Every client's reporting, from one login
Build a dashboard once, clone it for each client and send them a live link that opens without a login. Build it yourself, or have our team take the data work: the hard sources, the models and a first version for you to finish.
Northgate Ops Partners for Bluefin Logistics · October retainer
62% of this month's hours are used.
Monthly commitment
40.0 h
Hours used
24.8 h
▴ 6.5 h this week
Projected month end
41.6 h
1.6 h over at this pace
Overage last month
0.0 h
on commitment
Cumulative hours vs. commitment
Timesheets and help desk · synced 12 min ago
Northgate Ops Partners
Signed in once · Partner role
- Northgate Ops PartnersYour firm · scorecard, bonus pool, commissions
- Bluefin LogisticsRetainer portal · 3 sources
- Brightpath Classroom SystemsBacklog, scoreboard · 5 sources
- Trellis School SoftwareCustomer health · 7 sources
Switch between client orgs without signing out
With the Partner role you create a new organization for each client. Each one has its own sources, dashboards, automations and people. Your own firm's reporting lives in its own org next to them.
Switching clients is a menu, not a second password. Your agent works the same way: every MCP and CLI call names the org it is for.
- A separate org per client
- Your firm's own scorecard and billing in another
- Up to 20 client orgs on the Partner plan
Northgate Ops Partners
Signed in once · Partner role
- Northgate Ops PartnersYour firm · scorecard, bonus pool, commissions
- Bluefin LogisticsRetainer portal · 3 sources
- Brightpath Classroom SystemsBacklog, scoreboard · 5 sources
- Trellis School SoftwareCustomer health · 7 sources
- Keystone Office SupplyRep action board · live ERP database
One portal template, cloned for every client
Northgate built one delivery and billing portal: monthly commitment, hours used, projected month end and a work log by person and task. Each new client gets a clone with one filter changed.
A consulting firm on Cerebro sent five client portals this way in two weeks. A second firm now runs the same template for its own clients.
- Clone the dashboard for the next client
- Change the filter, the colors and the logo
- Every version saved, with restore
Northgate Ops Partners for Bluefin Logistics · October retainer
62% of this month's hours are used.
Monthly commitment
40.0 h
Hours used
24.8 h
▴ 6.5 h this week
Projected month end
41.6 h
1.6 h over at this pace
Overage last month
0.0 h
on commitment
Timesheets and help desk · synced 12 min ago
Northgate Ops Partners for Ridgeline Supply · October retainer
38% of this month's hours are used.
Monthly commitment
20.0 h
Hours used
7.6 h
▴ 2.0 h this week
Projected month end
17.9 h
2.1 h under at this pace
Overage last month
1.5 h
billed Oct 3
Timesheets and help desk · synced 12 min ago
Northgate Ops Partners for Halverson Builders · October retainer
71% of this month's hours are used.
Monthly commitment
60.0 h
Hours used
42.6 h
▴ 11.0 h this week
Projected month end
59.0 h
on commitment
Overage last month
0.0 h
on commitment
Timesheets and help desk · synced 12 min ago
A live link your client opens without a login
Turn on an embed and the dashboard gets a link. Put it in your client portal, a tab in their CRM or an email. It opens with live numbers and no Cerebro login.
Rotate the link's token or switch it off whenever you need to. The page shows "Powered by Cerebro Analytics" at the bottom. It isn't white-label.
Bluefin Logistics
October retainer · shared by Northgate Ops Partners
Northgate Ops Partners for Bluefin Logistics · October retainer
62% of this month's hours are used.
Monthly commitment
40.0 h
Hours used
24.8 h
▴ 6.5 h this week
Projected month end
41.6 h
1.6 h over at this pace
Overage last month
0.0 h
on commitment
Cumulative hours vs. commitment
Timesheets and help desk · synced 12 min ago
Grants with an end date, per org or per person
Share a dashboard with a client org and they see the page, not the raw tables behind it. When someone does need to query a source, grant it to their org or to one person, with an expiry date.
The same grant applies in the app, the API, the CLI, MCP and automations. Revoke it and it stops everywhere at once. Every change is recorded.
- Query or manage access, granted separately
- Org-wide or for one named person
- Expiry dates and an audit log
Query access
Bluefin timesheets · Postgres · read-only
| Granted to | Access | Expires |
|---|---|---|
| OrgBluefin Logistics | Query | Never |
| UserBluefin ops lead | Query | Dec 31 |
| UserContract analyst | Query | Nov 15 |
Each client gets their own report, on their own schedule
Automations live in the client's org. Send Bluefin a Monday summary by email, post a daily chart to another client's Slack and send a third client's numbers to a webhook. Pick the sections, the schedule and whether an AI write-up goes with it.
Bluefin · weekly retainer summary
ActiveSchedule
Mondays at 8:00 AM
Send to
Sections
- Hours used
- Projected month end
- Work log
- Invoices
What independent consultants ship for their clients
Some consultants built these alone with the dashboard assistant. Others had our team do the data work first. Names and numbers here are invented.
Keystone Office Supply · Action board
Good morning, Dana.
Month to date
$86.4k
92% of pace
Selling days
14 of 22
Calls logged today
9
target 15
Gone quiet, 60+ days
12
▾ 2
Call these first
| Account | Signal | Last order | |
|---|---|---|---|
| Lakeside Property Group | Gone quiet | 74 days | Log callDraft outreach |
| Pioneer Title Co. | Down 31% vs last year | 9 days | ✓ Called this cycle |
| Crossroads Church | Cross-sell: janitorial | 18 days | Log callDraft outreach |
ERP database, queried live · QuickBooks synced 20 min ago
A rep's morning call list
Built by a solo consultant for a distributor
Who to call first, which accounts are slipping, and Log call buttons that move the account down the list.
Summit Field Services · CRM hygiene
Spam review
In the queue
58
▾ 22 this week
Needs a decision
19
Hand raisers
4
check these first
Marked junk
312
last 30 days
Review queue
| Contact | Source | Reason | |
|---|---|---|---|
| contact-88213 | Web form | Disposable email | JunkNot spam |
| contact-88207 | Chat | Gibberish name | ✓ Marked junk |
| contact-88191 | Web form | Duplicate phone | JunkNot spam |
Zoho CRM · synced 3 min ago
A CRM spam queue with buttons
Built by a solo consultant for a B2B services company
Junk and Not spam run a CRM function for that contact, and the row disappears.
Trellis School Software · Customer portfolio
Our schools. Our relationships.
Likely active schools
1,284
Confirmed by 2+ sources
1,031
80% of active
Quiet current customers
96
needs an explanation
Records needing a decision
212
▾ 40 this week
Where the systems disagree
| School | CRM | Last app use |
|---|---|---|
| Riverside Middle | Customer | 94 days |
| North Hills Academy | Churned | 2 days |
| Lincoln Charter | Prospect | 11 days |
CRM, help desk, two billing systems and the app database · synced 25 min ago
Customer health across six systems
Built by a partner at a consulting firm for a SaaS client
Every customer matched across the CRM, help desk, billing and the app, with a confidence score and the team that fixes each record.
A consultancy that runs client work on Cerebro
A Zoho partner whose consultants answer client questions with the SQL attached, and roll out one dashboard template to every client.
The rest of what you need to run client work
Share across orgs
Your own database
Dashboard actions
Version history
Agents with your access
Audit log
How to start
- 01
Create the client org
Sign up, add an organization for your first client and connect their sources. If a source is hard, we connect it for you. - 02
Describe the page
Tell the assistant who the page is for and what they decide with it. It writes the queries and the layout. - 03
Share it and schedule it
Turn on the embed link, set grants and add a weekly email. Clone it for the next client.
Scale and Partner
Both plans are billed every 4 weeks. The price is a prepaid pool of credits for syncs, questions, dashboards and automations.
Scale
$2,500/ 4 weeks
- 10 organizations
- 250,000 credits included
- Custom dashboards, embeds, automations and actions
- MCP, CLI and API
Partner
$5,000/ 4 weeks
- 20 organizations
- 500,000 credits included
- Custom dashboards, embeds, automations and actions
- MCP, CLI and API
Start free with one org. Move to Scale or Partner when you add clients, or talk to us about partner pricing.
Questions agencies ask
Do my clients need Cerebro accounts?
Not to view. An embed link opens the live dashboard with no login, in a browser, a client portal or a CRM tab. Give a client their own login only if you want them asking questions or building pages themselves.
Can I white-label the dashboards?
Not today. A dashboard can use your client's colors, fonts and logo, but an embedded page shows "Powered by Cerebro Analytics" at the bottom.
What does the Partner role do?
A Partner can create new client organizations and switch between them from one login. Inside each org you have admin rights, so you connect sources, build dashboards and set grants there.
Can a client see another client's data?
No. Each client is its own organization with its own sources. Sharing a dashboard across orgs shares the page, not the raw tables. Data source grants decide who can query what, and they apply in the app, the API, the CLI, MCP and automations.
What happens when a client leaves?
Revoke their grants and turn off their embed links. Revoking a grant stops it everywhere at once, and every grant change is recorded in an audit log.
How many client orgs can I run?
Free and Starter include 1 organization, Growth includes 3, Scale includes 10 and Partner includes 20.
Is there partner pricing?
Yes. If you run more than a few client orgs, or you want the platform fee separated from custom pipeline work, talk to us and we'll set up a partner agreement rather than have you stack plans.
Can I build one dashboard and stamp it across every client?
Today you clone a dashboard into each client org and share it, which the CLI does in one command. Templates that push changes to every copy are in development. Per-rep copies limited to one person's accounts are in preview.
Consultants on Cerebro
“I had to search through thousands of records today for something that isn't easily searchable in Zoho, and Cerebro did it very quickly and then gave me the SQL code that I could run myself to generate a report to share with the client for verification.”
“I've spent most of the day building and reworking our company scorecard and our client dashboards. I've made a lot of progress and learned a lot. Pretty amazing tool.”
“Not only does Chase come back with it resolved, he says, hey, I added this new feature to the dashboard too.”
Build the first client portal
Sign up free and build it yourself, or talk to us and we take the data work while you keep the client.