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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 This approach prevents decision-makers from utilizing dynamic, actionable data, forcing them to rely on basic, outdated information.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 

Screenshots View All

Screenshots View All

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 
SQL Server No 
Snowflake 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 
SQL Server Yes 
Snowflake 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 

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