Use cases

Customer Dashboard covers two shapes of dashboard. Pick the type when you create it; the rest of the product follows from that choice.

Multi-customer

Use a customer dashboard when each party must log in with their own credentials and see only their rows. One layout, many tenants, isolation via :customer_id.

• Affiliate and partner networks — each affiliate or partner sees their clicks, conversions, and payouts.
• Ad networks and ad sales — publishers, advertisers, or sales houses each get their inventory, fill, and revenue.
• In-app or in-game ad sales — a developer sells placements; each advertiser or agency logs in to their spend and performance.
• B2B2C and wholesale — a brand or platform gives each downstream business (clinic, retailer, franchise, school) a portal of that location’s customers or sales.
• Agencies and consultancies — one reporting dashboard per client account, without rebuilding the file every month.
• Resellers, distributors, and channel partners — sell-through, stock, and margin for that partner only.
• Marketplaces and platforms — sellers, vendors, or landlords see their own orders, listings, or properties.
• SaaS or operators without a customer UI — you already store per-account data and need a login they can use now.
• Managed service providers and IT / ops retainers — each customer sees tickets, uptime, or usage for their contract.
• Logistics, freight, and 3PL — each shipper or consignee tracks their shipments and SLAs.
• Property, facilities, and field services — each site, tenant, or contract sees their jobs and costs.
• Healthcare, clinics, and multi-location practices — each clinic or practitioner (where you are allowed to share data) sees their panel, not the network.
• Education and training — each school, cohort, or B2B buyer sees their enrollments and outcomes.
• Subscriptions, billing, and usage-based services — each subscriber sees their invoices, seats, or metered usage.
• Lending, insurance, and broker networks — each broker or intermediary sees their book.
• Publishers, media, and content partners — each partner sees their article, podcast, or video numbers.
• Sports, clubs, and memberships — each team, club, or sponsor sees their members or results.
• Pilots and new services — validate a customer-facing report before you fund a custom portal.

See multi-customer dashboards and customers for how logins and IDs work.

Normal (shared numbers)

Use an internal dashboard when everyone should see the same figures. Publish it as private (workspace only), password-protected, or a public share link. Optional view rotation is meant for a wall screen.

• Startup investor updates — the same KPI board for founders, angels, and the board, instead of a monthly slide deck.
• Office TV and wallboards — live key metrics in the kitchen, floor, or war room.
• Internal company metrics — revenue, pipeline, support load, or product usage for the team.
• Leadership and exec reviews — one link for the weekly ops or Monday meeting.
• Fundraising and diligence rooms — give investors or acquirers a live view without a login per firm (use protected or public visibility).
• All-hands and town halls — the same charts on a laptop and on the projector.
• Support, success, and ops floors — queue depth, SLA, and incident status everyone on shift shares.
• Warehouse, factory, and retail floors — throughput or sales that the whole shift should see.
• Campaign war rooms — one launch dashboard for marketing, product, and sales.
• Event and conference screens — registrations or attendance on a shared display.
• Contractor and vendor read-only access — outsiders see the agreed numbers, not a per-vendor slice.
• Personal or founder dashboards — one person, or a small group, watching the same data from the same query.

If two viewers must never see each other’s rows, that is a multi-customer dashboard, not a shared internal one. See publishing for share URLs and visibility.