Playbooks / Clone and deploy a client dashboard

Clone and deploy a client dashboard

Clone and deploy a client dashboard

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Static multi-page dashboard with one shared nav, email login, admin vs restricted client roles, SWR cache, Realtime pulse refresh, RLS on every table; cloned per client into an isolated Supabase + Vercel project with the admin login hash-copied, preview first, production on approval. Tabs: To-Do, Scripts, Suggestions, Email Proposals, Email Performance, Book a Meeting, Hooks, Competitor Watch, Channel Attribution, Upcoming Calls, Meta Ads.

Kit

dashboard-shell

You need

AccountWhyFree or paidPlan
SupabasePostgres database, auth (dashboard logins), row level security, Realtime pulse, Edge Functions and pg_cron for every dashboard, the attribution tables, booking alerts and the Brain state.Free tier availablePro (25 USD/mo) for anything a client logs into. The free tier pauses a project after 7 days without traffic and caps an org at 2 active projects; a paused free project took three client dashboards offline at once (a project log).
VercelHosts every site, funnel, dashboard and serverless API (subscribe, book, attribution, AC proxy). Runs the cron jobs declared in vercel.json.Free tier availablePro (20 USD/mo per seat). The Hobby plan forbids commercial use, so any client site or paid product must be on Pro. Hobby is fine for a personal portfolio.
GitHubEvery site, dashboard and workflow lives in a repo. Actions run scheduled jobs (email snapshots, daily scrapes). Issues double as an email alert channel for bookings.FreeFree plan. Actions minutes on the free plan cover the cron jobs used here (a few minutes a day).
Node.js 24 (npm, npx)Runs Claude Code, the Vercel CLI, HyperFrames renders, Playwright, the MCP servers and every serverless function locally.FreeFree. Node 24 LTS (the Brain MCP server and Vercel functions target Node 24).
Playwright + headless Chrome (and Safari for the final check)Renders pages to PNG for visual QA, drives the dashboard verification protocol, captures library stills, renders HTML titles and animations offline.FreeFree. Google Chrome installed for headless screenshots; Playwright installs its own Chromium and WebKit.

What you bring

  • A client email for their login, when you build for clients
  • Your choice of which dashboard tabs each client gets
  • Your brand colours and fonts

The steps

  1. Create the accounts and install the tools
  2. Download the kit, answer the three intake questions and pick the tabs
  3. Provision the client's Supabase project and apply the schema
  4. Lock the database (RLS on everything, anon revoked, sign-up off)
  5. Create the logins
  6. Fill the placeholders and rebrand by value
  7. Set the Vercel env and deploy a preview
  8. Production deploy and per-role verification in a real browser
  9. Record it and stop the free tier from pausing

Get the full playbook

Part of: Get your database sorted