Implementation BlueprintExecution layer

DashboardFox White-Label Reseller Launch (7-10 days)

Stand up a branded DashboardFox reporting portal for a client, connect their database directly, and hand over live dashboards that the agency can bill as a monthly retainer. Time: 7-10 days.

By InnovaAI ResearchPublished Updated

Business Intelligence Tools

How do you implement it?

Blueprint

DashboardFox White-Label Reseller Launch (7-10 days)

Stand up a branded DashboardFox reporting portal for a client, connect their database directly, and hand over live dashboards that the agency can bill as a monthly retainer.

Prerequisites
  • Client database credentials for a supported source (PostgreSQL, MySQL, SQL Server, Oracle, Snowflake, BigQuery, or Redshift)
  • A DashboardFox plan sized to expected monthly active users, starting at $99 for 5 MAU or $249 for 30 MAU
  • Client logo, brand colors, and a subdomain or custom domain they control
  • Named client stakeholder who can approve KPI definitions and dashboard layouts
  • Agency admin account with sub-account creation rights on the DashboardFox instance
Execution Timeline
  • 1.Confirm the client's data lives in a supported database and pick native driver versus ODBC connection
  • 2.Map which teams will log in versus receive scheduled email reports, since only active users count toward the MAU cap
  • 3.Choose the plan tier: Starter at $99 for 5 MAU, Growth at $249 for 30 MAU, or Scale at $499 for 100 MAU
  • 1.Create the client sub-account from the DashboardFox admin interface
  • 2.Connect the database using the plan's ODBC drivers (2 on Starter, 5 plus TLS certificates on Growth)
  • 3.Verify table access and confirm no ETL layer is needed before building
  • 1.Build the first dashboard with the drag-and-drop builder for speed
  • 2.Draft the second dashboard in SQL for any metric the visual builder cannot express
  • 3.Apply Data Tags for row-level security so each client viewer only sees their own records
  • 1.Configure the custom domain and branding policy (1 on Starter, 3 domains and 5 branding policies on Growth)
  • 2.Replace DashboardFox branding with the client's logo and color palette
  • 3.Test the branded login URL from an external network
  • 1.Build the remaining KPI dashboards agreed in scoping
  • 2.Set up scheduled email reports for stakeholders who should not consume an active user seat
  • 3.Use Stored Procedures and Phrase Manager on Growth or above to standardize recurring queries
  • 1.Run a row-level security test with two different user logins to confirm data isolation
  • 2.Check dashboard load times against the client's largest tables
  • 3.Document every connection string, Data Tag rule, and report schedule in the agency runbook
  • 1.Train client staff on dashboard navigation, filtering, and report exports
  • 2.Hand over the branded portal URL and a one-page usage guide
  • 3.Confirm the monthly active user count sits inside the plan cap before go-live
  • 1.Monitor the first week of logins and adjust Data Tag rules if any viewer sees the wrong rows
  • 2.Add or remove scheduled reports based on which emails get opened
  • 3.Log the client's actual MAU count to forecast whether they need a plan upgrade next quarter
$99 to $499 per month for the DashboardFox plan, plus 12 to 20 hours of agency setup time billed at your standard rate7-10 days
ROI Logic

A Growth plan at $249 per month covers 30 monthly active users across a client account, and the agency productized offer for this build is priced at $670 per month, leaving roughly $421 in gross margin before delivery hours. Because DashboardFox counts monthly active users rather than seats, email recipients and idle client staff do not inflate the bill, so the agency keeps more of the retainer as the client's viewer list grows. Upgrading to Scale at $499 for 100 MAU only makes sense once the account crosses roughly 30 active viewers, which is the point where the retainer should be renegotiated upward.

Deliverables
  • White-labeled DashboardFox portal on the client's custom domain with their logo and color palette
  • Three to five KPI dashboards built in the visual builder or SQL against the client's live database
  • Row-level security configuration using Data Tags, tested with at least two viewer logins
  • Scheduled email report set for stakeholders who should not consume an active user seat
  • Agency runbook documenting connection strings, Data Tag rules, report schedules, and the current MAU count against the plan cap
Definition of Done

The client logs into their branded DashboardFox domain, sees only their own rows through Data Tags, and receives at least one scheduled email report without the account exceeding its monthly active user cap.

DashboardFox decision recordBrowse the Academy

More on DashboardFox

More for Business Intelligence Tools