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The Client Portal Dashboard provides users a real-time view of a client's ticket status, response, and resolutions. The widgets in the dashboard have a drill-down feature that gives users more information on each widget. The slicer feature allows users to filter results per client.
This article gives an overview of the following topics for the Client Portal Dashboard;
What does the Client Portal Dashboard look like?
Below are sample screen captures of the Client Portal Dashboard templates for ConnectWise and Autotask.
Client Portal Dashboard for ConnecWise
Client Portal Dashboard for Autotask
Descriptions of Widgets and Features
Widget Type | Widget Name | Description | PSA Availability |
---|---|---|---|
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 | This card number shows the count of client open tickets. |
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Waiting on Customer - Client | This card number shows the count of tickets waiting on a client's response. |
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Average to Respond | This card number shows the average time to respond to tickets updated in the last 14 days and is measured in minutes. The ticket status should be Open. |
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Average to Resolution | This card number shows the average time to resolution for tickets updated in the last 14 days. This is measured per client, and ticket status should be Open. |
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Pie Chart | Opened Last 14 Days By Type | This chart shows the type and count of tickets opened in the last 14 days. |
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Column Chart | Tickets Open by Tech - Client | This chart shows open tickets (non-resolved tickets) by the technician per client. |
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Tickets Opened by Contact Last 14 days - Client | 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 | This chart shows the count of tickets opened per day and the count of tickets completed at the end of the day for the last 14 days. |
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How to Access the Client Portal Dashboard Template
- 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.
4. Click the dashboard that you want to view.
How to Show Results per Company
- On the Client Portal Dashboard view, click on the Company dropdown text field.