Dashboard

Dashboards bring ticket queues, operational metrics, and shared service checklists into one view. The modules you can use depend on your permissions.

Customize a dashboard

1. Open Dashboard and select Customize on a dashboard you own.
2. In the edit panel, choose which modules to show and arrange their order.
3. Configure modules that need a company, project, service, or other selection.
4. Save the layout, or cancel to keep the previous setup.

Use the dashboard picker to open another dashboard. Create a dashboard when you need a separate view for a different purpose; its name, icon, and color help you recognize it.

Choose useful modules

Available modules include:

Report and QBR modules provide additional views. Use the modules listed in your edit panel as the current catalog. Filtering is configured by each module; there is no single filter that applies to every module.

Service Tracker

The Service Tracker shows companies as rows and quarters as columns. Use it to track QBRs, onsite reviews, or another recurring service. The current quarter and missed past quarters are highlighted. The Needs filter narrows the list to companies still waiting this quarter.

1. Select Customize and enable Service Tracker under Services.
2. Set the Service, Year, and Companies to track. You can use active-contract companies, selected contract types, or all active companies.
3. Save. Use the year arrows to look back or ahead.

For QBR, Core fills completed quarters from completed QBR records. For Onsite, it uses completed visits when you have schedule access. These cells link to their source record; use manual checks for work done outside Core. Without schedule access, an onsite tracker shows manual checks and explains the access limitation.

Checks and dismissals are shared across the workspace for the same service name. Use the eye-off control to dismiss a company that no longer wants the service; restore it from Dismissed if needed. The company's Service delivery card shows the same quarterly history.

You can also ask Core AI to create a tracker, list outstanding companies, mark a quarter complete, or dismiss a company.

Project Hours

Create a project-hours display on a project's Details tab, then select that display when configuring the dashboard's Project Hours module. It shows monthly tracked hours and the target, if set. If the display cannot load, use its recovery controls rather than treating an empty display as zero hours.

Share a dashboard

1. Open the dashboard menu and choose Share with people.
2. Select the team members who should have access.
3. Save the sharing change.

Recipients can view or duplicate the dashboard. Only its owner can customize, share, or delete it. Sharing does not grant access to records that a recipient's role cannot read. Notifications follow each recipient's preferences.

See also

• Managing Tickets
• Reports
• SLA Management