Give every customer a clear view of their results.
We build secure customer dashboards for project progress, service performance, usage, spend and downloadable reports, with each customer seeing only their own information.
Typical first version
4-10 weeks
Access
Private to each customer
Reports
Online and downloadable
Timelines are indicative.
Answer the questions customers ask while they wait for the next report.
Each dashboard is limited to that customer's account, contract, project or service. It shows agreed information rather than internal management figures.
Project progress and milestones
Give each customer a current view of the work being delivered for them.
- Completed and upcoming milestones
- Overall progress
- Last update date
Service performance and targets
Show whether the service is meeting the measures agreed with that customer.
- Response and resolution times
- Agreed service levels
- Results by reporting period
Product or account usage
Help customers understand how their team is using a product or service.
- Usage by week or month
- Allowance remaining
- Active account users
Spend and billing summaries
Present clear totals and invoice status without adding payment or account actions.
- Spend this period
- Invoice summaries
- Budget or contract balance
Orders, inspections and work
Report what has been ordered, delivered, inspected or completed for the customer.
- Delivery status
- Inspection results
- Completed work totals
Scheduled customer reports
Make recurring monthly, quarterly or compliance reports available in one place.
- Current and past reports
- Published date
- PDF or spreadsheet downloads
Start with one clear customer view or build reporting for many account types.
Source access, customer count, permission rules, data quality, calculations and update frequency affect the scope and timeline.
Focused customer dashboard
For one customer type that needs a clear view built from one prepared source.
- One customer type and one main view
- One prepared data source
- Secure customer sign-in
- Basic filters and downloads
Connected customer reporting
For bringing several sources together and preparing separate views for each customer.
- Several data sources
- Customer-specific calculations and views
- Several report pages
- Scheduled report preparation
- Update-failure warnings
Multi-customer reporting platform
For larger services with many accounts, contract types or reporting rules.
- Many customer accounts or account types
- Reports by plan, service or contract
- Historical imports and detailed records
- Staff controls for access and rollout
Timelines are indicative. We confirm the delivery range after reviewing sample reports, customer-account rules and access to each source.
Match every record to the right customer before showing the result.
The dashboard follows one repeatable path from your current sources to each private customer view. We agree that path before building it.
Collect
Bring in information from the files and software your staff already use.
Match
Clean the information and match every record to the correct customer account.
Calculate
Use the same agreed rules for progress, usage, performance and spend.
Display and prepare
Show the private dashboard and prepare each customer's reports.
Information can come from your current sources
Update speed
Each source sets what is possible
Updates may be immediate, hourly, daily or manual. The dashboard shows when figures last updated, and failed updates are shown to staff rather than hidden.
Replace separate customer reports with one controlled reporting process.
Before
Every report is prepared and sent by hand
- Staff export figures for each customer
- Separate spreadsheets or PDFs are prepared
- Reports are emailed individually
- Customers ask whether the figures are current
- Staff correct different report versions
After
Each customer sees the latest available report
- Each customer signs in to their own dashboard
- The latest available figures use the same agreed calculations
- Reports can be viewed or downloaded
- Last-updated times are visible
- Staff are warned when a source fails
Give each customer the right report without exposing another account.
Privacy depends on clear account ownership, tested permissions and staff controls. These rules are planned alongside the report itself.
Keep customer records separate
Account rules decide which records can appear in each private dashboard.
- Every customer sees only records assigned to their account
- Sensitive fields can be restricted from selected customer users
- Account access can be removed promptly
Keep access under staff control
Your staff decide who can use each customer account and what they can see.
- Staff control which customer accounts have access
- Several users can be approved for one customer
- Permission rules are tested from staff and customer views
Make figures checkable
The report should explain when information changed and how key totals are produced.
- Important figures have written definitions and known sources
- Calculations are tested against approved examples
- Last-updated times and source failures are visible
Formal requirements need separate planning
Legal, security, industry and certification requirements must be identified before delivery and scoped for the specific service and data involved.
Define the report and customer rules before rolling out access.
Some stages overlap. Customer matching and data preparation take longer when account names differ across sources or old reports use different calculations.
What we need from you
Bring a real report and people who know the customer experience
- Current customer reports
- Representative customer data
- Rules for calculating each figure
- Customer-account structure
- Customer and staff access rules
- Known examples for checking results
- Reviewers from staff and customer perspectives
Included in every build
Use this service when customers mainly need to view figures, progress and reports.
This is a reporting service. It does not cover requests, messages, document uploads, payments, approvals or customer account editing.
Questions to answer before customers receive access.
Show us the report your customers currently wait for.
Send a sample customer report and tell us where its figures come from, how often it is prepared and how many customers receive it.