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BILLING AND FINANCE REPORTING TEMPLATES

Business finance and billing data from financial cloud platforms. Used by companies to monitor and communicate financial trends.
* Pugs are not included. They are here to improve conversion.

EVERYTHING FOR YOUR AGENCY REPORTING

SCHEDULE AND AUTOMATE

Send unlimited number of reports to your clients and save time.

WHITE LABEL

Add your agency’s branding to all reports and dashboards.

INVITE STAFF AND CLIENTS

Give your clients their own login. You decide what data they can see.

HOST ON YOUR WEBSITE

Any dashboard or report can be added to any page of your site.

100+ PREDEFINED REPORTS

Modify our ready-made templates or create your own reports in seconds

FREE SEO AUDITS

Add SEO Audit results to your client dashboards and reports.

50+ INTEGRATIONS

SEO, PPC, Email Marketing, Reviews and more integrations.

IMPORT YOUR DATA

Use our Google Sheets integration to show your own data.

UNLIMITED EVERYTHING

Unlimited reports, unlimited dashboards, unlimited invited users!

BILLING AND FINANCE

Business finance and billing data from financial cloud platforms. Used by companies to monitor and communicate financial trends.
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OCTOBOARD dashboards, templates and reports gallery: Stripe business finance metrics dashboard

STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades
USE THIS TEMPLATE
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OCTOBOARD dashboards, templates and reports gallery: Salesforce key metrics for startup dashboard

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals leads analytics

SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce sales performance

SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals sellers raking

DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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OCTOBOARD dashboards, templates and reports gallery: Chartmogul for investors and startups with octoboard

CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors
USE THIS TEMPLATE
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OCTOBOARD dashboards, templates and reports gallery: Chartmogul startup metrics for investors and vcs

CHARTMOGUL STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors
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OCTOBOARD dashboards, templates and reports gallery: Livechat online support dashboard for startups

SALESFORCE SALES (REPORT)

Revenue, pipeline, top deals and sellers ranking in a report.
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO

Financial performance dashboard using data from Xero.
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
USE THIS TEMPLATE
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OCTOBOARD Dashboard Logo: FacebookFacebook
#social-media #agencies
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OCTOBOARD Dashboard Logo: TwitterTwitter
#social-media #agencies
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OCTOBOARD Dashboard Logo: PinterestPinterest
#social-media #agencies
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OCTOBOARD Dashboard Logo: YoutubeYoutube
#social-media #agencies
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OCTOBOARD Dashboard Logo: Google+Google+
#social-media #agencies
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OCTOBOARD Dashboard Logo: VkontakteVKontakte
#agencies
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OCTOBOARD Dashboard Logo: Instagram betaInstagram Beta
#social-media #agencies
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OCTOBOARD Dashboard Logo: Linkedin pagesLinkedIn Pages
#social-media #agencies
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OCTOBOARD Dashboard Logo: Facebook adsFacebook Ads
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: Google analyticsGoogle Analytics
#web-analytics #agencies
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OCTOBOARD Dashboard Logo: Google adsGoogle Ads
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: Yandex metricaYandex Metrica
#web-analytics #agencies
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OCTOBOARD Dashboard Logo: SalesforceSalesforce
#billing-finance
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OCTOBOARD Dashboard Logo: StripeStripe
#billing-finance #beta
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OCTOBOARD Dashboard Logo: QuickbooksQuickBooks
#billing-finance
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OCTOBOARD Dashboard Logo: MailchimpMailChimp
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: ActivecampaignActiveCampaign
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: Constant contactConstant Contact
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: GetresponseGetResponse
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: AweberAWeber
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: SendgridSendGrid
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: Campaign monitorCampaign Monitor
#email-marketing #agencies
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OCTOBOARD Dashboard Logo: SurveymonkeySurveyMonkey
#marketing-analytics #agencies
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OCTOBOARD Dashboard Logo: Wordpress.comWordPress.COM
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: Wordpress.orgWordPress.ORG
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: DisqusDisqus
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: Twitter searchTwitter Search
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: Google newsGoogle News
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: Rss feedRSS Feed
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: MozMoz
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: AlexaAlexa
#brand-monitoring #blogging
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OCTOBOARD Dashboard Logo: Google sheetsGoogle Sheets
#web-analytics #marketing-analytics
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OCTOBOARD Dashboard Logo: Google consoleGoogle Console
#web-analytics #agencies
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OCTOBOARD Dashboard Logo: Bing adsBing Ads
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: Linkedin adsLinkedIn Ads
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: WhatconvertsWhatConverts
#marketing-analytics #agencies
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OCTOBOARD Dashboard Logo: CallrailCallRail
#marketing-analytics #agencies
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OCTOBOARD Dashboard Logo: LivechatLiveChat
#devops
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OCTOBOARD Dashboard Logo: XeroXero
#billing-finance #beta
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OCTOBOARD Dashboard Logo: HubspotHubspot
#marketing-analytics #agencies
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OCTOBOARD Dashboard Logo: Hubspot crmHubspot CRM
#marketing-analytics #agencies
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OCTOBOARD Dashboard Logo: ChartmogulChartMogul
#billing-finance
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OCTOBOARD Dashboard Logo: ZendeskZendesk
#devops
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OCTOBOARD Dashboard Logo: FreshdeskFreshdesk
#devops #beta
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OCTOBOARD Dashboard Logo: YextYext
#brand-monitoring #beta
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OCTOBOARD Dashboard Logo: GradeusGradeUs
#brand-monitoring #beta
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OCTOBOARD Dashboard Logo: BirdeyeBirdEye
#brand-monitoring #beta
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OCTOBOARD Dashboard Logo: Google my businessGoogle My Business
#brand-monitoring
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OCTOBOARD Dashboard Logo: Seo auditSEO Audit
#brand-monitoring #web-analytics
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PAID ADVERTISING
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EMAIL MARKETING
WEB ANALYTICS
MARKETING ANALYTICS
BILLING AND FINANCE
DEVOPS

OCTOBOARD PRICING

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Need more campaigns? Contact us for custom plan that suits your business.

FREELANCER

$25
/ month
5 ClientsUnlimited usersUnlimited reportsUnlimited dashboardsAll integrations includedWhite label everythingCustom domainData mashupsSEO auditsClient portalsOffice TV loops

TEAM

$50
/ month
10 ClientsUnlimited usersUnlimited reportsUnlimited dashboardsAll integrations includedWhite label everythingCustom domainData mashupsSEO auditsClient portalsOffice TV loops

AGENCY

$100
/ month
20 ClientsUnlimited usersUnlimited reportsUnlimited dashboardsAll integrations includedWhite label everythingCustom domainData mashupsSEO auditsClient portalsOffice TV loops

ENTERPRISE

$150
/ month
30
 Clients
+5
-5
Unlimited usersUnlimited reportsUnlimited dashboardsAll integrations includedWhite label everythingCustom domainData mashupsSEO auditsClient portalsOffice TV loops
Price
Clients
Users
Reports
Dashboards
Cloud app logins
Data mashups
Seo audits
Client portals
Office tv loops

FREE ADD-ONS

Features that are included in all our premium subscription. There is no additional charge for using them - these features are free add-ons.

SEO AUDITS

Create SEO Audit reports for your websites.
$0/month

WHITE LABEL

Your company or client logo. Host on your website.
$0/month

DATA MASHUPS

Combine data from multiple data sources in the same graph.
$0/month

CLIENT PORTALS

Create white label client portals on your website
$0/month
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