Can you build a dashboard in the CSM Portal for a customer?

[KimB9]

Curious if it's possible to have a dashboard in the CSM Customer portal for a Customer?

[Kieran Anson]

If you're just wanting to show a series of reports (similar to a dashboard on the fulfiller view) then yes, you can use the 'Report' widget and create a new portal page with a series of reports on it

[Community Alums]

Hi @KimB9 ,

Unfortunately NO i believe as you already have an Dashboard for CSM portal, which you can tweak a little by

navigate to Performance Analytics > Dashboards. Click the All tab and select Customer Service Management from the Group menu. Click the Customer Service Manager or Customer Service Manager - Advanced tile.

The Customer Service Management - Advanced Performance Analytics Solution adds the Customer Service Manager - Advanced dashboard. The Advanced dashboard contains the additional tab Work Assignment Analytics.

End users and roles

End user roles and goals

End user and goal	Required role
Customer service manager: View case metrics like backlog, resolution rates, SLA, customer satisfaction, and per-agent KPIs to understand the current performance of customer service at your organization.	sn_customerservice_manager
Content administrator: Can edit the dashboard and manage users, groups, and roles for the dashboard.	pa_admin
Content creator: Can view the dashboard.	pa_viewer

Dashboard breakdowns

The Customer Service Manager dashboard uses the Case Assignment Group breakdown. Select one or more groups to view data for only those groups. By default, data from all groups is shown on the dashboard.

[KimB9]

@Community Alums I don't want a Dashboard about the CSM Portal.  I want a Dashboard ON the CSM Portal for customers to look at like agents can on the backend.  But the dashboard would be info the customer wants.

[Jamie Battin]

Agree @KimB9 !