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FeaturesClient portals

Client portal software.

A live view each client or stakeholder can open any time — with today’s explanation written at the top.

An LDOO portal is a branded page for one client, created from a single sentence and kept current by every sync. Readers see what changed and why, the figures behind it, and the period they choose. No login to set up, no dashboard to build.

  • One sentence to a link
  • Your brand, your domain
  • Rewritten every day
The one sentence

Create portal.

one click on an answeror one sentence in Ask

The portal is built from the answer you’ve already read: the sources that client has connected, the figures that answer used, the period it covered. When the client wants a different angle, ask again.

Say

“Create a portal for Verde Studio, only people I add.”

Never

A widget picker, a drag-and-drop grid, or a chart you have to configure.

01 / What the client sees

The explanation first. The numbers right behind it.

Every morning the portal rewrites its own summary from the newest data, using the same path that writes a report’s Executive Summary. Below it, every figure says where it came from.

01
What changed

A short summary, rewritten each morning from the latest data.

02
At a glance

Headline figures with sparklines, each one able to say where it came from.

03
Trend

The prior period drawn dashed behind this one, the peak day marked, drag to zoom.

04
Breakdowns

Campaign tables, ranked bars and device split — chosen to fit the data.

05
Sources

Every source that client has connected, alone or together.

06
Take it with them

Share an exact view, or export it as a PDF or CSV.

Periods
7 days30 days90 daysMonth to dateYear to dateCustom rangevs previous periodvs same dates last year
02 / The shift

A dashboard shows what changed. A portal says why.

The always-on dashboard was meant to cut the “how are we doing?” emails. Clients open it, see a line go down, and email anyway. Every reporting tool shows you data. LDOO explains it in seconds.

Always-on dashboard

Shows the line going down.

Built and maintained by hand, widget by widget.

Leaves the client to work out why.

Generates the email it was meant to prevent.

LDOO portal

Says the line went down 12% and why.

Created from one sentence, kept current by every sync.

Leads with the explanation, the figures behind it.

Answers the question before it’s asked.

LDOO vs AgencyAnalyticsLDOO vs DashThis

03 / Who gets in

Open to a link, a password, or a named list.

Each portal shows one client’s data and nothing else. You choose how the door works, and you can change it, set an expiry, pause it or revoke it at any time.

01Anyone with the link

Read-only, no account needed.

02Password

Shared separately from the link. Locks after five wrong tries.

03Only people you add

They sign in with an emailed code or invite link. Anyone else can request access, and you approve it.

Sent from you, not from us

“Share with client” emails the link from your name, and replies come back to you. When a portal has a password, it travels in a separate email from the link.

04 / After you share it

You know when they opened it.

The first time a client opens their portal, you hear about it. After that you see the view count and 30 days of visits — so the QBR doesn’t start with “have you had a chance to look?”

Turn sections on or off, check the mobile layout before you send, and see exactly how each summary was written.

Views, last 30 days23
Last viewedtoday, 07:52
Sections showing6 of 6
AccessOnly people you add · 3 people
First viewed Tue 08:14 · notified you at 08:14

One client per portal. Nothing crosses.

Read the trust page
Isolated

A portal reads one client’s data. Row-level security enforces it in the database.

Locked out

Five wrong passwords lock the door for a while.

Revocable

Expire, pause or revoke a link in a click. It stops working at once.

Your brand

Your logo and domain. “Powered by LDOO” is optional on paid plans.

FAQ

Client portals, answered

Logins, access, freshness and what a client can and can’t see.

No. A portal opens from its link. Add a password, or limit it to people you name, who sign in with an emailed code.

Press Create portal under any answer, or type “create a portal for [client]” in Ask. There is no builder.

Yes. Figures update with every sync, and the What changed summary is rewritten each morning from the newest data.

A written summary, headline figures with sparklines, a trend against the prior period, campaign and channel breakdowns, a source filter and period presets including custom ranges and year-over-year.

No. Each portal is scoped to one client and enforced with row-level security in the database.

Yes. You are notified on the first view, and you can see the view count and 30 days of visits.

Give every client the answer, not a login.

Ask one question about a client, press Create portal, and send the link in under ten seconds.

  • One portal per client
  • Custom domain on Growth
  • See pricing