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!
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 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. |
|
| Card Number | Open Client | Shows the count of client open tickets. |
|
| Waiting on Customer - Client | Shows the count of tickets waiting on a client's response. |
| |
| Average to Respond | Shows the average time to respond in minutes for tickets that have been updated in the last 14 days and whose status is not closed. |
| |
| Average to Resolution | Shows the 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 | Shows the count of tickets opened in the last 14 days by type. |
|
| Column Chart | Tickets Open by Tech - Client | Shows 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
- 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
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 Client Portal 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!