---
schema_version: "1"
id: 987234fdd17133c5ad9effbaa5008a4bd8116e94f9c07862e353a1e74acd9195
title: Self-Service Embedded Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_comms_bus_selfservice_dashboard.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_comms_bus_selfservice_dashboard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b754d366bd52975e7a98afacf5911970f7b3f40c89851a93d20917ea0facbc0e
description: The Self-Service dashboard offers a comprehensive view of account-specific details, such as contracts, quotes, orders, bills, and asset distribution. Integrate the dashboard into the community portal to provide Procurement Managers with a comprehensive view of the entire enterprise. Small and Medium Businesses (SMB) executives can access self-service analytics from the SMB Console for a 360° view of the complete account.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Self-Service Embedded Dashboard

The Self-Service dashboard offers a comprehensive view of account-specific details, such as contracts, quotes, orders, bills, and asset distribution. Integrate the dashboard into the community portal to provide Procurement Managers with a comprehensive view of the entire enterprise. Small and Medium Businesses (SMB) executives can access self-service analytics from the SMB Console for a 360° view of the complete account.

When the dashboard is embedded, it appears as a new tab on the community portal or the SMB Console. For general instructions on embedding dashboards, see [Embed Dashboards Everywhere](https://help.salesforce.com/s/articleView?id=analytics.bi_embed.htm&type=5&language=en_US) in Salesforce Help.

![Self Service Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/comms_selfservice_dashboard.png)

- Track and analyze your contracts to gain insights into their details, such as the number of months since their initiation and actual contract terms. Also, identify contracts that require approval and use the data to take actionable steps, such as identifying the contracts that are up for renewal (1).
- Assess the distribution of cases based on their status and create cases easily (2).
- View the highlighted overdue and upcoming bills, to take prompt action (3).
- View the quotes that are pending approval (4).
- Gain visibility into the distribution of orders based on status (5).

The dashboard also provides users with a comprehensive view of asset allocation and distribution. It offers valuable geographic insights through a visual representation of the asset distribution by location, accounts, state, and country.