Showcase: Sharing Perfex CRM Reports with Clients via Embeds & Iframes

Transparency and communication are the cornerstones of strong client relationships. When managing projects, finances, or support tickets in Perfex CRM, your clients often want to see the numbers. Instead of manually exporting PDFs or Excel files every week, what if you could share a live, beautifully formatted dashboard that updates itself?

With the latest Interactive Embed Report Generator in Data Builder for Perfex CRM, sharing data has never been easier or more professional.

The Power of Public Embedded Reports

Data Builder allows you to mark any custom view as "Public." Once a report is public, it can be securely accessed outside of the Perfex CRM admin portal without requiring the user to log in.

Here are the primary ways you can utilize this powerful feature:

1. Sending Live Reports via Email

Need to send a weekly financial summary or a project hours breakdown to a client?

Simply grab the public URL generated by Data Builder and drop it into an email.

• The Client Experience: They click the link and instantly see a polished, full-screen dashboard (with optional Dark Mode support). The data is pulled directly from your CRM in real-time (or via high-speed cache).
• No Logins Required: Your clients don't need a Perfex CRM account or portal access to view the specific data you choose to share.

2. Embedding Dashboards into Client Portals (Iframes)

If you have a custom client portal on your own website, or you use a platform like Notion or WordPress for client onboarding, you can seamlessly embed your Perfex CRM charts directly into those pages.

Using our new Embed Modal, you can generate an HTML <iframe src="..."></iframe> snippet with a single click. Just paste that snippet into your website's HTML editor.

The New Interactive Embed Modal

We've completely overhauled the workflow for generating these shareable links and iframes to give you maximum control over what the client sees.

Customization Options Include:

• Show Chart: Toggle the visual chart (Bar, Line, Pie, etc.) on or off.
• Show Data Table: Choose whether to include the raw data table below the chart. Hide it if you only want the client to see the high-level visual summary.
• Dark Theme: Switch the embed output to a sleek Dark Mode to perfectly match your brand's website aesthetic.

As you toggle these checkboxes, the Live Preview updates instantly, and the underlying embed code automatically adjusts. Once you are satisfied with the look, simply click Copy Code.

Live Embed Example

Below is a live example of an interactive embedded report. Try hovering over the chart elements or interacting with the data table!

Explore More Examples: Want to see different chart types and datasets in action? Check out our full gallery of Public Chart Report Demos to experience the capabilities firsthand.

Conclusion

The Embed Report feature transforms Data Builder from an internal analytics tool into a powerful client-facing asset. By providing your clients with transparent, real-time access to key metrics—without the hassle of manual exports—you build trust and demonstrate unmatched professionalism.

Try embedding your first public chart today and see how it elevates your client communication!

> [!TIP]

> If you need a comprehensive, multi-angle business review combining multiple charts on a single page, make sure to explore our new Multi-Chart Analytics Dashboards feature. It allows you to build custom dashboards with draggable widgets, auto-refresh intervals, and pre-formatted text presets!