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BILLING AND FINANCE
TEMPLATES FOR EVERYONE

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 BUSINESS 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.

200+ PREDEFINED REPORTS

Modify our drag-and-drop templates or create your own reports in seconds.

FREE SEO AUDITS

Add SEO Audit results to your client dashboards and reports.

60+ INTEGRATIONS

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

IMPORT YOUR DATA

Use our Google Sheets integration to show your own data.

LEAD GENERATION

Convert visitors to leads. Host SEO Audit forms and capture new leads.

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
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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.
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OCTOBOARD dashboards, templates and reports gallery: Real time stripe payments dashboard

REAL-TIME STRIPE PAYMENTS

Live Stripe payment events
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OCTOBOARD dashboards, templates and reports gallery: Woocommerce office tv dashboard live sales

WOOCOMMERCE SALES

Real-time orders and sales stats
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OCTOBOARD dashboards, templates and reports gallery: Woocommerce real time webstore performance dashboard

WOOCOMMERCE BREAKDOWNS / REVIEWS

Live reviews and orders stats
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OCTOBOARD dashboards, templates and reports gallery: Woocommerce report sales and webstore performance

WOOCOMMERCE SALES (REPORT)

Webstore sales performance report
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OCTOBOARD dashboards, templates and reports gallery: Woocommerce reporting template coupons reviews taxes

WOOCOMMERCE BREAKDOWNS / REVIEWS (REPORT)

Discounts, coupons and webstore reviews
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: Xinstagram (depreciated)xInstagram (Depreciated)
#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 #ecommerce
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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 #ecommerce
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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 #ecommerce
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OCTOBOARD Dashboard Logo: ZendeskZendesk
#devops
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OCTOBOARD Dashboard Logo: FreshdeskFreshdesk
#devops
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OCTOBOARD Dashboard Logo: YextYext
#brand-monitoring
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OCTOBOARD Dashboard Logo: GradeusGradeUs
#brand-monitoring #beta
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OCTOBOARD Dashboard Logo: BirdeyeBirdEye
#brand-monitoring
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OCTOBOARD Dashboard Logo: Google my businessGoogle My Business
#brand-monitoring #seo
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OCTOBOARD Dashboard Logo: Seo auditSEO Audit
#brand-monitoring #web-analytics
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OCTOBOARD Dashboard Logo: Real-time web trafficReal-Time Web Traffic
#web-analytics #real-time
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OCTOBOARD Dashboard Logo: SemrushSEMrush
#brand-monitoring #marketing-analytics
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OCTOBOARD Dashboard Logo: Zendesk chatZendesk Chat
#devops
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OCTOBOARD Dashboard Logo: Seo rank trackerSEO Rank Tracker
#seo #marketing-analytics
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OCTOBOARD Dashboard Logo: Zapier real-timeZapier Real-Time
#marketing-analytics
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OCTOBOARD Dashboard Logo: WoocommerceWooCommerce
#ecommerce #billing-finance
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OCTOBOARD Dashboard Logo: MysqlMySQL
#database #marketing-analytics
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OCTOBOARD Dashboard Logo: PostgresqlPostgreSQL
#database #marketing-analytics
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OCTOBOARD Dashboard Logo: RedshiftRedshift
#database #marketing-analytics
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OCTOBOARD Dashboard Logo: Sql serverSQL Server
#database #marketing-analytics
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OCTOBOARD Dashboard Logo: OracleOracle
#database #marketing-analytics
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OCTOBOARD Dashboard Logo: InstagramInstagram
#social-media #agencies
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OCTOBOARD Dashboard Logo: AdrollAdRoll
#paid-advertising #agencies
ALL
SOCIAL MEDIA
PAID ADVERTISING
BRAND MONITORING
EMAIL MARKETING
WEB ANALYTICS
MARKETING ANALYTICS
BILLING AND FINANCE
DEVOPS
SEO
ECOMMERCE
DATABASES

OCTOBOARD PRICING

Select payment term
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Need more clients or TV devices? Contact us for custom plan that suits your business.

FREELANCER

25
/ month
5 Agency clients
Unlimited usersUnlimited reportsUnlimited dashboardsAccess All IntegrationsWhite label---
DATA SHARING
Client portalsCustom domainOffice TV loopsLink SharingZapier eventsEmbedded dashboards---
SEO AUDITS AND LEAD GENERATION
Coming soon
SEO AuditsSEO Form Leads
SEO RANK TRACKER
New
50 keywords10 keywords per clientLocations trackingLanguages trackingCompetitor domainsEvery 3 days

TEAM

50
/ month
10 Agency clients
Unlimited usersUnlimited reportsUnlimited dashboardsAccess All IntegrationsWhite labelDefine PPC MarkupData mashupsSQL Databases
Client portalsCustom domainOffice TV loopsLink SharingZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server
SEO AuditsSEO Form Leads
500 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls

AGENCY

100
/ month
20 Agency clients
Unlimited usersUnlimited reportsUnlimited dashboardsAccess All IntegrationsWhite labelDefine PPC MarkupData mashupsSQL Databases
Client portalsCustom domainOffice TV loopsLink SharingZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server
SEO AuditsSEO Form Leads
1000 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls

ENTERPRISE

150
/ month
30
 Agency clients
+5
-5
Unlimited usersUnlimited reportsUnlimited dashboardsAccess All IntegrationsWhite labelDefine PPC MarkupData mashupsSQL Databases
Client portalsCustom domainOffice TV loopsLink SharingZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server
SEO AuditsSEO Form Leads
1500 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls
FREE 14-DAY TRIAL
Price
Agency clients
Users
Reports
Dashboards
Integration access
White label
PPC Markup
Data mashups
SQL Databases
New
Client portals
Custom domain
Office tv loops
Public links
Zapier events
New
Embedded dashboards
Insights via slack and email
Custom email templates
Custom email server
New
Seo audits
Embedded seo forms
Total keywords
Keywords per client
Locations tracking
Languages tracking
Competitor analysis
Daily keywords refresh

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

FREE LEADS

Embed SEO Audit forms and convert visitors to leads.
0/month

CLIENT PORTALS

Create white label client portals on your website
0/month
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