Web development · Portals & dashboards
Portals where the numbers update themselves.
Customer, partner and staff portals with live reports, so nobody builds the same spreadsheet every Monday.
Portals & dashboards
Is this right for you?
A good fit when
- Customers keep emailing to ask for status, invoices or documents.
- Partners or dealers need to place orders and see their account.
- Managers wait for someone to compile weekly reports.
- Data sits in several systems and nobody sees the full picture.
Not the best fit when
- A BI tool on top of your existing data would answer the questions. We can set that up instead.
- Only one or two people need the information.
- The data does not exist anywhere digital yet.
Portals & dashboards
What we build
Customer portals
Orders, invoices, documents and support requests in one place.
Partner and dealer portals
Ordering, pricing, stock and commissions.
Staff dashboards
Live figures pulled from your systems.
Reporting
Scheduled reports by email and exports for finance.
Portals & dashboards
How we build it
Sign-in and access
Logins that respect who can see which customer's data, checked on every request.
Data syncs
Scheduled syncs from your ERP, CRM and accounting.
Fast charts
Figures prepared in advance so dashboards load quickly.
Audit trail
A record of who viewed and changed what.
Options
Compared with the alternatives
| Question | Custom portal | BI tool | Shared spreadsheet |
|---|---|---|---|
| Customers and partners can sign in | Yes | Limited | No |
| People can take actions, not just view | Yes | No | Yes, but unsafely |
| Live data | Yes | Yes | Copied by hand |
Questions
Questions people ask
Can the portal pull data from our systems?
Yes. We connect to your ERP, CRM or accounting software through their APIs or scheduled exports.
Can each customer see only their own data?
Yes. Access rules are enforced on the server for every request.
Can we start small?
Yes. Many portals start with one screen that saves one weekly task.
Keep exploring
More web development
Talk to us about Portals & dashboards.
We reply within one business day.