Client portal Your marketing. One screen.
Every client gets their own custom-built portal — and it’s more than live data. Your strategy, every decision we make, and your results, all in one place and available 100% of the time. It’s where your entire marketing operation lives, so it never depends on any one person.
$19/mo on its own · free with any service
Top-10 ranks
24
▲ vs last period
Website visits
3,180
▲ vs last period
Ad spend
$1,250
On budget
Cost per lead
$38
▼ vs last period
Traffic
30 days
This periodLast period
SEO action items
3 open
HighMissing meta descriptions
MedCompress oversized images
LowAdd alt text to gallery
Monthly summary
Ready
Illustrative preview · sample data
Live demo
Don’t imagine it. Click around.
A working demo portal for a sample business. Click through it the way a client would — yours is built the same way, personally for your business.
What’s inside
Built for clarity. Not complexity.
Seven features, one screen. Everything you need to understand your marketing — and everything we do, captured in one place so nothing lives only in someone’s head.
01
Live Marketing Data
Google Ads, website traffic, and search performance in one place, updated in real time.
02
Period Comparison Charts
See performance side-by-side across time periods at a glance.
03
SEO Action Items
A prioritized, categorized list of technical SEO issues with fix instructions.
04
Monthly Report Summaries
Auto-generated, plain-English reports delivered inside the dashboard each month.
05
Executive Scorecards
Key metrics surfaced at the top so you always know your numbers.
06
Direct Messaging
Message the partner on your account — usually Preston — right inside your dashboard. No separate app, and every reply is logged where your whole team can see it.
07
Secure, Personal Portal
Every client gets their own private URL. No login needed. Built just for them — and available 100% of the time.
How it connects
Every channel in. One screen out.
Google Ads, website traffic, and search performance in one place, updated in real time — no logging into five platforms.
- Keyword rank trackingDaily
- Analytics & ad performanceNear real time
- Monthly summaryAutomatic at month-end
Task board
Your projects. Always visible.
Every client gets a personal task board inside their portal — a live view of what we’re working on, what’s next, and what’s done. Preston runs the work; the board keeps it visible to you, so progress never lives only in one person’s head.
In progress
NowUp next
Done
Your board updates in real time as the work happens. No check-in meetings needed.
Pricing
$19 on its own. Free with any service.
Dashboard alone
$19/MO
Your private portal, live data, and direct line to Preston — month-to-month.
With any other service
$19Free
Add SEO, Google Ads, Meta Ads, customer analysis, or any retainer plan and the dashboard comes at no additional cost.
Share it with your whole team in one click · no per-seat pricing
Build your planReady to see inside
Ready to see your dashboard?
Your private portal, your whole marketing operation, and a direct line to your partner — set up within your first two weeks. Always on, so you’re never waiting on one person.
What does the client dashboard show?
Live keyword rankings, website traffic, ad spend, cost per lead, Google Business Profile metrics, and campaign health alerts — plus your strategy, your task board, and plain-English monthly summaries. Your whole marketing operation in one place, updated daily, with a direct message thread to your partner.
How often is the data updated?
Keyword rank tracking updates daily. Analytics and ad performance data update in near-real-time (Google's reporting delay applies). Your monthly summary is delivered automatically at month-end.
Do I have to pay extra for the dashboard?
The dashboard is $19/mo on its own, but it's included free with any other service. If you add SEO, Google Ads, Meta Ads, customer analysis, or any retainer plan, you get the dashboard at no additional cost.
Can I share the dashboard with my team?
Yes. You get a private URL and can share the view with anyone on your team in one click. No per-seat pricing.
Can I message you through the dashboard?
Yes — a direct message thread with the partner on your account (usually Preston) is built in. No email chains, no ticket queues, and every message is logged in your dashboard. Responses within a few hours during business days.
What happens if Preston isn’t available?
Your dashboard holds everything: your strategy, every decision, your task board, and your full history — available 100% of the time. Because it’s all captured here, not in one inbox, and everyone at cruxdata is a partner, your marketing keeps moving no matter who’s at their desk.