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MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
The Client Portal Dashboard template provides users real-time view regarding the client's ticket status, response and resolutions.
The various widgets shown as default has a drill-down feature for users to know more about its details.
Also, in order to show the results per client, the template has a slicer feature which filter the results per client.
Sample Screenshot for Client Portal Dashboard Template
a. ConnectWise
b. Autotask
List of Widgets and Features
| Widget | Name | Description | PSA Availability |
|---|---|---|---|
| Slicer | Company filter | This slicer detects the currently logged-in MSP's clients by their email address and will only display the data belonging to the company set in the client portal management. MSP's admin users can view all the companies listed. |
|
| Card Number | Open Client | Show the count of client open tickets. |
|
| Waiting on Customer - Client | Show the count of tickets waiting on client response. |
| |
| Average to Respond | Show average time to respond in minutes for tickets updated in the last 14 days and status is not closed. |
| |
| Average to Resolution | Show average time to resolution in minutes for tickets updated in the last 14 days and status is not closed per Client. |
| |
| Pie Chart | Opened Last 14 Days By Type | Show the count of tickets opened in the last 14 days by type. |
|
| Column Chart | Tickets Open by Tech - Client | Show open tickets (non-resolved tickets) by Technician per Client. |
|
| Tickets Opened by Contact Last 14 days - Client | Show the count of tickets opened by contacts in the last 14 days. |
| |
| Tickets Opened vs Closed Last 14 Days - Client | Show the count of tickets opened by day and the count of tickets completed end of day for the last 14 days. |
|
How to Access the Client Portal Dashboard Template
1. Log in to MSPBots site and hover to Dashboard menu. Then, click.
2. At the Dashboard page, click "Template Dashboard" tab.
3. Hover to Search field and type in "Client Portal". Show results for Autotask and ConnectWise client portal setup.
4. Select and click the desired Client Dashboard Template - Client Portal to access.
5. Click to open and view the new dashboard. (see screenshot above)
How to show results per Company
1. At the Client Portal Dashboard view, hover to the Company drop-down 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
To CLONE the new Client Portal Dashboard go to Link: How to Clone a Dashboard - MSPBots.ai Wiki - MSPbots Wiki
To SHARE the new Dashboard to your specific Client: Go to: Client Portal Management - MSPBots.ai Wiki - MSPbots Wiki
Overview
Content Tools
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!