Customer Service Dashboard

Article • 5/21/2026 • 1 min read

The Customer Service Dashboard provides each user with the selection of panels to manage cases, track customer questions, problems, returns and other issues by using the customer service functions in CRM.

The Customer Service Dashboard splits into panels with each window displaying up to four panels. Following is the list of default Badges and Panels available in Customer Service Dashboard.

Cases Opened Today (Badge)
Cases Closed Today (Badge)
My Open Cases (Badge)
Open Case Queue (Badge)
Today’s Schedule (Dashboard List)
Open Cases Assigned To Me (Dashboard List)
Open Case Queue (Dashboard List)
My Cases By Queue (Dashboard Chart)