Data reporting retainer portal
A client portal where a data consultancy delivers monthly reporting packs, source check notices, metric definitions, data questions and actions.
- Industry
- Technology-Oriented Consulting
- Team
- Client services, Operations
- Use case
- Client portals, Requests and exceptions
- Tags
- Client reporting
- Includes
- 3 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Metric definition register
Page · Embedded on site route /definitions · Requires sign-in
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Data question answer record
Page · Embedded on site route /questions/active-members · Requires sign-in
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Source check and data gap notice
Page · Embedded on site route /packs/source-check · Requires sign-in
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Dashboards
App · Client routes: /, /actions, /definitions, /definitions/propose, /onboarding, /packs, /packs/source-check, /questions, /questions/active-members; seller team routes: /team · Requires sign-in
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Tasks
App · Client routes: /actions · Requires sign-in
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Project Chat
App · Client routes: /questions · Requires sign-in
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Forms
App · Client routes: /definitions/propose · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for data consultancies with reporting retainers. A fixed sidebar with a pack status card leads to the monthly packs, the source check and data gap notice, the metric definition register with a form for proposing definitions, data questions and their answer records, actions, files and file requests, and onboarding. The consultancy keeps a separate team workspace for administration.
- Overview with live KPI blocks and a pack status card in the sidebar
- Monthly packs with live section and trend charts
- Source check and data gap notice shared as a FuseBase page
- Metric definition register with a form for proposing definitions
- Data questions in project chat, with answer records
- Actions board with tasks
- Files and file requests
- Onboarding checklist
- Consultancy-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo overview and check how the pack status and KPI blocks introduce the month.
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Map your reporting cycle
Decide which packs, definitions and data questions your clients should follow each month.
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Plan client access
In the linked Site only the overview opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Data reporting retainer portal help me do?
It delivers each monthly reporting pack with its source check notice, keeps metric definitions and data questions on record, and tracks the actions that follow.
Which documents are included?
Three shared FuseBase pages: the metric definition register, a data question answer record and the source check and data gap notice.
How does a client propose a new metric definition?
The Propose a definition page embeds a form from the Forms app next to the current register details.
Where are data questions answered?
Questions start in Project Chat on the Questions page. A settled question gets an answer record page with live KPI blocks.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the packs, definitions, questions, actions, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.