Training Courses

Introduction to Creating Dashboards

This course provides an overview of the basic functionality and a general understanding of Dashboard design. This course is designed to spend more time at greater detail than other courses that contain Dashboard design content. Participants will gain practical experience through step by step instructions to modify existing out-of-the-box (OOTB) Dashboards, as well as creating custom Dashboards.

Course Schedule:

NA: This course runs from 8:00 AM – 4:30 PM Mountain Time (MT) on the day of the course.

EMEA: This course runs from 9:00 AM – 4:30 PM Greenwich Mean Time (GMT) on the day of the course.

APAC: This course runs from 8:00 AM - 3:30 PM Australian Eastern Standard Time (AEST) on the day of the course.


Price (per student): $495 US | £385 GBP | €425 EUR | $690 AUS

Registration for this course will close at 2:00 PM Mountain Time on the day before the course start dateContact us for more information.

Course Objectives:

  • Describe the appropriate use of a Dashboard over a report
  • Identify a measurable goal that can be reported on using the Business Intelligence suite in CSM
  • Create visual information for Dashboards
  • Organize and plan Widgets and resources
  • Use Metrics for trending
  • Use Metrics for key performance indicators (KPIs)
  • Understand how much information a dashboard should contain
  • Build a “check engine light”
  • Make use of the Heads-Up Display (HUD)

Intended Audience:

This course is intended for students who have minimal experience with the Cherwell Service Management® (CSM) Dashboards feature.

Course Agenda:

  • Getting started - Introductions
  • Dashboards vs. Reports
  • Searches
  • Grids
  • Dashboard Manager
  • Widget Manager
  • Metrics
  • Dashboard Editing Interface
  • Dashboard Design Project/Workshop
  • Dashboard Review
  • Creative Ways to Use Dashboards

Upcoming classes