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Public dashboards (Portals)
Public dashboards (Portals)

Creating and Sharing Public Dashboards

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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

  1. Go to the Dashboards section in the left sidebar.

  2. 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

  • 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.

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