Dashboard builder

A SaaS admin dashboard behind your product
so support can read the whole account.

Describe how your product is sold and Netiva builds an internal web app for customer accounts, plan tiers, seat counts, weekly usage and every support conversation — with code you own.

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Starter prompt

Build an internal admin web app for a B2B SaaS with about 300 customer accounts. Store each account with company name, workspace ID, plan tier, lifecycle status (trialing, active, past due, paused, churned), seats purchased, monthly value, the date a trial or renewal lands and the teammate who owns it. Keep the people on each workspace, a weekly usage snapshot with active users and key actions, plus a support log entry for every conversation. Give us an account list searchable by company, workspace ID or contact email, an account page that shows one customer in full and a list of trials ending in the next 14 days.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this SaaS admin dashboard is for

By the time a subscription product passes a few hundred accounts, answering one support email means opening three tools: the billing portal for the plan, a database console for the workspace and a shared inbox to recall what this customer asked last quarter. Nobody has a single view of who is on a trial, who filled their seats and who stopped logging in. A SaaS admin dashboard built with Netiva puts accounts, plan tiers, seats, weekly usage and the support log on one page per customer, so answers take a minute and drifting accounts surface before renewal.

Key features

What your SaaS admin dashboard can do

  • One page per customer account

    Open an account and the plan tier, workspace ID, seats, the people inside the workspace, the last few weeks of usage and every earlier conversation are already on the screen.

    • Search by company, workspace ID or contact email
    • Lifecycle status and the trial or renewal date at the top
    • The people on the workspace, with role and last seen date
    • Support history in date order under the usage figures

  • Plan tiers, seats and trials

    Keep what an account pays for next to what it actually uses: seats bought against seats filled, the tier it sits on and the date a trial or renewal lands.

    • Seats purchased against seats filled per workspace
    • Trials ending in the next 14 days, soonest end date first
    • Saved views by tier, by owner or by lifecycle status
    • Monthly value totaled per tier for a quick read

  • Usage snapshots from your product

    A weekly row per account — active users, key actions, storage — typed in by the team or fetched from your product’s own REST API with the key stored securely, so the trend survives the number.

    • One snapshot per account per week, kept as history
    • Accounts whose usage fell three weeks running
    • Key actions counted the way your product defines value
    • Keys for your own endpoints stored securely

  • The week’s work, sent to you

    Scheduled email puts the list in front of whoever owns it: trials about to end, workspaces that went quiet, past-due subscriptions and the follow-up somebody promised on a call.

    • Monday digest of trials ending, quiet workspaces and past-due accounts
    • Follow-up reminders raised from the support log
    • Alert when a paying workspace records no usage
    • Digest sent to the teammate who owns the account
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Accounts

Every customer workspace, the plan it pays for and where it stands today.

  • Company name (required) Text
  • Workspace ID (required) The tenant ID your product uses, so support can match this record to the live account Text
  • Plan tier (required) Your own tier names, such as Free, Team, Growth or Custom Text
  • Lifecycle status (required) Trialing, active, past due, paused or churned Text
  • Seats purchased (required) What the subscription covers; compare with the contacts on the workspace Number
  • Trial or renewal date The trial end date while an account is trialing, the next renewal date once it pays Date
  • Monthly value The normalized monthly subscription amount your billing provider reports Number
  • Account owner The teammate who looks after this customer, such as a customer success manager Text

Account contacts

The people inside each customer workspace and what they do there.

  • Account (required) Relation to Accounts
  • Name (required) Text
  • Email (required) Text
  • Role on the account (required) Owner, admin or member, as your product defines them Text
  • Invited on Date
  • Last seen on Last sign-in, typed in or fetched from your product’s API Date
  • Notes Paragraph

Usage snapshots

One row per account per week, so a trend is still readable months later.

  • Account (required) Relation to Accounts
  • Week starting (required) The Monday of the week these numbers cover Date
  • Active users (required) Number
  • Key actions (required) Whatever means value in your product: reports run, messages sent, API calls Number
  • Storage used In gigabytes, if storage is part of what customers pay for Number
  • Source Typed in or fetched from the API, so odd figures can be traced Text

Support log

Every exchange with a customer, kept against the account it belongs to.

  • Account (required) Relation to Accounts
  • Logged at (required) Date & time
  • Topic (required) Onboarding, bug, billing question, data request or cancellation Text
  • What happened (required) Paragraph
  • Passed to engineering Yes or no Text
  • Issue number The reference your tracker gave it, if it went to engineering Text
  • Follow up on Date
  • Logged by (required) Filled in from the signed-in teammate Text

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Account list

    Every customer with plan tier, lifecycle status, seats and monthly value, searchable by company, workspace ID or contact email.

    Your team

  • Account detail

    One customer in full: plan and seats, the people on the workspace, the last weeks of usage and the whole support log.

    Your team

  • Trials ending

    Trials expiring in the next 14 days, ordered by end date, with seats filled so far and whether the workspace has run a key action yet.

    Your team

  • Quiet accounts

    Paying workspaces whose weekly usage dropped or stopped, ordered by monthly value, each with its most recent conversation.

    Your team

  • Support log

    Recent exchanges across all accounts, filtered by topic, by what went to engineering or by the teammate who handled it.

    Your team

  • Seat usage

    Seats purchased against seats filled for every paying workspace, with monthly value totaled per tier.

    Your team
How it works

From prompt to a live SaaS admin dashboard

  1. Describe how you sell

    Tell Netiva your tier names, what a seat means in your product and which statuses an account moves through. The agent drafts collections for accounts, contacts, usage and the support log.

  2. Bring your customers in

    Type today’s accounts into the collection grid, or ask for a nightly read from your billing provider’s API. The collection assistant can tidy company names and fill missing tiers across rows.

  3. Rearrange the account page

    Load a real customer in the live preview and look at it the way support will. Annotate what belongs higher — seats, the last conversation, the trial date — and the agent moves it.

  4. Ship it to the team

    One click publishes the admin, and support and customer success sign in with their own accounts. Run it on a subdomain of your own once you are on a plan that includes custom domains.

Why Netiva

Netiva vs a traditional build

Building a SaaS admin dashboard with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Looking up a customer One account page carrying plan, seats, usage and every past conversation Three tabs: the billing portal, a database console and an old inbox thread
Trial follow-up A trials-ending list with activation signals, emailed to the team each Monday A calendar reminder and whoever remembers to open the signup list
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A two-founder tool before the first support hire

    Both founders answer email over coffee. The account page tells them straight away whether the person writing is on day three of a trial or a paying customer with 40 seats, and what the last exchange was about.

  • A 25-person SaaS with customer success

    Each customer success manager keeps a saved view of their own accounts. Before a renewal call they read seats filled against seats bought, four weeks of usage and every note, rather than asking the customer to repeat the story.

  • A developer tools company billed on usage

    A Monday job reads API call counts per workspace from the company’s own endpoint. The founder sees which account tripled its volume and needs a bigger tier, and which one has gone silent since a failed deploy.

Good to know

Before you build

  • Your billing provider stays the record

    The admin holds the tier, seats and monthly value your team works from. Subscriptions, invoices and card charges live with your billing provider, and the two only agree if you edit the field or read the plan from that provider’s API.

  • You expose the data, the admin reads it

    Usage and last-seen dates come from your product. Netiva apps can call a REST API with the key stored securely, but the endpoint returning active users per workspace is something your engineers write. Until it exists, the numbers are typed in.

  • Everyone you invite sees the same screens

    People sign in to the admin, but don’t plan around per-role permissions inside it. Decide what belongs here before handing out access, and leave anything that needs tighter handling in the system already holding it.

  • Weekly snapshots, not an event stream

    One row per account per week is enough to see a trend and catch a workspace going quiet. Per-event analytics, funnels and minute-level charts belong in an analytics tool you link to from the account page.

FAQ

Questions about building a SaaS admin dashboard

Can the admin pull account usage from our own product?

Yes. Netiva apps can call any REST API with keys stored securely, so if your product exposes an endpoint for active users or key actions per workspace, ask the agent for a Monday job that reads it and writes a usage snapshot for each account. You build and expose that endpoint yourself. If you would rather not, a teammate can paste the weekly numbers into the grid — for a few hundred accounts that is minutes of work.

How do we stop trials slipping past their end date?

Each account carries a lifecycle status and a trial end date, so the trials screen lists everything expiring in the next 14 days. Add the activation signals that matter to you — a second teammate invited, the first report run — and the list separates who needs help from who was never going to buy. A scheduled email can send the same list every Monday.

Is this a replacement for our billing provider’s dashboard?

No. Subscriptions, invoices and card charges stay where they are. This admin records the tier, seats and monthly value beside the things billing never sees: usage, conversations and what somebody promised on a call. If your provider offers an API, the app can read the current plan nightly so the two do not drift apart for long.

Can support change something on an account from here?

Only through an endpoint you expose. The admin can call your product’s REST API — to extend a trial, raise a seat limit or turn a flag on — and record in the support log who did it and why. Netiva does not reach into your product’s database on its own, so anything support should be able to change needs a route in your own codebase first.

What belongs in a SaaS admin dashboard and what does not?

Keep what support needs to answer a question: company, workspace ID, contact email, tier and the history of your exchanges with that customer. Passwords, card numbers and copies of customer content belong in the systems already holding them, with a link from the account page when someone has to go deeper. Slimmer records are also easier to delete when an account closes.

Do we own the code if we later fold the admin into our product?

Yes. Netiva writes clean, framework-standard code you can read, edit and export whenever you want, with no proprietary runtime. Teams often run the admin beside their product for a year, then lift the collections and screens into their own codebase. Every change the agent makes is checkpointed, so you can compare versions or roll one back.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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