Privacy policy
Effective October 17, 2026. ClientDashboard.ai is operated by Toby the Doby, LLC, Wisconsin, United States. This explains what we collect and what we do with it.
What we collect
Your name and email address when you sign up. The client details and spreadsheet links you add. The rows we read from the spreadsheets you connect. Basic technical logs needed to run the service, which may include requested addresses. Preview creation also uses a hashed IP address and browser marker to limit abuse. Browser storage keeps account sessions, appearance preferences and unsaved drafts.
How we use it
To build and refresh your dashboards, to sign you in, and to support you. We do not sell your data and we do not use your client data to train our own models. For AI-assisted analysis, relevant sheet headings, samples, calculated facts, questions and notes may be sent to AI processing providers. Their processing is distinct from the arithmetic checker.
Who can see it
Members of your workspace, according to the role you give them, and anyone you hand a enabled unprotected share link to. PINs and sign-in-required viewer lists can restrict access. Shared views expose selected reporting rows and definitions, not the original workbook file; recipients may retain exposed data. Our hosting, database, payment, email and AI providers process data to deliver the service.
Anonymous previews store the submitted link and reporting data. Anyone holding the preview address can open that preview; an account is not required. Use a non-sensitive reporting copy for a public trial.
Connected apps
When you connect an app, we store its address and the key you provide on our servers only; they are never shown back in the browser. Once a day we request monthly totals from it. We accept month labels and numbers only and reject anything else, such as names or emails. Disconnecting deletes the address and key; the dashboard keeps the numbers already received until you delete it.
Keeping it
We retain reporting data to provide the service. Deleting a dashboard removes its active dashboard record; dependent records, logs, backups and provider copies may have separate retention periods. Contact us to request account closure or data removal. We do not promise immediate deletion from every system or a fixed backup-erasure period.
Health data
The service is not intended for protected health information. Connect summary figures, not patient records. Do not connect regulated personal data without a separate written agreement.
Contact
For access, correction, removal, account closure or privacy questions, contact team@clientdashboard.ai. We may need to verify your authority over the account before acting.