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Average Ratings 1 Rating
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.
Description
Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Aurora
Yes
Amazon Redshift
Yes
ChatGPT
Yes
Claude
Yes
Google Cloud BigQuery
Yes
Google Sheets
Yes
MySQL
Yes
Oracle Database
Yes
PostgreSQL
Yes
QuickBooks Online
No
Integrations
Amazon Aurora
No
Amazon Redshift
No
ChatGPT
No
Claude
No
Google Cloud BigQuery
No
Google Sheets
No
MySQL
No
Oracle Database
No
PostgreSQL
No
QuickBooks Online
Yes
Pricing Details
$29/month
Free Trial
Yes
Free Version
No
Pricing Details
$149 per month
Free 14-day trial
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CustomerDashboard.io
Founded
2024
Country
Finland
Website
customerdashboard.io
Vendor Details
Company Name
Reach Reporting
Founded
2015
Country
United States
Website
www.reachreporting.com
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
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
No
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
Yes
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
No
Themes
Yes
Visual Analytics
Yes
Widgets
Yes
Data Visualization
Analytics
Yes
Content Management
Yes
Dashboard Creation
Yes
Filtered Views
Yes
OLAP
No
Relational Display
Yes
Simulation Models
No
Visual Discovery
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes