Boardroom Client Dashboard Core Reports
Автор: Boardroom
Загружено: 2026-01-29
Просмотров: 8
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Book a demo: https://meetings-na2.hubspot.com/thaa...
Learn more: https://www.ecommboardroom.com/white-...
In this video, we take a deep dive into what your clients actually see inside a fully white-labeled Boardroom dashboard.
If you watched the previous walkthrough on how to stand up your own branded client dashboard in minutes, you might be wondering: “Okay… but what does this thing actually do for my customers?”
That’s exactly what we’re covering here.
You’ll get a behind-the-scenes look at the core client-facing features that have helped 1,100+ ecommerce brands trust Boardroom to run their businesses — and how these same tools can help you deliver serious value to your own clients.
In This Video
00:00 - Intro
00:48 - Homepage Basics
02:05 - Data Integration
03:12 - Realtime P&L Report
04:16 - KPI Tracker
05:20 - Recurring, Automated Email Reports
06:13 - Power Grids
07:18 - How to Get Started
Whether you’re an accountant, marketing agency, consultant, or SaaS founder, this walkthrough shows how you can offer a premium client portal that customers are happy to pay hundreds per month for — without building software from scratch.
There’s much more inside Boardroom (CRM, inventory analytics, SEO tools, and more), but this video focuses on the essentials so you can quickly understand the client experience.
Interested in offering this to your clients under your own brand?
Book a call using the link below or visit our site to learn more.
Book a Call: https://meetings-na2.hubspot.com/thaa...
👍 If you found this helpful, like the video and subscribe — we’ll be covering additional features and advanced use cases in upcoming videos.
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