What is a client dashboard?
A client dashboard is a visual management tool used to display data in an interactive and easy-to-digest way. It’s usually updated in real-time, automatically, and is used to keep clients updated about project progress, KPIs, and metrics.
What is a client report?
A client report is a static and one-off presentation of the results achieved over a period of time. They can take the form of emails, shareable links, or documents and they are used to periodically communicate with your clients.
How do I create a client dashboard?
There are three ways to create a client dashboard. You can choose to:
- Develop in-house
- Purchase a third-party solution
- Use a no-code solution like Softr
Developing your client dashboard in-house might give you more control over the data and customizability, but it’s incredibly expensive and time-consuming. Third-party solutions are easy to set up and integrate with your stack, but they’re expensive and might cause security concerns for your clients. Lastly, a no-code solution is affordable, easy to set up, and great for non-technical teams. The only thing is that you have to do it yourself—but it’s super simple.
What is a digital dashboard?
A digital dashboard is a Business Intelligence (BI) tool that is used to acquire, consolidate, and visually represent data across different teams and departments, allowing end-users to make data-driven decisions without needing to be trained data analysts.
What is a dashboard report?
A dashboard report is a visual representation of a company’s key metrics and results. Extracting data from multiple teams and departments, dashboards give their users an at-a-glance and comprehensive view of the company’s performance.