Does this sound like you?

You manage dashboards or reports for multiple clients, locations, or business units
You're absorbing BI tool costs across clients — or passing them on at a margin-killing rate
Clients ask "can this be branded for us?" — and your current tool says that costs extra
You're still emailing Excel or PDF reports because per-seat pricing doesn't pencil out
You set up reporting for clients and want to hand off ownership — or keep managing it yourself

Reporting is already a revenue line — most teams just haven't priced it that way

Your clients expect reporting. You're paying for BI tools to deliver it. The only question is whether that cost is eaten by your margin, passed to clients at a fair markup, or turned into a dedicated service tier you charge for.

Typical setup on per-seat tools
8 clients, 30 named seats $420/mo
White-label add-on $200/mo
Row-level security (if available) $150/mo
Total tool cost $770/mo
Only ~15 of those 30 seats log in each month. You paid for 15 idle seats.
Switch
With DashboardFox Growth
30 MAU tier — all 8 clients $249/mo
White-label for every client Included
Row-level security Included
Total tool cost $249/mo
15 clients log in → 15 MAU counted. 15 unused MAU sit idle — costing you nothing.

We have no say in what you charge your clients. Your DashboardFox cost stays flat. Charge clients whatever you want for the reporting layer — we never see that relationship. Most multi-client teams use this to turn reporting from a cost center into a dedicated revenue line. Your markup, your business.

Your clients see your brand — not ours. Ever.

White-label in DashboardFox isn't a toggle that swaps a logo. It's the entire experience — configured per client, with no trace of DashboardFox unless you want it there.

  • Your domain, logo & colors — custom domain per client (e.g. reports.yourclient.com), full CSS control
  • Branded login page — each client sees their own login, tied to their domain
  • Email from your domain — scheduled reports arrive from your address, not ours
  • Per-client feature control — show or hide scheduling, exports, admin tools per audience
  • Zero "Powered by" badges — not hidden, not small print. Simply not there.

Included in every plan from $99/mo — not an enterprise add-on.

reports.yourclient.com

Every client instance, one dashboard

Create, configure, and switch between clients without logging in and out. Manage billing, branding, domains, and transfer ownership — all from Account Manager.

DF DashboardFox Account Manager Workspaces Billing Profile Agency Audit Logs JD Jane Doe jane@youragency.com Workspaces 🇺🇸 US Region + Create Workspace Search by name or domain… Name Status Subscription Tier Acme Corp acme.dashboardfox.app ↗ Active Active GROWTH Manage ▾ Pinnacle Health pinnacle.dashboardfox.app ↗ Active Active GROWTH Redline Media redline.dashboardfox.app ↗ Active Active STARTER Summit Financial summit.dashboardfox.app ↗ Active Active GROWTH PLAN & BILLING Subscription Billing Account Billing History CONFIGURATION Custom Domains Database Credentials Transfer Workspace Delete Workspace

Build once, deploy to every client

Create a library of templated dashboards and reports in your master instance. Push updates to multiple client instances in one click. Every client stays current — no manual repetition.

  • Build templates in your master instance
  • Push to selected client instances
  • Update once, sync everywhere
  • Available on Scale tier and above
Master Template Your agency instance
Updated
Sync
Acme Corp
✓ Synced
Pinnacle Health
✓ Synced
Redline Media
✓ Synced
Summit Financial
✓ Synced

Two ways to serve your clients

Pick the model that fits your business — or mix both depending on the client.

Which model is right for you?

Answer 3 quick questions.

Question 1 of 3

Will your client own or manage this instance — or do you need to hand it off to them?

Question 2 of 3

How many clients are you managing (or planning to manage)?

Question 3 of 3

Do your clients have strict data isolation requirements — such as HIPAA, SOC 2 audits, or contractual data segregation?

Many teams use both

Dedicated instances for enterprise or handoff clients — multi-tenant for high-volume smaller clients. Both run side by side under one Account Manager.

One Instance Per Client
Dedicated & Transferable

Each client gets their own isolated instance — own database, own SMTP, own Guest Library, own branding. You can hand the whole thing off.

  • Physical data isolation — dedicated database per client
  • Transferable — client can take ownership & billing
  • Client gets their own Guest Library portal
  • Fault-isolated — one client's load doesn't affect others
Best for: resellers, handoffs, larger clients, strict isolation
Single Multi-Tenant Instance
Shared & Scalable

All clients on one instance. Row-level security keeps each client's data separate. More cost-efficient at scale — but SMTP, Guest Library branding, and compute are shared.

  • Logical isolation via Data Tags — one config, all clients
  • Per-client branding policies via custom domains
  • Pooled MAU — lower per-client cost at scale
  • Shared SMTP & Guest Library branding across all clients
Best for: many small clients, ongoing managed services
Dedicated Instance Multi-Tenant
Data isolation Physical — own database Logical — RLS & Data Tags
SMTP / Email gateway Per client Global — shared across clients
Guest View Library Per client — own portal & branding Global branding — shared portal
Transfer to client Yes — client takes over billing Not available
Client admin access Full control or you stay admin You manage everything
Login page branding Per instance — included Per domain — needs branding policy
Resource isolation Fault-isolated Shared — heavy queries can impact others
Cost efficiency Higher per-instance cost Pooled MAU — lower per-client
Best for Resellers, handoffs, larger clients, simplicity Many small clients, managed services

Guest View Library: Only reports with a Public View license appear here — guest viewers never count toward MAU. IP restriction lets you limit who can reach the URL. Scale tier adds FastCache so high-traffic public views serve from cache rather than hitting your database on every load.

Your clients' compliance requirements are already covered

Whether your clients are in healthcare, finance, or government — the infrastructure is already built for it. Not an add-on.

EU & US data regions

Choose per instance at signup. Data stays in-region for the life of the account. Serve EU and US clients from the same admin view.

Dedicated databases

Every instance runs its own database. Client data is fully isolated — one client's data is never co-mingled with another's.

GDPR-ready

Data residency controls, audit logs, encrypted storage, and a deletion path for right-to-erasure requests. DPA available on request.

CCPA compliant

California Consumer Privacy Act compliant data handling. We don't sell personal information. California-specific privacy rights documented at /legal/ccpa/.

HIPAA-ready

HIPAA-ready infrastructure for agencies serving healthcare clients. Business Associate Agreement available on request.

FERPA-ready

For agencies serving K-12 districts, universities, or EdTech clients. Education Data Addendum available on request.

SOC 2 Type II in progress

Architecture designed for SOC 2 from day one. Annual third-party penetration testing and cyber liability insurance in place now.

The same core engine trusted by government agencies, healthcare systems, financial institutions, and manufacturers for 25+ years — now available as a managed cloud platform.

Running multiple instances? We'll quote you a better rate.

Volume discounts are based on your total commitment — the more instances, the better the rate. Security, white-label, and EU & US data regions are included on every instance. No upsells to get there.

  • Custom pricing based on instance count
  • Consolidated billing across all instances
  • Live chat support with 2+ paid instances
  • Dedicated account support available

Agency & reseller FAQs

One instance per client: Each client has their own dedicated database and instance. Full isolation, independent branding, and their own Guest View Library portal. You can transfer ownership. Best for larger clients or project handoffs.

Multi-tenant single instance: All clients share one instance but see only their data via row-level security. More efficient at scale. Login page branding is per-domain, but Guest View Library branding is global — all clients share the same Public View portal branding. Best for ongoing managed services with many smaller clients.
You assign Data Tags (like ClientID) to each user. Every report automatically filters so each client sees only their data — same dashboard, different rows. You configure it once and it applies across all reports. No per-report setup required.
Yes. Branding policies control more than just visuals — they set logos, colors, and login pages per client, plus which features are visible (dashboards, scheduling, export controls, and more). Each client sees only their experience when they log in. Login page branding is tied to custom domains, so each client-facing login needs its own domain. Starter includes 1 policy, Growth includes 5, and Scale and above are unlimited. Note: Guest View (Public View Library) branding is a separate global setting, not per-domain.
Only if you want them to. Every plan includes full white-labeling: your logo, your colors, your custom domain, your login page — plus control over which features are visible to each audience. No "Powered by" badges. Emails can come from your domain too. Shared Public View reports show no app framework at all — just the report content.
Yes. You can set up and configure an instance, then transfer ownership to your client. They'll need to establish their own subscription and payment method. All the dashboards, data connections, and users transfer with it.
Yes. You control your own pricing to clients. Many agencies and resellers purchase instances at volume pricing and bill their clients at their own rates. We never communicate pricing to your end users.
You can set up multiple billing profiles in Account Manager and assign each instance to a specific profile. Use different payment methods for different clients, or consolidate everything to one invoice. Your choice.
Volume pricing is custom-quoted based on your total commitment. Contact us with your expected instance count and we'll put together a proposal.
Server Sync (available on Scale tier and above) lets you build a library of templated reports and dashboards, then push them to multiple client instances. Update the template, sync the changes — all clients get the update. Perfect for standardized reporting across your client base.

Are you embedding analytics directly inside your own software product?

That's a different problem — and DashboardFox isn't the best fit for it. Yurbi is our product built specifically for ISVs and SaaS vendors who need deep OEM embedding with on-premise deployment options. If that's you, it's worth a look before you commit.

Early Access — 90 Days Free

Built lean. Priced fairly. Supported by humans.

Full access to all features. No credit card required.

Prefer no subscriptions & full control? Self-hosted from $4,995 one-time →

We'll notify you before Early Access ends

25+ years building BI tools Support from the team that builds it Available in US & EU regions
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