One widget library
80+ widgets shared with reporting, from ticket volume and device health to Secure Score, backup status and CSAT.
Dashboards clients check instead of calling the helpdesk
Ticket, security and compliance dashboards clients open themselves
MSP team view
Build dashboards from the same widgets as your reports, covering tickets, devices, compliance, risk, Microsoft 365, backup and security. Share each one with the client roles that should see it, and keep internal dashboards for your team.
Used by MSPs including
What changes for your clients
The problem
Clients call for ticket updates because they can't see the queue
In MSPortal
Summary cards show open tickets and how many were entered and closed recently. Clients click a card or chart to open the tickets behind it.
The outcome: Clients answer their own status questions
The problem
One dashboard for everyone shows clients data they don't need
In MSPortal
Share dashboards by client role, keep some internal to your team, and give each company its own link to an external dashboard such as Power BI or BrightGauge
The outcome: An office manager and a finance lead each open the view meant for them
The problem
Clients only think about security risk after something goes wrong
In MSPortal
The Risk Dashboard shows current risks by category, likelihood and impact, and how exposure has changed over time
The outcome: Clients follow their risk trend between reviews, not only during an incident
“We love the MSPortal product. It gives us and our clients better visibility into our services, and the continuous improvements make it an easy platform to stand behind.”
What's included
MSP team view
Trends over time
Compliance progress, risk exposure, Secure Score and CSAT trend charts show clients which way things are moving.
Quick date ranges
Switch between this week, the last 30 days, the last 3, 6 or 12 months, or all time.
Your brand
Clients open dashboards on your domain, with your logo and colors.
External dashboards
Embed Power BI, BrightGauge or another HTTPS dashboard, with a separate URL per company so each client sees only its own.
Drill into the records
Click a ticket card or chart segment to list the tickets behind the number. Device widgets open device lists the same way.
At a glance
- Clients open their dashboards in the same portal as their tickets
- Share each dashboard with specific client roles, or keep it internal
- Every ticket count opens the list of tickets behind it
- Export a dashboard to PDF to bring to a meeting
What do clients see on their dashboard?
Clients see the dashboards you share with their role, filtered to their company. Each widget also follows module permissions, so a client without device access won't see device widgets. Clients with access to several locations can view one location or several together.
Can I control what clients see?
Yes. Set a dashboard to Both or Internal (MSP Team), then choose the client roles that can open it. Tenant-wide exclusions can also keep generic submitters, chosen ticket types and recurring tickets out of ticket charts.
How often does dashboard data refresh?
Widgets show the latest data MSPortal has synced from each integration, so a chart is as current as that integration's last sync. Each chart prints the date range it covers.
Is the dashboard branded with my company's identity?
Yes, once you set up branding. Dashboards appear inside your portal, which uses your logo, colors and custom domain.
Explore related features
See how it would work for your clients.
Book a 30-minute demo with our team, or try it yourself.