Use cases

A customer portal for small business reporting

Give your customers a place to check their results without a custom software project. CustomerDashboard helps small businesses turn a spreadsheet or database they already keep into a report for each customer. Start with the information customers ask for most.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

One useful view, built from the spreadsheet you already maintain.

Start with the data you already maintain

Share service activity, project progress, or account performance from a source you already update.

Stop rebuilding the same report

Reuse one layout across customers instead of recreating it for every account.

Begin with a few clear numbers

A short set of metrics and one table can answer the questions you get most often.

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 a spreadsheet or database

    Use the file or table you already update, organized by customer.

  2. 2

    Build one simple view

    A few metrics and a history table, with your branding.

  3. 3

    Invite customers as you go

    Each login sees only that customer's rows.

What customers can see

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

  • Completed work

    Jobs, projects, or services finished for that customer.

  • Activity this period

    What happened this month, from your records.

  • History

    A customer-specific list they can scroll back through.

  • The question they email you about

    Put that figure at the top.

A first dashboard, not a custom appStart from the spreadsheet or database you already keep. You can add to it after customers are using the first view.

Questions

Can I start with spreadsheet data?

Yes. A spreadsheet or database is enough to start. Organize the rows by customer so each account sees the right records.

Do I need a developer?

No. Connect the source, build the dashboard, and add customers. A custom reporting app is a later decision, not the starting point.

Related: customer dashboards for new services ยท MSP client reporting

Create your first customer dashboard

Give your customers a place to check their results without a custom software project.

14-day free trial. No credit card required.

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