How to implement a dashboard in a portal

bonsai
Mega Sage

I'd like to implement a dashboard in my CSM portal.

But I'm not sure how to go about it.

Are there any useful widgets?

 

bonsai_0-1755501947471.png

 

24 REPLIES 24

You can publish or add dashboards in the Service Portal by:

  1. Creating a widget that embeds the dashboard.

  2. Adding that widget to your Service Portal page via the portal designer.

  3. Making sure the roles and permissions are properly configured so the intended audience can view it.

If needed, you can also leverage out-of-box Performance Analytics widgets, which allow dashboards or reports to be embedded directly.

For more on my AI automation and workflow experiments, you can check here: https://zaytrics.com

It seems that the [Performance Analytics] widget cannot embed dashboards.
Do you know how to implement this?

Ct111
Giga Sage

Is your objective to showcase details like this on dashboard ,

 

Then the below thread would be good reference point.

 

THREAD

If it's just a single report, there are widgets available, so that's fine.
The goal is to implement a dashboard in a portal for each report and filter.

RaghavSh
Kilo Patron

@bonsai You can use iframe functionality to achieve your requirement.

 

<iframe src=“dashboard_url”></iframe>

you will have to write above code in the widget HTML part and add that widget to your portal page.


Raghav
MVP 2023