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Average Ratings 0 Ratings
Description
Elevate your EPM reporting from being mundane to providing engaging insights for C-level executives. Is your current EPM reporting tailored specifically for the finance sector? EPM systems primarily focus on data input and processing rather than effective reporting. Many EPM solutions were originally developed to collect and consolidate data, not to generate comprehensive reports. The built-in reporting features are often too restrictive and lack the flexibility required to adapt to rapidly evolving business demands. Consequently, finance teams struggle to access the crucial data they need to perform their roles efficiently. Standard reporting tools often fall short as they are not specifically designed for finance. Meanwhile, relying on BI tools does not resolve the issue; these tools were not intended to handle multi-dimensional EPM data, which can leave you relying on specialized technical skills. This reliance can create bottlenecks and lead to frustrating delays, trapping you in a loop of static reporting. Many EPM users find themselves resorting to exporting data into spreadsheets to meet their reporting demands—a method that is slow and susceptible to errors, ultimately resulting in inconsistent reports. This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information. Moreover, the quest for more responsive and insightful data solutions has never been more critical in today's fast-paced business environment.
Description
CustomerDashboard.io empowers businesses to develop customized reporting dashboards for their clients and partners without the need to construct a bespoke portal from the ground up.
Its primary emphasis is on multi-customer reporting, allowing users to create a single dashboard that enables each customer to log in and view only their specific data. This approach lets you maintain one consistent dashboard layout while providing tailored reporting for every client.
You can easily integrate your data source, design pages containing various analytics components such as charts and tables, and create parameterized queries to ensure that results are filtered for the logged-in user. Furthermore, you can personalize the dashboard with your branding elements, including your logo and color scheme, and preview each customer's experience prior to granting access.
CustomerDashboard is particularly beneficial for agencies that need to communicate campaign outcomes, service providers who must report usage and expenses, ad networks that track publisher earnings, and affiliate programs monitoring partner commissions. Additionally, it offers the capability to display dashboards on a television screen, enhancing visibility for team gatherings or presentations, thus promoting collaboration and transparency.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Aurora
No
Amazon Redshift
No
ChatGPT
No
Claude
No
Google Cloud BigQuery
No
Google Sheets
No
MySQL
No
OneStream
Yes
Oracle Database
No
PostgreSQL
No
Integrations
Amazon Aurora
Yes
Amazon Redshift
Yes
ChatGPT
Yes
Claude
Yes
Google Cloud BigQuery
Yes
Google Sheets
Yes
MySQL
Yes
OneStream
No
Oracle Database
Yes
PostgreSQL
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$29/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
insightsoftware
Founded
1993
Country
United States
Website
www.insightsoftware.com
Vendor Details
Company Name
CustomerDashboard.io
Founded
2024
Country
Finland
Website
customerdashboard.io
Product Features
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
No
KPIs
Yes
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
No
Visual Analytics
No
Widgets
Yes
Product Features
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
No
Interactive
No
KPIs
Yes
OLAP
No
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
No
Themes
Yes
Visual Analytics
No
Widgets
Yes