// Customer portals & dashboards

Customer portals and dashboards

Customers see their progress, documents and appointments. Your team sees planning, work orders, revenue and risks. See four working examples with fictional data.

// Seeing is believing

Start small

No months-long project before you see anything. We come to you and build a first version of a prototype together (a clickable demo of your vision).

We work the prototype out further within a week. Then we check once more with you and/or your end users and adjust where needed.

Want to go further? Then we build a first version of your application (MVP). You receive a detailed quote for that.

€3,496

More information
  1. 1

    Phone call first

    We discuss your wishes and what we will build on site, without obligation

  2. 2

    On site

    Once you agree, we come to you and build a first version of the prototype together

  3. 3

    Within a week

    We work the prototype out and check it with you and/or your end users

  4. 4

    Want to go further?

    Then we build the first version of your application (MVP), with a detailed quote up front

// Calculator

What does a dashboard save you per year?

Reports per week

8 reports

Minutes per report

45 min

Hourly rate of whoever does this now

65 euro

€ 12.545 per year

That's 193 hours your team gets back.

Example based on 46 working weeks per year. We assume the software takes over 70% of this work.

// Under the hood

A dashboard is only as good as its data

Beautiful charts on the wrong numbers are worse than no dashboard at all. That is why every project starts with the integration, not the design.

Connect with what you already use

Exact Online, AFAS, Dynamics, HubSpot, planning tools or a custom database. We find out exactly what can be pulled from your package before we start.

Pulling data instead of exporting it

For each part you decide how up to date the figures are: real time, every fifteen minutes or once a night. Every choice costs capacity at the source, so we weigh that up together.

Permissions per user

Your engineer sees his own schedule, your customer only their own file and management sees the whole picture.

Permissions and controls

Encrypted connections, roles per user and logging of who viewed which data.

// Portfolio

Custom software for asset manager NNEK
Financial servicesNNEK

Custom software for asset manager NNEK

In the adviser portal, advisers work from plan to opened account. They build model portfolios, rebalance and run calculations for their clients. In the client portal, clients complete their application and view their current accounts.

Read the case →

View all projects →

// Questions about dashboards

Frequently asked questions

A report is a snapshot that someone puts together by hand. A dashboard pulls the figures itself and flags when something falls outside the limits you have set. So the difference lies in how current it is, and in who does the work.

What do you want to show your customers or your team?

We discuss what you want and find out whether we are a good fit. Then you receive a fixed cost indication for the demo, so you know where you stand.