Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, dates, and links.

Plan the dashboard

• Decide which information should help a portal user take the next action after signing in.
• Use cards for concise summaries, status information, instructions, or links. Put detailed workflows on dedicated portal pages.
• Confirm that any CRM property used in a card is appropriate for the intended audience.

Create and arrange dashboard cards

• Open the intended HubSpot CMS page, select the WoodsPortal module, and expand Dashboard.
• Enable the cards that should appear on the portal dashboard.
• Choose Grid or List based on the amount of content and the expected screen size.
• Arrange the cards in the order portal users should read them.
• Select Apply changes after each meaningful change.

Add customer-relevant content

• Use rich text for headings, short instructions, and explanatory copy.
• Insert supported contact or primary-company property tokens when a value should be personalized for the signed-in user.
• Insert the current date only where the date provides useful context.
• Present supported property values as text, a button, or a link according to the action the user should take.
• When a link action is configured, choose whether it should open in a new tab or an embedded frame only after testing the destination.

Test the customer experience

• Open the customer portal with a representative test user.
• Confirm that every personalized value comes from the intended contact or company record.
• Confirm that cards do not expose properties the user is not permitted to see.
• Test buttons and links, including destinations opened in a new tab or embedded frame.
• Check the card order and readability at desktop and mobile-width screen sizes.

Troubleshooting

• If a token is blank, confirm that the source property has a value on the test contact or primary company.
• If a link will not open in an embedded frame, use a normal link or new-tab action because some websites block embedding.
• If a card is missing, confirm that it is enabled, saved, and assigned to the selected portal.

Figure: Configure dashboard content, personalization tokens, and Grid or List view in the HubSpot CMS module editor, then verify the customer dashboard.