CustomerDashboard

CustomerDashboard

CustomerDashboard.io
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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.

About

Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.

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

Platforms Supported

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

Audience

Ad networks, agencies, affiliate networks, etc.

Audience

Businesses interested in advanced insights about their financials

Support

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

Support

Phone Support 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

$29/month
Free Version Not Supported
Free Trial Supported

Pricing

$149 per month
Free 14-day trial
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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I love how easy the software is to use, I can easily pull in my bookkeeping data from QuickBooks. And build some great-looking reports in minutes. Not only that but I don't have to recreate the same report month after month and remap the data. I can use the live text they provided and all the reports I create will update for me.

Cons

  • Honestly, I don't have much bad to say. It's a really simple to use software the live text took some learning but once you understand how it works it is really simple to use.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CustomerDashboard.io
Founded: 2024
Finland
customerdashboard.io

Company Information

Reach Reporting
Founded: 2015
United States
www.reachreporting.com

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications
Numerics

Numerics

Cynapse

Categories

Dashboard Supported

Categories

Dashboard Supported
Data Visualization Supported
Reporting 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

Dashboard Features

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

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Not Supported
Visual Analytics Not Supported

Data Visualization Features

Analytics Supported
Content Management Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Supported
Simulation Models Not Supported
Visual Discovery Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Integrations

Amazon Aurora Supported
Amazon Redshift Supported
ChatGPT Supported
Claude Supported
Google Cloud BigQuery Supported
Google Sheets Supported
MySQL Supported
Oracle Database Supported
PostgreSQL Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SQL Server Supported
Snowflake 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
Oracle Database Not Supported
PostgreSQL Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SQL Server Not Supported
Snowflake Not Supported
Claim CustomerDashboard and update features and information
Claim CustomerDashboard and update features and information
Claim Reach Reporting and update features and information
Claim Reach Reporting and update features and information