Automate and deliver weekly financial reports
Generate automated weekly and monthly financial reports by connecting to SalesForce, Stripe, and WooCommerce.
Automate marketing reports and dashboards
Watch budgets and measure effectiveness of every dollar spent on paid advertising.
Multi-channel templates for every scenario
We created over 300 professional reports for you to use. Use our library of templates. Modify data reports or create them from scratch.
Share with clients
Build portals and reports
Add client portal to your website. Invite clients and let them explore your collection of dashboards and reports. Octoboard will do all the work.
Share with teams
Public links and embedding
Make any dashboard or report public. Embed data views into any page of your website. Setup is very easy and does not require IT support.
Secure and private
Manage data visibility
You decide what data to share or to keep private. Access rights for individual users and clients is under your control.
Send data to office TV
Manage your devices
Manage your devices, office TVs and monitors directly in Octoboard. No need to use remote control.
All Configurable
From Your Desktop
Set font size, themes, configure TV Loops and select dashboards to display - all within our platform.
Show Real-time Data Streams
Project to your Office TV real-time website traffic, online sales, email leads and subscriptions.
Over 300 customisable templates used by top marketing teams
SALESFORCE
