Client dashboard software

Client dashboard software scoped to one job

For an agency or a freelancer who already exports the numbers and needs them presentable, portable, and revocable — not another platform to administer.

Price
Free while in this scope
Blueprints per account
30
Exports
Per-blueprint and full-account JSON

What you get with an account

Signing in with Google adds an owner-scoped workspace on top of the signed-out workflow.

  • Up to 30 private blueprints, each keeping its last 10 source versions
  • Conflict-safe saves that refuse to overwrite a newer revision
  • One revocable 30-day read-only link per blueprint
  • A full account export, and deletion that removes blueprints, versions, shares, profile, and sign-in identity

Your data stays portable

A per-blueprint export contains the configuration and the parsed rows as JSON; an account export contains every blueprint and retained version. Both are plain files you keep, so leaving costs you nothing but the time to download them.

What it is not

There are no teams, roles, comments, approvals, client logins, or audit trails, and no white-label PDF or slide export. If your reporting needs those, this is the wrong tool and it is better to know now.

How the workflow works

Move from the search problem into a working product without a fake demo or an invented integration.

Step 1

Import and validate

Paste or upload a bounded CSV, inspect row and column errors, and start from original sample data when useful.

Step 2

Map the story

Choose a supported blueprint, map dimensions and metrics, and preview KPIs, trends, category mix, and recent rows.

Step 3

Save or share

Keep versioned private configurations, export JSON or CSV, and create a revocable public snapshot containing bounded projected data.

Current product boundaries

Useful SEO starts with an accurate promise. These limits apply before you begin.

  • DashTrellis does not provide live data connectors, scheduled refreshes, Looker Studio import, or team collaboration.
  • Public links contain bounded aggregates and recent mapped rows, never the uploaded raw CSV or private version history.
  • The template library is intentionally small and original rather than a mass of programmatic industry pages.

Questions about client dashboard software

What does it cost?

Nothing today. No paid plan is active and no payment details are collected anywhere in the product.

Can my client log in to see their dashboard?

No. Clients view a read-only share link. There are no client accounts, workspaces, or permissions.

How do I delete everything?

The Account view deletes every cloud blueprint, source version, active share, your profile, and the sign-in identity itself. Browser-only drafts are separate and stay on your device.

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