CustomerDashboardCustomerDashboard.io
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Related Products
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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.
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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.
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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
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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
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Audience
Ad networks, agencies, affiliate networks, etc.
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Audience
Businesses interested in advanced insights about their financials
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$149 per month
Free 14-day trial
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCustomerDashboard.io
Founded: 2024
Finland
customerdashboard.io
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Company InformationReach Reporting
Founded: 2015
United States
www.reachreporting.com
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Categories |
Categories |
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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
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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
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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
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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
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