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The Dashboards module is a flexible analytics platform that lets you create personalized views to track tickets, monitor trends, and visualize key performance metrics across your organization.

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Overview

Dashboards provide a centralized hub for data visualization with:
  • Customizable widget layouts
  • Interactive drill-down capabilities
  • Multiple dashboard support for different use cases
  • Shareable views for team collaboration

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Dashboard Navigation

Access your dashboards from the main sidebar. The dashboard sidebar shows:
  • Dashboard icons - Quick access to all your dashboards
  • Default dashboard - Marked with a highlight, opens automatically
  • External links - Optional links to external resources

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Summary Cards

At the top of each dashboard, summary cards display key ticket metrics:
Click any summary card to drill down into the underlying ticket list.

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Creating a Dashboard

1

Open Dashboards

Navigate to Dashboards from the main sidebar.
2

Click New Dashboard

Click the New Dashboard button in the sidebar.
3

Configure Dashboard

Enter a name and optional description. Choose an icon to identify your dashboard.
4

Create

Click Create to initialize your new dashboard.
After creation, you’ll be taken to edit mode to add widgets.

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Dashboard Icons

Choose from these icons to identify your dashboards:
  • Dashboard (grid)
  • Ticket
  • Bar Chart
  • Pie Chart
  • Trending
  • Users

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Widgets

Widgets are the building blocks of your dashboard, displaying data visualizations.

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Available Chart Types

Bar Chart

Compare values across categories

Line Chart

Show trends over time

Area Chart

Visualize volume trends

Pie Chart

Show proportional breakdown

Donut Chart

Proportions with center metric

Treemap

Hierarchical data visualization

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Widget Sizing

Adjust widget width to create your preferred layout:
  • Half width (1/2) - Two widgets per row
  • Third width (1/3) - Three widgets per row
  • Quarter width (1/4) - Four widgets per row
Widget height can also be adjusted to show more or less detail.

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Date Filtering

Control the time range for your dashboard data.

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Global Date Filter

Apply a single date range to all widgets at once using the date picker in the dashboard header.

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Preset Date Ranges

  • This Week / Previous Week
  • Previous 2 Weeks
  • Last 30 Days
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months
  • All-time
  • Custom date range

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Widget-Level Dates

Each widget can use its own default date preset, or inherit from the global filter.

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Drill-Down

Click on summary cards or chart elements to see the underlying data:
  1. Click a metric card (e.g., “Current Open Tickets”)
  2. A modal opens showing the ticket list
  3. View ticket details: ID, title, status, priority, company, contact
  4. Use pagination to browse through results

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Editing Dashboards

1

Enter Edit Mode

Click the Edit button on your dashboard.
2

Add Widgets

Select widgets from the available palette.
3

Arrange Layout

Drag widgets to reposition them. Resize as needed.
4

Configure Widgets

Click a widget to change its chart type, data source, or date preset.
5

Save Changes

Click Save when finished.

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Sharing Dashboards

Dashboards can be personal or shared:
Only the dashboard owner can modify a shared dashboard.

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Dashboard Settings

Configure your dashboard properties:
  • Name - Dashboard title (up to 100 characters)
  • Description - Optional context about the dashboard’s purpose
  • Icon - Visual identifier in the sidebar
  • Display Order - Position in the sidebar navigation
  • Default - Set as the dashboard shown when entering the module
  • Active - Enable or disable visibility
  • Visibility - Control who can see this dashboard (see Internal vs External Dashboards below)

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Internal vs External Dashboards

Each dashboard has a Visibility setting that controls whether your client (company) users can see it. Use this to build dashboards that surface MSP-only metrics such as margin, internal SLA performance, or bench utilization without exposing them externally. To change a dashboard’s visibility:
1

Open Dashboard Settings

Navigate to Settings > Dashboards.
2

Edit the Dashboard

Click the dashboard in the list to open its edit dialog.
3

Select Visibility

Choose Internal and External or Internal only from the Visibility dropdown.
4

Save

Save the change. Company users will immediately stop seeing any dashboard switched to Internal only.
Visibility applies to both system dashboards and custom dashboards. All existing dashboards default to Internal and External to preserve the behavior clients are used to.

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Company Filtering

Filter dashboard data by company:
  • View data for a specific company
  • Or see aggregated data across all assigned companies

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Permissions

Reporting

Generate detailed reports from your data

Planner

Track the work the dashboard metrics measure