Portals let you share dashboards externally, giving your customers or team real-time insights into key metrics. Follow these steps to create and customize your Portal.
1. Create a new dashboard
Go to the Dashboards section in the left sidebar.
Click "Add Dashboard" to create a new one
2. Apply a filter (for sharing with one company)
If you want to share a dashboard with a specific company, filter the data accordingly. June uses two filters:
a) group_id (Company Level Filter)
Use this if you rely on June to automatically group users into companies based on their email domain.
b) group_id (Workspace Level Filter)
Use this if you’re passing your own workspace identifier using the group identify call and group context.
You’ll see a pre-populated list of companies or workspaces based on unique IDs. Pick one.
Note: Mixing group_ids and other filters is not supported—select only one company or workspace.
3. Add metrics and notes to your dashboard
Once filtered, the dashboard behaves like a regular one. You can:
✅ Add key metrics (refer to this guide for best practices).
✅ Add notes: Click "Add" → "Add Note" in the top-right corner
Notes support multiple formats:
What to write in a note
You can use notes in many ways depending on who the dashboard is for. For shared dashboards, especially those used with customers, people often include:
A success plan section
The customer’s success plan with checkboxes and due dates
A link to the latest QBR deck
A CSM section
A photo of the CSM in charge
A link to book a call
If you like this one, here's how to replicate it:
Block #1:
[███░░░░░░░] 30%
✅ Kickoff - Success plan defined [Done]
A summary of what the numbers are showing.
4. Resize Dashboard Cards
You can resize any card in the dashboard:
Click and drag the resize icon (↔) in the bottom-right corner of a card.
5. Share a dashboard
To share the dashboard Click "Share" in the top right corner:
Then "Enable public sharing":
Enable "Password required" (optional) to add password protection to your shared dashboard.