Custom View

The Right Information for Every Stakeholder

Velero ClientView creates transparency between IT and business stakeholders,presenting information in the format each audience needs, with real-time data and the detail required for analysis and decisions.

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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 decision-making. Real-time data access ensures every stakeholder receives accurate, timely information.

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Stakeholder-Appropriate

Each view is tailored to what the audience actually needs,not a one-size-fits-all data dump.

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Real-Time Data

Always accurate, always current,no waiting for weekly reports or manual exports.

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Full Detail When Needed

Drill down to underlying data whenever analysis requires it,without switching tools.

Core Features

Built for how organizations actually work

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Customizable Layouts

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

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Proactive Alerts

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

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Export & Reporting

Generate stakeholder reports on demand, in the format they prefer,without manual data assembly or spreadsheet wrangling.

Who It Serves

A view for every role

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

Functional & Project Managers

Operational Control View

Resource utilization, task status, risk flags, and budget tracking,full operational detail for day-to-day decision-making.

Executive Leadership

Portfolio Dashboard View

Single-page portfolio health, spending trends, and strategic initiative performance across the entire organization.

See ClientView in action

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