Terms of service
Effective October 17, 2026. ClientDashboard.ai is operated by Toby the Doby, LLC, Wisconsin, United States.
By using ClientDashboard.ai you agree to these terms. If you do not agree, do not use the service.
What we do
We read spreadsheets you connect, build dashboards from them, and keep those dashboards current. You keep ownership of your data. We do not sell it.
Your account
You are responsible for who you invite and for any link you share publicly. Anyone with a unprotected link can view that dashboard. PIN-protected links require the PIN; sign-in-required links require an approved viewer account. New dashboards start with link sharing off. Search-engine exclusion is not access control.
Your data
Only connect data you are allowed to share. Do not connect protected health information or other regulated personal data unless we have agreed to that in writing.
Pricing and fair use
Your first three dashboards are free. The paid plan is $99 per year and includes unlimited clients, dashboards and teammates, subject to fair use. ClientDashboard.ai is built for small and growing businesses, and the plan is sized for their normal use.
Some of our costs, such as third-party AI processing, change over time. We keep them low by doing most calculations with our own internal engine rather than paid AI services. If your usage grows well beyond typical use, we will tell you before anything changes. Additional use is then offered in increments of $99 per year, and you may set a spending cap so you are never charged beyond it. If you prefer not to add increments, we may limit usage above the fair use level instead of charging you.
We may adjust pricing and fair use thresholds with advance notice. Changes apply from your next billing period, never to a period you have already paid for.
Availability
We work to keep the service running and accurate, but it is provided as is, without warranty. Figures shown come from your source data; check them before acting on them.
Ending the service
You may stop using the service at any time. We may suspend accounts that abuse the service or break these terms.
Changes
We may update these terms. Continued use after an update means you accept the new terms.
Governing law and contact
These terms are governed by the laws of Wisconsin, United States, except where applicable mandatory law requires otherwise. Questions about billing, cancellation, account closure or these terms can be sent to team@clientdashboard.ai.