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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 

Screenshots View All

Screenshots View All

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 
QuickBooks Online Advanced No 
SQL Server Yes 
Snowflake Yes 

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 
QuickBooks Online Advanced Yes 
SQL Server No 
Snowflake No 

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 

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