Getting Started with DeskDirector
DeskDirector Portals
Browser Support
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Admin Essentials
DeskDirector Features Overview
Logging in to DeskDirector
User Profiles & Profile Pictures
Managing Tickets with DeskDirector
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
Portal Customization
Forms
Service Catalogue
Communication
Email Connectors
Notifications
Email Notifications
Actionable Messages for Emails
Real-Time Chats
Email Template Engine
Surveys
Broadcasts
Generative AI
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
DeskDirector with Generative AI
AI Assistants in DeskDirector
Ticket Summary for TECH Portal
Advanced
Login & Authentication
Dashboard
Accounts
Contacts
Contact Groups
Approvals
Tags
Custom Domains
Task Lists
File Storage
The Learning Center
Portal Deep Linking
Auditing & Analytics
Microsoft Power Automate
Actions
Solutions
Featured Solution: Teams Ticket Discussion
Power Automate Template Gallery
Featured Solution: Ticket Briefing
Power Automate Administration
DeskDirector Power Platform Connector Reference
Power Automate Connector - Setting up your first flow
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (TECH Mode)
Setting up Tags for Teams Discussions (TECH Portal)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
Contact Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for TECH Users
Integrations
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Table of Contents
- All Categories
- Features
- Dashboard
Dashboard
Updated
by Niamh Ferns
Dashboard Overview
The Dashboard can be found in your Admin Portal under the Dashboard tab. The dashboard provides you with access to a few key areas:
Profile
Under the profile tab, you can see a brief overview of your time entries, the accounts you've worked on, and some at-a-glance stats for the person currently logged in:

Overview
The Overview page will provide you with a set of Graphs that can be used to get an at-a-glance update on the current state of your service quality. You will see:
- Unassigned/New/Approved Tickets
- Fast track & Escalate Tickets
- Tickets Under Client Responded Status
- Tickets In Progress
- Tickets by Priority
- Service Radar (By tickets idle and by age.)
- By Tag
- By Category

You can filter your overview by Account or Queue as well:

Timesheets & Time Entries
Under the Timesheets tab, you'll see a view of your existing time entries, what day they were made, and the related note added for these entries:

You can open an individual entry as well to view the ticket in a new tab or in a side-by-side view:


Under the Time Entries tab, you see a list of your time entries and can filter by date, account, or change the ordering:
