Many businesses across various industries frequently face the challenge of how to report effectively to their customers. When providing services to multiple clients—such as managing their advertising campaigns or selling their products online—it's essential (and often required) to deliver continuous reporting. These reports can range from basic sales figures and commission details to more comprehensive analytics.
Sometimes, reporting is done manually, creating Excel files for each client, while in other instances, it's automated using scripts or similar tools. Some companies even go as far as developing custom software for this purpose. However, manual reporting can be time-consuming, and custom software development can be expensive.
Most analytics tools, along with their licensing models, aren’t well-suited for this specific need. Businesses often use tools like Power BI or Tableau, which excel at building internal dashboards but fall short when it comes to creating customer-facing dashboards where each client only sees their own data.
For example, if you operate an ad network for publishers, you'd want to give each publisher the ability to log in and view their own reports—without accessing other publishers' confidential data. While some analytics tools offer ways to restrict access, the setup is typically cumbersome and prohibitively expensive on a per-user basis. Additionally, companies usually want their customer dashboards to reflect their own branding.
The analytics capabilities of these tools are outstanding, and it’s common to hear feedback in internal meetings like:
"This looks great! How can we share it with our customers?"
Unfortunately, companies often realize that it's not feasible with these tools, and they resort to building their own software instead. However, creating a fully customized analytics dashboard is usually a more complex and costly undertaking than anticipated, with ongoing maintenance costs often overlooked.
Imagine if you could create a customer dashboard by simply writing a few queries and dragging and dropping analytics widgets—just like building a dashboard in most analytics platforms. You could easily specify in each query how data should be filtered for individual customers, while all account management, including password resets, is handled seamlessly.
That's where CustomerDashboard.io comes in. Designed specifically for quickly creating customer dashboards, CustomerDashboard.io enables your clients to log in and view their own data and analytics. It allows you to fully customize the dashboard with your brand’s colors, logo, and even run it on your own domain. To your customers, it will appear as your own personalized dashboard—because that's exactly what it is: your customer dashboard.