Demo Project — not a completed client engagement
Dashboards
Client Portal & Reporting Dashboard
Professional Services
Insight
DashboardReports
ExportSessions
24.1k
Conversions
892
Avg. Order
$64
Bounce Rate
38%
Traffic Overview
SessionsSummer Sale
3,204 clicks
ActiveNewsletter
1,857 clicks
ActiveRetargeting
946 clicks
PausedChallenge
Demonstration scenario: a professional services firm managing client reporting through email and spreadsheets, with no self-serve visibility for clients.
Strategy
A role-based client portal replacing manual reporting with live dashboards, scoped so each client only sees their own data.
Implementation
Next.js application with row-level access control, real-time data views, and exportable reports.