The Complete
Client Portal
Everything your clients need to track their delivery — without a Salesforce license. Real-time visibility, zero friction.
Built for Everyone on the Team
Different roles need different things. The portal surfaces exactly what matters to each person.
Project Managers
Board, Burndown Charts, Cycle Time Analytics, and Dependencies help you track delivery without asking for updates. See pipeline health, bottlenecks, and blocking items at a glance.
Executives
Metrics Dashboard, Workload Distribution, Escalation Tracking, and Reports give you the 30,000ft view. Know budget burn, delivery velocity, team capacity, and SLA health without scheduling a meeting.
Team Members
Activity Feed, AI Draft, Hours, CSV Import, and Search keep you in the loop. Draft work items with AI, bulk-import from spreadsheets, log time with quick presets, and stay aligned without extra meetings.
External Stakeholders
Status Page, Documents, and Print View make sharing outside your team effortless. Send a link, not a spreadsheet.
The Visual Feature Tour
36+ pages and 23 components, each designed to eliminate a specific pain point. Here's what the portal looks like in action.
Kanban Board
A visual delivery pipeline. Work items are grouped into stage-based columns that update in real time. Priority badges, assignee avatars, and color-coded headers make status instantly scannable.
Activity Feed
Everything that happened across all work items in one scrollable timeline. Tabs filter by type: comments, hours, stage changes, field changes. Auto-refreshes every 30 seconds.
Hour Logging
Log time against any work item with quick presets (15m, 30m, 1h, 2h, 4h, 8h). Pick a past date for catch-up entries. Every entry shows approval status so you know what the client sees.
Metrics Dashboard
Executive summary cards showing active items, completion rate, hours burned, and budget remaining. Pipeline breakdown chart visualizes where work is concentrated. Phase detail table drills into each stage.
Timeline
A horizontal delivery timeline grouped by month. Each work item appears as a node colored by its current stage. Node size reflects priority. Hover to see days-in-stage aging.
File Viewer
Search across every file attached to every work item. Files are grouped by work item with type icons (PDF, image, doc, spreadsheet). One-click download for any file.
Search
Global search across all work items. Start typing and results appear instantly with debounced filtering. Results show title, stage, priority, and assignee.
Reports
One-click CSV export for three report types: work items (all fields), hours (by person and item), and activity log (full audit trail). Download and open in any spreadsheet tool.
Health Dashboard
Connection status between the portal and your Salesforce org. Response time monitoring shows API latency. Sync health percentage tells you if data is flowing correctly.
Settings
Passkey registration for passwordless login. Dark mode toggle. Notification preferences for email and in-app alerts. Weekly digest signup to get a summary every Monday.
Burndown Chart
Track sprint and release progress with a visual burndown. An SVG chart plots the ideal burn line against actual completions over configurable time windows (7 to 90 days). Instantly see if you are ahead, behind, or on pace.
Cycle Time Analytics
Measure how long work items spend in each stage. Horizontal bar charts show average days per stage so you can pinpoint bottlenecks. A dedicated indicator highlights the slowest stage.
Developer Workload
See team capacity at a glance. Work items are grouped by assignee with priority breakdowns and capacity bars. Green means healthy load, yellow means heavy, red means overloaded.
Dependencies
Visualize blocking relationships between work items. See which items are waiting on others and which items are holding up the pipeline. Filter by blocked, blocking, or clear status.
Escalations
Track escalated items and SLA health across all active work. Items are classified as On Track, At Risk, or Breached based on how long they have been in their current stage. Critical items pulse red.
AI Draft
Type a one-line description and let AI generate a full work item: title, detailed description, acceptance criteria, estimated hours, priority, and type. Review, edit, and submit directly to the board.
Recurring Items
Configure work items that automatically recur on a schedule. Set daily standups, weekly deploys, biweekly reviews, or monthly reports. Enable, pause, edit, or delete any schedule.
CSV Import
Bulk-create work items from a CSV file. Upload, map columns to fields, review with validation, and import. Handles quoted values, BOM characters, and empty rows. Download a template to get started.
Built Different
This is not another SaaS portal bolted onto a database. It is a direct window into your Salesforce org — with enterprise security and zero vendor lock-in.
Enterprise Salesforce Backbone
All data lives in Salesforce. Encrypted at rest and in transit. Backed up by Salesforce infrastructure. SOC 2 compliant. Your data never touches a third-party database.
Zero-License Client Access
Clients see everything without buying Salesforce seats. One API key connects the portal to your org. No per-user licensing. No seat negotiations.
Real-Time Sync
Changes in Salesforce appear in the portal within 30 seconds. No manual refresh. No stale data. Stage changes, comments, hours, files — all synced automatically.
Open Source
BSL 1.1 license. Read every line of code on GitHub. No black boxes. No vendor lock-in. Fork it, extend it, or just read it to know exactly what it does.
Ready to Give Your Clients
Real-Time Visibility?
Try the portal yourself, install Delivery Hub in your Salesforce org, or read every line of source code on GitHub.