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Partners ask “how am I doing?” far less when they can see for themselves. Surfacing a dashboard in their portal, scoped to their own data, gives them ongoing visibility and frees your team from pulling numbers on request.

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What you’ll build

A portal experience showing each partner their own dashboard.

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Before you start

1

Prepare a dashboard or report

Have the dashboard or report you want to surface ready.

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Watch it

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Steps

1

Open the experience

Go to the Experience builder and open the portal experience.
Open the portal experience partners receive.
2

Add an embed

Add a Dashboard embed or Report embed section. Both render scoped to the viewing partner.
Report and Dashboard embeds both render scoped to the viewing partner.
3

Pick the view

Select the dashboard or report to show.
Choose the report or dashboard; each partner sees only their own data.
4

Publish

Publish the experience.

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Verify it worked

Open the portal as a partner and confirm the dashboard shows only their data.

Add a collaboration dashboard section

Show built-in deal metrics.

Embed a dashboard in the portal

Embed an org dashboard.

Implementation reference

Full configuration options.