Client reporting
Client dashboard software with numbers you can explain
Give each client a current performance view backed by reconciled CRM, finance, and operating records. Permute keeps metric definitions, source evidence, and access controls attached to the numbers your team shares.
Example workflow
Illustrative custom app · Sample data
Connected systems
Source records for this workflow
Permute data foundation
Connected records, shared rules, source evidence, and governed access.
Custom applicationShared reporting view
Client performance
Revenue
$1.28M
Deals won
42
Conversion rate
3.6%
| Period | Revenue | Review |
|---|---|---|
| September | $412K | Source linked |
| August | $396K | Source linked |
| July | $472K | Source linked |
Metrics stay tied to their definitions, refresh dates, and sources.
The working view
Give each client a current view of the work
Show revenue against plan, campaign performance, or project status with the reporting period (and source refresh dates) beside each result. Account teams can trace a changed number back to the underlying records.
Built on Permute
What makes it work
One metric definition
One metric definition powers recurring reports and client views, so a calculation stays consistent across accounts.
Separate client data
Client-specific views and explicit permissions keep each account’s approved data separate.
Refresh without rebuilding
Connected workflows refresh dashboards as source records change, without rebuilding the report each period.
How it works
From scattered reports to one client view
- 01
Connect client sources
Bring the CRM, finance, and operating records behind the client review into one governed model.
- 02
Reconcile the inputs
Resolve duplicate records and apply the same calculation rules to every reporting period.
- 03
Publish the dashboard
Give the client a permissioned view with current figures and a path back to their sources.
Why build on Permute
Build on a foundation each new tool can reuse.
Permute connects systems, reconciles records, and keeps business definitions and source evidence in one place. Each application reuses that foundation (including its data access rules) instead of rebuilding the same integrations and logic.
Build with your own team through Permute Factory's API and SDK, or work with our engineers to build and maintain the application. Permute-hosted apps use Permute sign-in and app access checks. Each app checks which business data a person may see before returning it.
Built for this workflow
From dashboards to a full client experience
Use Permute dashboards for repeatable client reporting. When clients need documents or workflow steps alongside their metrics, build a custom portal on the same governed data.
Questions teams ask
Are client dashboards private?
Yes. Each client gets a separately permissioned view of approved data, even when the dashboard design is reused.
Can one dashboard pattern be reused for several clients?
Yes. Reuse the layout and metric definitions across clients while publishing a separate view for each account.
Can clients ask questions about the data?
Permute supports plain-language questions over governed data. A custom portal can expose approved answers to clients.
How is this different from a static report?
A dashboard can refresh from connected sources and keep the calculation and evidence available when a number changes.
See this workflow on your data.
Bring a report or workflow you run today. We’ll map its source systems, business rules, access, and first custom view (including any approvals your team needs).