Use cases

Customer portal software for sharing each customer's data

Give customers one place to check their results. CustomerDashboard turns the data your business already collects into a reporting portal, with a separate login and a separate view for each account. Build the dashboard once and reuse it as you add customers.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

One dashboard layout. Each customer's own numbers.

Turn customer data into self-service reporting

Let customers check performance, usage, revenue, or service activity without waiting for another report by email.

One layout, each account's own results

Present the same reporting experience to every customer while the signed-in account only sees its own rows.

Build on the records you already keep

Connect a database, spreadsheet, or other source you already use, and choose which fields customers should see.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect the data you already have

    Link the database, spreadsheet, or other source that holds customer results.

  2. 2

    Build the portal once

    Lay out the charts and tables, then apply your branding.

  3. 3

    Add each customer

    Every login opens on that account's rows and nothing else.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Account overview

    The handful of figures a customer asks about first, scoped to their account.

  • Trends over time

    Charts of the activity, usage, or revenue you already record.

  • A detail table

    The underlying rows, so customers can answer their own follow-up questions.

  • A last-updated time

    So customers know how fresh the numbers are.

A reporting portal, not a full customer accountPayments, plan changes, and support requests stay in the systems that already handle them. This page is about giving customers their own reports.

Questions

What is a customer reporting portal?

A place where customers sign in to view reports about their own account. CustomerDashboard is that reporting interface, filled from the data sources you connect.

Can customers pay invoices or change their account here?

No. Those actions stay in your billing and account systems. The portal shows the results you choose to share.

Related: agency client dashboard · affiliate reporting dashboard · customer dashboard for SaaS

Build your customer dashboard

Give customers one place to check their results.

14-day free trial. No credit card required.

All use cases