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BILLING AND FINANCE
TEMPLATES FOR EVERYONE

* 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.

350+ PREDEFINED REPORTS

Fully configurable. Modify or create your own reports in seconds.

FREE SEO AUDITS

Add SEO Audit results to your client dashboards and reports.

70+ 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

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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
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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
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OCTOBOARD dashboards, templates and reports gallery: Shopify online sales dashboard

SHOPIFY SALES DASHBOARD (BETA)

Online store sales performance
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OCTOBOARD dashboards, templates and reports gallery: Automated sales order report for shopify

SHOPIFY SALES REPORT (BETA)

Automated weekly Shopify sales report
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OCTOBOARD dashboards, templates and reports gallery: Real time ecommerce performance overview

GOOGLE ANALYTICS ECOMMERCE

Google Analytics Ecommerce overview
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce automated report sales

GOOGLE ANALYTICS ECOMMERCE (REPORT)

Google Analytis Ecommerce report
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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: Facebook AdsFacebook Ads
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: YoutubeYoutube
#social-media #agencies
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OCTOBOARD Dashboard Logo: LinkedIn PagesLinkedIn Pages
#social-media #agencies
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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: VKontakteVKontakte
#agencies
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OCTOBOARD Dashboard Logo: StripeStripe
#billing-finance #ecommerce
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OCTOBOARD Dashboard Logo: XInstagram (Deprecated)xInstagram (Deprecated)
#social-media #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: 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: 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: 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: InstagramInstagram
#social-media #agencies
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OCTOBOARD Dashboard Logo: AdRollAdRoll
#paid-advertising #agencies
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OCTOBOARD Dashboard Logo: E-commerce SuiteE-commerce Suite
#billing-finance #ecommerce
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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: 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: 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: YelpYelp
#brand-monitoring #seo
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OCTOBOARD Dashboard Logo: ShopifyShopify
#beta
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OCTOBOARD Dashboard Logo: Google Analytics 4Google Analytics 4
#web-analytics #seo
ALL
WEB ANALYTICS
PAID ADVERTISING
SOCIAL MEDIA
BRAND MONITORING
EMAIL MARKETING
MARKETING ANALYTICS
BILLING AND FINANCE
DEVOPS
SEO
E-COMMERCE
DATABASES

OCTOBOARD PRICING

FREELANCER
25
/month
5 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
-
-
-
DATA SHARING
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
-
-
-
SEO AUDITS AND LEAD GENERATION
NEW
SEO Audits
SEO Form Leads
SEO RANK TRACKER
NEW
50 keywords
10 keywords per client
Locations tracking
Languages tracking
Competitor domains
Every 3 days
3 years
TEAM
50
/month
10 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
1000 keywords
100 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
AGENCY
75
/month
15
 Agency clients
+5
-5
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
4500 keywords
300 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
PREMIUM DATA ADD-ONS
Analytics and data export features that we will add to our platform. Currently in Beta. We will notify our clients once the add-ons have been deployed.
ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics
10
/month
500 orders
monthly sales
+500
-500
Real-time transactions
Sales, Product, Order analytics
Currency conversion
Multi-store reporting
Octoboard for Agencies
Not selected
0/month
Dashboards, Reports, Templates
Client portal, TV Loops
White label, Multi-client
SEO Audits, Automated reports
B2B Lead Generation
SEO Rank Tracker
PREMIUM DATA ADD-ONS
ECOMMERCE SUITE
Not selected
0/month
TOTAL
0/monthbilled at€0€0/year
Monthly
Yearly (save 30%)
No contract obligations — cancel any time.
No credit card required — simply login and access data.
Change your plan — upgrade as you scale.
Get a discount — purchase our yearly subscription.
Need bigger a plan — contact us, we will look after you.
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