Use cases

A B2B2C customer portal for every business in your network

Give each downstream business a clear view of the activity that belongs to it. Whether you serve retailers, franchises, schools, or other local operators, CustomerDashboard turns network data you already have into a report each business can open with its own login.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

One reporting structure. Each location's own activity.

Make location-level results accessible

Show the sales, customer activity, or service outcomes tied to that business.

Reuse a consistent reporting structure

Every location gets the same metrics, without a separate presentation.

Support better network conversations

Review progress against that account's own results.

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 network activity data

    The rows need an identifier for the business or location.

  2. 2

    Build one location report

    The same metrics for every operator in the network.

  3. 3

    Give each business a login

    They see the activity mapped to their account.

What customers can see

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

  • Sales

    The location's revenue for the period, from your network data.

  • Transactions

    How many events that location recorded.

  • Product or service mix

    What that location's activity was made of.

  • A second location stays separate

    Another business signing in sees its own rows, not this one's.

Downstream activity, identified by accountYour data needs a customer or location identifier mapped to the business that signs in. This does not assume a parent account that can browse every child location unless you build that view and your plan supports it.

Questions

How do you know which records belong to each business?

Your reporting data needs a customer or account identifier that maps to the business signing in.

Can a franchisor see every location?

Only if you deliberately build that view and the signed-in account is allowed to see those rows. A location login sees its own records.

Related: distributor reporting ยท wholesale customer dashboards

Create your location reporting portal

Give each downstream business a clear view of the activity that belongs to it.

14-day free trial. No credit card required.

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