The Personal Dashboard in the Account Portal allows teams to create tailored, real-time views of their contact center metrics. This includes visual performance tiles, queue monitoring, and tracking of unreturned calls. Dashboards are configurable by workspace and support up to five views per workspace.

Table Of Contents

🧭 Getting Started with Dashboards

In this section, you'll access, create, and manage your Personal Dashboard views, including naming, styling, and organizing them for your workspace.

🔹 Access or Create a Dashboard View

1. Visit contactportal.app
2. Navigate to the Personal Dashboard
3. Use the drop-down menu to:
   • Select an existing dashboard
   • Click Create New View to start fresh

📝 Limit: Up to five dashboards per workspace

⚙️ Edit or Delete Dashboard View

• Click the settings gear next to the view name to:
  • Rename the dashboard
  • Select a color theme (Default, Forest, Metro, High Contrast)
  • Delete the dashboard (irreversible)

🧱 Dashboard Tiles

This section covers everything related to tiles: creating, editing, and customizing the appearance and data.

➕ Adding a New Tile

1. Click Add Tile