Custom View

The right information for every stakeholder.

ClientView creates transparency between IT and business stakeholders by presenting portfolio data in the format each audience needs.

Velero ClientView dashboard screenshot
What Is ClientView?

Customized dashboards. Clear communication.

Rather than overwhelming users with raw data, ClientView presents information in stakeholder-appropriate formats while maintaining the detail needed for analysis and decisions.

  • Audience-specific dashboards.
  • Real-time data access.
  • Detailed drill-down when analysis requires it.
Core Features

Built for how organizations actually work.

Custom Layouts

Configure dashboards to match the information hierarchy and vocabulary of each stakeholder group.

Proactive Alerts

Surface risks, delays, and budget variances to the right people before they become problems.

Export and Reporting

Generate stakeholder reports on demand without manual data assembly or spreadsheet cleanup.

Who It Serves

A view for every role.

ClientView adapts the presentation to what each role actually needs to see and act on.

Project Sponsors

Strategic alignment, ROI tracking, and portfolio-level status without operational noise.

Functional Managers

Resource utilization, task status, risk flags, and budget detail for day-to-day decisions.

Executive Leadership

Single-page portfolio health, spending trends, and strategic initiative performance.

See ClientView in action.

Request a personalized demo to see how custom views can transform stakeholder communication.