Client reporting for SDR teams
Give each client a portal showing their own meetings, reports and billing — the same rows your team sees — plus scheduled reports that deliver themselves. No monthly export, no assembled deck.
What this gets you
- Clients log in and see their own meetings, reports and billing
- The client reads the same rows your team reads — not a re-exported copy
- Scheduled reports deliver automatically on a cadence you set
- No-shows and credits are visible rather than quietly netted off
- Pre-aggregated rollups mean reporting does not get assembled by hand
The monthly report problem
Someone exports activity, pivots it per client, formats it, and sends it. It takes most of a day, it is stale on arrival, and because it is a separate artefact it can disagree with the invoice — which is how a reporting task turns into a trust problem.
The underlying issue is that the report is a copy. Any copy can drift from its source, and the client has no way to check.
One source, two audiences
Dialbrew gives each client a portal with its own roles — CUSTOMER_ADMIN and CUSTOMER_MEMBER — where they see their meetings, their reports and their billing. Crucially these are the same underlying rows your team works with, scoped by tenancy, rather than an extract. When your number changes, theirs changes.
That removes a whole category of conversation. There is no reconciling two documents, because there is one.
Reports that send themselves
Scheduled customer reports are configured per client and delivered on a cadence by a background sweep. Nobody assembles them. If a client wants weekly instead of monthly, that is a setting rather than a new recurring task in someone’s calendar.
Underneath, performance rollups are pre-aggregated per SDR and per SDR-per-project, so reporting reads from prepared aggregates rather than recomputing over raw activity. That is what makes a live portal viable instead of slow.
Show the no-shows
The tempting move is to report booked meetings and quietly net the no-shows out of the billing total. It is also the fastest way to lose a client when they eventually notice.
Dialbrew treats held, no-show and no-show-with-reschedule as distinct recorded outcomes, visible to the client, with a defined compensation matrix deciding the credit. A client who can see that a no-show was credited automatically trusts the numbers that sit next to it. The transparency is cheaper than the alternative.
What clients can see
- Their meetings, with outcomes
- Their reports, on whatever cadence is configured
- Their billing — including which meetings are on which invoice, and the frozen price each was billed at
- Their own DNC list
- Their team, with the ability to invite their own colleagues as admin or member
They cannot see other clients, your other rosters, your rep commissions or your margins. Scope is enforced by tenancy and permissions, not by which page you link them to.
For your own team
Internally the same data drives reporting dashboards, an order book, a manager task queue and global search. The point of a single source of truth is that the client view and the internal view are two renderings of one set of facts, not two systems that have to be kept in step.