Average Ratings 0 Ratings
Average Ratings 6 Ratings
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
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Amazon Aurora
Yes
Amazon Redshift
Yes
ChatGPT
Yes
Claude
Yes
CoreBank
No
FPS GOLD Banking Software
No
Finacle
No
Finastra Essence
No
Fiserv
No
Fiserv Fixed Assets for DNA
No
Integrations
Amazon Aurora
No
Amazon Redshift
No
ChatGPT
No
Claude
No
CoreBank
Yes
FPS GOLD Banking Software
Yes
Finacle
Yes
Finastra Essence
Yes
Fiserv
Yes
Fiserv Fixed Assets for DNA
Yes
Pricing Details
$29/month
Free Trial
Yes
Free Version
No
Pricing Details
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
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
No
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
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
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
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
No
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
No
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Services
Analytics
Yes
Branch Optimization
Yes
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
Yes
Risk Management
No
