Use cases

Launch a customer dashboard for your next pilot

Give early customers a working view of the results your new service produces. Start with a dataset you already have, build a focused dashboard, and use what customers ask about to decide what a custom portal would need to include.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

A narrow report for the pilot, before a custom build.

Start with the questions the pilot needs to answer

Choose a few metrics that show whether the service is doing what you intended.

Give customers a report they can use

Share account-specific results during the pilot instead of relying on mockups.

Learn what to build next

Customer conversations show which reports are missing before you fund a custom portal.

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 pilot dataset

    The results your new service already produces, with a customer identifier.

  2. 2

    Build a short dashboard

    A few metrics and one table. Apply your branding.

  3. 3

    Invite the pilot customers

    Each login sees their own results.

What customers can see

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

  • Three outcome metrics

    The measures that say whether the pilot is working.

  • One activity table

    The rows behind those metrics, for that customer.

  • A stated period

    Which dates the pilot report covers.

  • Room to add one more chart

    When feedback names a specific gap.

A pilot report, not the finished productKeep the first dashboard narrow. Expand it when feedback identifies something customers actually use.

Questions

How much reporting should we build for a pilot?

Start with the measures needed to evaluate the service and answer the first customers' questions. Add to the dashboard when feedback names a useful gap.

Do we have to commit to a custom portal?

No. The point of the pilot dashboard is to learn what customers use before you invest in one.

Related: SaaS customer dashboards ยท customer portal software for reporting

Build your pilot dashboard

Give early customers a working view of the results your new service produces.

14-day free trial. No credit card required.

All use cases