Client reporting
Give every client a polished dashboard with their own numbers — no more preparing separate reports by hand. Ideal for agencies, consultants, and service businesses that want reporting to feel faster, clearer, and more professional.
Connect your data source and build one dashboard with your branding. Each client sees only their own data.
Everything you need to launch and manage client reporting in one place.
Three steps from your data to branded client dashboards.
Link your database, sheets or other data sources
Create the charts and tables once, then apply your branding.
Manage client accounts while each client automatically sees only their own data.
One flexible dashboard, four ways teams put it to work.
Give every client a polished dashboard with their own numbers — no more preparing separate reports by hand. Ideal for agencies, consultants, and service businesses that want reporting to feel faster, clearer, and more professional.
Give affiliates and resellers their own login to track the numbers that matter to them. One dashboard for everyone — each partner sees only their own data, without you building a separate partner portal.
Launching a new service or running a pilot? Get a customer-facing dashboard live in minutes and validate the idea before spending time and money on custom development.
Share live numbers with a client, partner, or stakeholder in minutes — skip building a bespoke reporting interface for something outside your core product.
Also useful for internal reporting. Use Customer Dashboard for internal dashboards, office KPI screens, team reporting, and other lightweight data views.
$29/mo
$89/mo
$149/mo
$299/mo
Need more scale or custom terms? Contact sales for enterprise plans.
Consistently showing your value is key to customer retention.
A branded dashboard helps you do this by keeping your customers engaged with real-time insights.