CXO Software

CXO Software

insightsoftware
CustomerDashboard

CustomerDashboard

CustomerDashboard.io
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About

Transform lackluster epm reporting into dynamic c-level insights. Is your epm reporting purpose-built for finance? Epm is designed for input and processing, not reporting. Most epm solutions were built to capture and aggregate data, not report on them. Built-in reporting is often too limited and inflexible to respond to fast-changing business needs. As a result, finance teams don’t have quick access to the data they need to do their jobs effectively. Other reporting tools aren’t purpose-built for finance. Turning to bi tools doesn’t help. Bi tools weren’t designed to work with multi-dimensional epm data, leaving you dependent on technical expertise. This can cause bottlenecks and result in unacceptable delays. You’re stuck in a cycle of static reporting. Most EPM customers resort to dumping data into spreadsheets to satisfy their reporting needs—a slow, error-prone process that results in non-standardized reports. This leaves decision-makers working with rudimentary, static data.

About

CustomerDashboard.io helps businesses create branded reporting dashboards for their customers and partners without building a custom portal from scratch. Its core focus is multi-customer reporting: build one dashboard, give each customer their own login, and let them access only their own data. You manage a single dashboard layout while delivering personalized reporting to every customer. Connect your data source, create pages with charts, tables, and other analytics widgets, and write parameterized queries that filter results for the signed-in customer. Customize the dashboard with your logo and brand colors, then preview what each customer will see before giving them access. CustomerDashboard is ideal for agencies sharing campaign results, service businesses reporting usage and costs, ad networks reporting publisher earnings, and affiliate programs tracking partner commissions. It also supports displaying dashboards on a TV screen for shared visibility.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance companies looking for a web-based, EPM reporting solution that can deliver higher quality reports and speed up reporting cycles to meet the needs of C-level executives

Audience

Ad networks, agencies, affiliate networks, etc.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$29/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

insightsoftware
Founded: 1993
United States
www.insightsoftware.com

Company Information

CustomerDashboard.io
Founded: 2024
Finland
customerdashboard.io

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Categories

Dashboard Supported

Categories

Dashboard Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Not Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Not Supported
Interactive Not Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Not Supported
Themes Supported
Visual Analytics Not Supported
Widgets Supported

Integrations

Amazon Aurora Not Supported
Amazon Redshift Not Supported
ChatGPT Not Supported
Claude Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
MySQL Not Supported
OneStream Supported
Oracle Database Not Supported
PostgreSQL Not Supported
SQL Server Not Supported
Snowflake Not Supported

Integrations

Amazon Aurora Supported
Amazon Redshift Supported
ChatGPT Supported
Claude Supported
Google Cloud BigQuery Supported
Google Sheets Supported
MySQL Supported
OneStream Not Supported
Oracle Database Supported
PostgreSQL Supported
SQL Server Supported
Snowflake Supported
Claim CXO Software and update features and information
Claim CXO Software and update features and information
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Claim CustomerDashboard and update features and information