White-label your Dashboards for customers
Three approaches to delivering client-specific Looker Studio dashboards with DataHawk data isolation, from manual duplication to portal-based delivery.
This guide outlines three approaches to delivering client-specific dashboards in Looker Studio while ensuring data isolation when using DataHawk data.
Each approach aligns with a different level of scale and operational maturity, from manual duplication to fully automated, portal-based delivery.
This guide is meant to help you choose the most efficient setup for your client base and reporting needs.
We strongly advise against using the full scope of the Analytics Essentials Template. The sheer volume of sources significantly complicates the required filtering, so a small, targeted perimeter is recommended.
Summary Table
| Method | Best For | Pros | Cons |
|---|---|---|---|
| 1. Duplicate Dashboard | <10 clients, simple setups | Easy to set up, no tools | Manual updates, error-prone |
| 2. Master + Google Sheets URLs | 10–50 clients | Scalable, one dashboard to maintain | Does not enable customer-level customization |
| 3. Portal (Retool / no-code) | 50+ clients, need secure portal | Very secure, scalable, extensible | Setup cost + time |
Method 1: Duplicate Dashboard + Hard-Coded Filters
Overview
This method consists of making one copy of the Looker Studio dashboard per client and applying fixed filters directly inside each copy. You then share each dashboard with view-only access.
How It Works
Duplicate your master dashboard.
Apply hard-coded filters on Account Key, Tags, or any field that you want to filter the data on.
Rename the dashboard to the client's name.
Test all tabs to ensure filtering has been applied thoroughly.
Share with view-only permissions.
Best Adapted For
- Agencies managing fewer than 10 clients.
- Dashboards that do not change frequently.
Benefits
- Very simple to set up, no additional tooling required.
- Full control over what each client sees.
Inconvenients
- Manual duplication for each new client.
- Any dashboard update must be repeated manually across all copies.
Method 2: Master Dashboard + Google Sheets URL Filter Generator
Overview
This approach keeps one master dashboard in Looker Studio but generates pre-filtered anonymised dashboard URLs via a Google Sheet referential. Each client gets a specific link that automatically filters the dashboard to their data.
Best Adapted For
- Agencies with 10 to 50 clients.
- Frequent dashboard updates (only update the master).
Benefits
- Only one dashboard to maintain.
- Updates automatically benefit all clients.
- Scalable and low-effort once configured.
Get Started
Contact your Account Manager if you would like us to help you set up this solution.
Method 3: No-Code Portal With Embedded Dashboards
Overview
This method uses a no-code tool (Bubble, Retool, Lovable…) to create a secure portal where clients log in. The Tool filters data based on the client's login credentials and embeds the Looker Studio dashboard, or its own UI connected to your db.
Best Adapted For
- Agencies with 50+ clients.
- Need for a branded, secure, professional portal.
- Use cases requiring more than reporting (forms, actions, alerts, CRM, etc.).
Benefits
- Very secure: server-side filtering.
- Scalable to hundreds of clients, central portal with user management.
- Can integrate additional features beyond dashboards.
Get Started
Contact your Account Manager if you would like us to help you set up this solution.
Analytics Essentials User Guide
A ready-to-use Looker Studio template covering products, keywords, ads, sales, finance, traffic, and inventory; one dashboard for your Amazon business.
Tips & Tricks Overview
Advanced use cases and guides for getting more out of DataHawk, including Power BI alerts, automation, and custom integrations.