Service
Custom Dashboards & Client Portals
Live dashboards and client-facing portals your team and your customers actually log into, built on your real data.
Custom dashboards and client portals turn the data trapped in your spreadsheets, CRMs, and APIs into a live web app your team checks every morning and your clients log into. Built on Next.js, Vercel, and Supabase, the numbers refresh themselves and edge cases route to a human instead of breaking.
What it is
We turn the data trapped in your spreadsheets, CRMs, and APIs into a single live dashboard your team checks every morning, plus client-facing portals your customers log into. Each one is a real web app (Next.js on Vercel, backed by Supabase or Google Sheets), not a static screenshot, so the numbers refresh themselves and edge cases route to a human instead of silently breaking.
Who it is for
Founders and operators tracking the business across five browser tabs, and agencies or service firms that want to hand each client a branded login instead of emailing PDFs.
How it works
- 1
Connect your data
We pipe your data in from your CRM, APIs, call pipelines, or sheets into one source of truth.
- 2
Build the app
We build a real web app on your domain with the views your team needs and per-client or per-user logins.
- 3
Operate and hand off
It updates itself, shows what ran and what failed, and is documented and handed off so you own the code.
What you get
- Real-time web dashboard on your own domain (Next.js + Supabase or Sheets)
- Per-client or per-user logins with scoped access
- Automated data sync from your CRM, APIs, and call/transcript pipelines
- Status visibility: what ran, what failed, what needs a human
- Deployed, monitored, and documented for handoff (you own the code)
Past results
- Agency command center where deals, builds, and revenue update themselves from call transcripts
- Multi-client lender dashboard with per-client logins and live report-pulled status (Soft Pull Solutions)
- Per-investor reporting dashboard for a $3M-AUM real-estate firm (Iron Age Investments)
- Multi-location gym operations dashboard with per-location boards and funnels
Custom Dashboards & Client Portals FAQ
A real web app on your domain (Next.js on Vercel, backed by Supabase or Sheets), with logins and live data, not a static screenshot or a fragile spreadsheet.
Yes. We build per-client logins with scoped access, so each customer sees a branded portal with just their own numbers.
Your existing systems. We sync from your CRM, APIs, and even call transcripts, so the dashboard reflects reality without manual updates.
Yes. It is deployed on your infrastructure and domain and handed off with documentation. Most clients keep us on a small retainer for new views.
The next step
Ready to stop doing work a robot should be doing?
15-minute call. No pitch. We tell you what to automate first and what we would charge to build it.