Retire the monthly slide deck. Give clients a living dashboard.
Every client gets their own space, their own dashboards, and reports that arrive on schedule — while your team manages everything from one place. The monthly reporting scramble becomes a Tuesday you don't notice.
Every client in their own workspace.
Client A's data and Client B's data never share a room — each workspace is genuinely separate, with its own access rules. Your team hops between them with one login; your clients only ever see their own.
- A workspace per client, with real separation between them
- Templates make the next client launch a repeat, not a rebuild
- Scheduled PDFs and live links replace the monthly deck
- Every client stakeholder gets a login at one per-user price
Each client sees only their own workspace. Always.
Reports that send themselves
Monthly PDFs, weekly summaries to the client's inbox or Slack — scheduled once per client, delivered forever. Reporting week stops existing.
Pricing that fits agency economics
One price per user on your plan, whether that user is your analyst or a client stakeholder — and quotes are shaped to your roster, so growing the audience stays predictable.
Your portal, their dashboards
Embed client dashboards chrome-free into your own portal — clients log into your world and see living numbers, not last month's PDF.
Can each client have their own space?
Yes — every client gets their own workspace with its own data, kept genuinely separate. A client can never glimpse another client’s numbers, and your team moves between workspaces with one login.
How are client logins priced?
Per user, at one price on your plan — a client stakeholder costs the same as one of your analysts, and there are no seat types to track across clients. Contact us for a quote shaped to your roster.
Can reports go out under our brand?
Client-facing dashboards can be shared as clean, chrome-free embeds in your own portal, and scheduled PDFs arrive looking polished. Talk to us about branding options for your setup.
How fast can we onboard a new client?
Create a workspace, connect their data sources, start from a template — a new client can have their first dashboard the same week they sign. Our BI developers can also build it for you.
Bring your client roster.
Tell us how many clients and what data they bring — we'll shape a workspace setup and a quote that fits agency margins.
Prefer to see plans first? See pricing