Build a client reporting portal — automated reports your clients actually look at.
Agencies, consultants, and service businesses send reports by email as PDFs. Clients don't read them. A client reporting portal delivers live dashboards, automated alerts, and on-demand data — replacing the PDF report that nobody opens.
Agency or consultant who sends monthly PDF reports to clients and wants to replace that with a live portal that clients actually use and that requires less manual work to produce
The PDF report workflow: gather data from 5 tools → paste into a spreadsheet → create charts → copy into a deck → export as PDF → email to client → client opens it once (maybe) → repeat next month.
This workflow has three problems: it takes 4-8 hours per client per month, it's static the moment it's sent, and clients don't engage with static documents.
What a reporting portal changes:
Live data: The portal connects to the data sources directly. Metrics update automatically. Clients can check their numbers any time, not just on report day.
Client accountability: A portal clients use regularly means they see results (good and bad) without waiting for the monthly call. Transparency reduces churn.
Agency efficiency: No more manual data gathering. Dashboard shows all clients' key metrics. Red/yellow/green status without building individual reports.
Portal architecture: Multi-tenant with a client per account. Data connectors to the sources the service uses (Google Analytics, Meta Ads, Stripe, Salesforce, etc.). Chart library for visualization. White-label with the agency's branding.
Client reporting portal deployed — live dashboards with client-specific data, automated metric updates, and self-service report generation
Multi-client architecture
separate data per client with agency admin view
Data connectors
API integration with relevant platforms per client
Dashboard templates
reusable dashboard layouts per service type
White-label branding
agency logo and colors throughout
Automated alerts
threshold-based alerts to client or agency
PDF export
generate formatted report from dashboard data when needed
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
Client reporting portal deployed — live dashboards with client-specific data, automated metric updates, and self-service report generation
Three steps, every time.
The same repeatable engagement on every project. No surprises, no mystery, no billable ambiguity.
Brief & discovery.
We send you questions, then get on a call. Output: a written scope with every step, feature, and integration listed.
Build & ship.
Fixed schedule, weekly reviews. No scope creep unless you change the scope — and if you do, we reprice it transparently.
Warranty & retainer.
30-day warranty on every launch. Most clients stay on a monthly retainer for ongoing features and maintenance.
Why Fixed-Price Matters Here
Client reporting portals have defined multi-tenant, data connector, and dashboard patterns. Fixed-price from the spec.
Questions, answered.
Any platform with an API. Common: Google Analytics 4, Google Search Console, Meta Ads, Google Ads, Stripe, HubSpot, Salesforce, Shopify. Integration list defined in the spec.
No. Row-level security in Supabase enforces client data isolation. Client X sees only Client X's data. Agency admin can see all clients. Data isolation is enforced at the database level, not just the UI.
Tell Ryel about your project.
Describe what you’re building and what outcome you need. You’ll have a written, fixed-price scope within the week.