> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Create customizable analytics dashboards to monitor tickets, trends, and key metrics

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.

## 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

## 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

## Summary Cards

At the top of each dashboard, summary cards display key ticket metrics:

| Metric                    | Description                                    |
| ------------------------- | ---------------------------------------------- |
| **Current Open Tickets**  | Real-time count of tickets awaiting resolution |
| **Entered Prev Month**    | Tickets created in the last 30 days            |
| **Closed Prev Month**     | Tickets closed in the last 30 days             |
| **Entered Prev 3 Months** | Tickets created in the last 90 days            |
| **Closed Prev 3 Months**  | Tickets closed in the last 90 days             |

<Tip>
  Click any summary card to drill down into the underlying ticket list.
</Tip>

## Creating a Dashboard

<Steps>
  <Step title="Open Dashboards">
    Navigate to **Dashboards** from the main sidebar.
  </Step>

  <Step title="Click New Dashboard">
    Click the **New Dashboard** button in the sidebar.
  </Step>

  <Step title="Configure Dashboard">
    Enter a name and optional description. Choose an icon to identify your dashboard.
  </Step>

  <Step title="Create">
    Click **Create** to initialize your new dashboard.
  </Step>
</Steps>

After creation, you'll be taken to edit mode to add widgets.

## Dashboard Icons

Choose from these icons to identify your dashboards:

* Dashboard (grid)
* Ticket
* Bar Chart
* Pie Chart
* Trending
* Users

## Widgets

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

### Available Chart Types

<CardGroup cols={3}>
  <Card title="Bar Chart" icon="chart-bar">
    Compare values across categories
  </Card>

  <Card title="Line Chart" icon="chart-line">
    Show trends over time
  </Card>

  <Card title="Area Chart" icon="chart-area">
    Visualize volume trends
  </Card>

  <Card title="Pie Chart" icon="chart-pie">
    Show proportional breakdown
  </Card>

  <Card title="Donut Chart" icon="circle-notch">
    Proportions with center metric
  </Card>

  <Card title="Treemap" icon="grid-2">
    Hierarchical data visualization
  </Card>
</CardGroup>

### 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.

## Date Filtering

Control the time range for your dashboard data.

### Global Date Filter

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

### 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

### Widget-Level Dates

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

## 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

## Editing Dashboards

<Steps>
  <Step title="Enter Edit Mode">
    Click the **Edit** button on your dashboard.
  </Step>

  <Step title="Add Widgets">
    Select widgets from the available palette.
  </Step>

  <Step title="Arrange Layout">
    Drag widgets to reposition them. Resize as needed.
  </Step>

  <Step title="Configure Widgets">
    Click a widget to change its chart type, data source, or date preset.
  </Step>

  <Step title="Save Changes">
    Click **Save** when finished.
  </Step>
</Steps>

## Sharing Dashboards

Dashboards can be personal or shared:

| Type                | Visibility                                |
| ------------------- | ----------------------------------------- |
| **Personal**        | Only visible to you                       |
| **Shared**          | Visible to team members                   |
| **Role-restricted** | Shared but limited to specific user roles |

<Note>
  Only the dashboard owner can modify a shared dashboard.
</Note>

## 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](#internal-vs-external-dashboards) below)

## 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.

| Option                                      | Who sees the dashboard                                                                                              |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| **Internal and External (clients can see)** | Both MSP team members and company users. This is the default for new dashboards.                                    |
| **Internal only (MSP team)**                | Only MSP tenant users. The dashboard is hidden entirely from company users, including from their dashboard sidebar. |

To change a dashboard's visibility:

<Steps>
  <Step title="Open Dashboard Settings">
    Navigate to **Settings > Dashboards**.
  </Step>

  <Step title="Edit the Dashboard">
    Click the dashboard in the list to open its edit dialog.
  </Step>

  <Step title="Select Visibility">
    Choose **Internal and External** or **Internal only** from the **Visibility** dropdown.
  </Step>

  <Step title="Save">
    Save the change. Company users will immediately stop seeing any dashboard switched to **Internal only**.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Company Filtering

Filter dashboard data by company:

* View data for a specific company
* Or see aggregated data across all assigned companies

## Permissions

| Permission          | Capability                          |
| ------------------- | ----------------------------------- |
| `read_dashboards`   | View shared dashboards              |
| `write_dashboards`  | Create and edit personal dashboards |
| `manage_dashboards` | Full access including settings      |

## Related Resources

<CardGroup cols={2}>
  <Card title="Reporting" icon="file-chart-line" href="/user-guides/reporting/index">
    Generate detailed reports from your data
  </Card>

  <Card title="Planner" icon="list-check" href="/user-guides/planner/index">
    Track the work the dashboard metrics measure
  </Card>
</CardGroup>