shows the type and count of tickets opened in the last 14 days by type. |
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| Column Chart | Tickets Open by Tech - Client | Shows This chart shows open tickets (non-resolved tickets) by Technician the technician per Clientclient. |
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| Tickets Opened by Contact Last 14 days - Client | Show This chart shows the count of tickets opened by contacts in the last 14 days. |
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| Tickets Opened vs Closed Last 14 Days - Client | Show This chart shows the count of tickets opened by per day and the count of tickets completed at the end of the day for the last 14 days. |
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- Log in to the MSPBots app and navigate to Dashboards.
2. On the Dashboards tab, click Template Dashboards.
3. Search for "Client Portal" to show the templates for Autotask and ConnectWise Client Portal.
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4. Click the dashboard that you want to view.
How to show results per Company
New Template: ConnectWise Manage Client Dashboard - Client Portal
New Template: ConnecWise Manage Audit Report - Client Portal
How to Show Results per Company
On 1. At the Client Portal Dashboard view, hover to click on the Company drop-down dropdown text field.
2. Click the drop-down arrow to select or filter the results per company.
3. The widgets will then update based on the selected company's data.
Next Steps
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| To CLONE the new Client Portal Dashboard, go to Link: How to Clone a Dashboard - MSPBots.ai Wiki - MSPbots Wiki |
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What else can I do in the Client Portal Dashboard?
How to use the Client Portal for your clients
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Overview
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