Which Three Reports Can Be Used to Display a List of the Top 10 Accounts on a Dashboard

Customer Dashboards & Reports How to take advantage of state-of-the-art client reporting

Professional Client Dashboards & Reports

Tabular array of Content
1) What is a customer report?
2) What is a client dashboard?
3) The importance of client dashboards & reports
4) Best practices for designing a client dashboard
5) Great client dashboard examples & templates
6) Essential features a client dashboard should have

If you lot're an bureau that deals with numerous clients or a visitor that relies on its resellers, you need to manage lots of data and information – all at one time. You accept the responsibleness to handle resource, budgets, and obtain the all-time possible results for your business to ensure profits and sustainable development. That said, introducing customer dashboards and reports in your business operations could be a solution y'all were looking for.

In this article, we will explain what is a client report and a modern client dashboard, provide reasons why are they important, and illustrate with examples that we will discuss later in the post. We will finish with factors and features to consider when creating such dashboards and reports for clients and then you lot tin can have a comprehensive overview on everything that is related to this of import topic. Let's get started.

i) What Is A Client Report?

A client study is a term used to describe the process of sending important information to clients on a regular basis, often in the form of a dashboard, automated e-mail, sharable link or embedding options that ensure clients receive up-to-appointment and reliable data.

A proper client reporting process volition exist supported by a mod reporting software that reflects all the of import information on a unmarried screen, without the need to manually excerpt or analyze information, regardless of potential business scenario. To see the importance of client reports and dashboards, we will at present explain why they are and so crucial for small businesses and big enterprises alike.

2) What Is A Client Dashboard?

A client dashboard is a mod management tool used by agencies, reseller and customers to visualize data in an interactive style and automate processes coming from various information sources in gild to create dynamic reporting processes and increment productivity.

Each client you manage will crave yous to respect their brand guidelines, automate their data as much as possible, merely at the aforementioned time, provide in-depth information near their business in a visual way, customized based on their specific parameters. The provider or agency needs a dashboard software that includes white-label options – that manner, you can nowadays your dashboard equally your own, and no customer volition recognize that a 3rd political party is involved.

3) Why Are Professional Customer Dashboards And Reports So Important In These Days?

If you are an agency, in that location is a big take chances that you take struggled with endless customer data management processes and information presentation that could make or pause your business concern. Each client is different, just they all accept one thing in mutual: they require the most effective usage of their time and resources. A well-maintained client reporting system would do the trick, just the importance lays within these additional points:

Dashboards and reports keep each political party accountable: Regular communication with the client is essential in gild to improve client relations and teamwork. By setting regular talks or reports about results or potential adjustments, clients volition have a deeper understanding of the data at paw. When specific metrics are monitored, both parties will know what kind of goals should exist achieved and how it will affect the business in the short or long-term. By communicating the right set up of KPIs and ensuring that each stakeholder has a clear vision of what volition be reported and when, accountability volition set its course that will, ultimately, save precious time. And this is our next crucial point.

They volition salvage numerous working hours and resources: If the communication process is fully automatic, the time and resource can be easily saved and allocated into other important elements such as discussions and recommendations about the hereafter. Turning to a client dashboard software for arranging all the business touchpoints under one roof is certainly a good strategy to save countless hours and manpower. We have already mentioned automation, but it deserves a split point since it tin provide a courage to handle numerous accounts and clients while letting the person that handles the data to focus on what'due south presented on a screen and eliminate unnecessary tasks.

They can exist white-labeled and embedded: Agencies usually require a seamless solution to present their data to potential and regular clients. Regardless of the use case and requirements, the possibility to white-characterization and/or embed software solutions seems like a smart move for companies looking to employ the software every bit their ain. But nosotros will expect at these options in more item later in the article.

Not to exclude the procedure for client dashboard pattern, we will present some of the factors that companies should focus on while creating dashboards and reports.

4) What Are The Virtually Important Factors To Consider While Designing A Client Dashboard?

The importance of creating a customer reporting dashboard lays not simply in general business advantages such as saving fourth dimension, only knowing how to create one (or several) based on some important factors should also be emphasized. In order to create the best possible dashboard and report for your client and offering maximum value, here are the best practices yous should follow:

1. Continue in heed your audition

While it's essential to standardize the procedure of reporting and the dashboard creation itself, each client is different, and they will require specific metrics and needs to exist met. Equally an agency or company that deals with numerous business organization cases on a daily basis, and frequently in a fast-paced environment, keeping a articulate picture of who your audience is and what do you lot want to present with your data is crucial. Clients will but stay as long as you can provide clear value and their business grows. To make sure yous stay on course, custom client dashboards need to have a clear focus on the audience and the bulletin you're trying to convey.

2. Simplify the design and focus on the context

We often hear that less is more, and this is one of the factors that demand special attention. Keeping a clean pattern that respects your clients' branding requirements will make the dashboard like shooting fish in a barrel to digest and information clear as it can be. By taking a focus on the almost important metrics and keeping a straightforward design, you will achieve much more than implementing too many KPIs into a single dashboard. The design should definitely provide context and a comprehensive data story that answers important business questions.

3. Use interactive dashboard elements

In gild to avert overloading your dashboard with as well many elements, it's essential to use interactive elements such as drill-downs, click-to-filter or time interval widget, among others. This volition make sure that the dashboard doesn't have besides many visualizations but delivers the option to explore the information in more detail. Interactivity and the possibility to employ numerous filters play an of import part in creating a thorough customer report. With the help of online data visualization tools, you have the opportunity to put all the information into interactive charts, automate them and schedule their sharing with important stakeholders. This will show to be an invaluable opportunity for whatever business organisation.

4. Utilize the correct chart type

Another crucial practice you should follow is focused on the usage of the right nautical chart type. There are numerous charts available, but each has the best scenario to utilise it and information technology's based on a simple premise, whether you want to show the relationship between the data, distribution, limerick or comparison. For example, a line chart is perfect for showing a comparison over a specific time frame, but bubble charts tin be an issue since they require too much mental endeavour from users. To make the most out of your efforts, take a moment and think what your charts will represent and what do you want to say with your visualizations.

These factors and benefits tin be hands implemented to any apply example, and if y'all desire to accept a closer wait at the all-time practices, you can cheque out our article on the best dashboard blueprint principles. Now we will focus on client dashboard examples and templates from various functions and industries you can utilize for your ain dashboard processes.

5) Dandy Client Dashboard Examples & Templates

There are many different ways of potential customer reporting areas of awarding, however, we will focus on our hand-picked existent-world examples. Afterward having expounded on the importance and factors in building dashboards and reports to suit your clients, we will aim our attending on 4 customer dashboard templates that yous tin use in your own agency or organisation, no thing the size, to illustrate the value of such dashboards and reporting processes. Let's start with the marketing agency client dashboard.

1. Client marketing dashboard

As mentioned, agencies have a demanding working surroundings, often required to juggle between dissimilar campaigns, unlike accounts, and different advertising problems. With an astonishing 30% of total advertising revenue in the world, Google has proven to exist one of the standard channels for promotional activities.

Google Ads are an important role of every marketing strategy a company performs. Often enough, Ads (formerly known equally AdWords) is the get-to platform for marketers looking to obtain fast results in the Ocean (search engine advertising) area and our digital marketing client dashboard example has considerable importance when dealing with clients' ads campaigns:

By taking a closer look at the data-story we conveyed, this customer written report case is an ideal solution for agencies that manage Google Ads campaigns. The dashboard itself provides an instant overview of the most important metrics that focus on keyword functioning. The upper role of the dashboard has 3 chief areas: full general insights on clicks, the performance over a fix flow of weeks and the summit 3 keywords. That way, you can immediately spot where your upkeep has been mostly spent. The lower part of the dashboard has its principal focus on the boilerplate CTR and CPC but also delivers instant insights into the number of impressions, average position, toll, and quality score. When looking at these metrics holistically, every campaign manager tin derive articulate insights on his/her client's account and recommend further steps for the adjacent stages in Google advertising.

Entrada managers often manage multiple accounts and with the possibility to create a dashboard for digital agencies that will focus on each customer and provide real-time information while updates volition exist done automatically by the software volition prove to be an invaluable tool for working in this competitive, still rewarding, field.

2. Market research customer report template

Marketplace research agencies take a demanding chore of managing and presenting large volumes of data to clients and diverse stakeholders. The plethora of information that they have to deal with requires them to allocate most of their resource into compiling comprehensive presentations and results that volition enable clients to become a holistic overview of the market place. Often enough, this task is tedious and complex, not to mention the processes that happen earlier.

In many cases, market research companies use traditional means of reporting such as spreadsheets and PowerPoint presentations that tin can prolong not just the enquiry process, but the presentation itself. Static data will not requite the opportunity for agencies to discuss the findings in more particular just only make them create another slide, another spreadsheet, another lost meeting. Let's take a look at how these processes tin can exist simplified and upscaled within minutes.

One of our best client dashboards is focused on a brand analysis study performed for a client that requested to conduct a survey and present the results as clearly as possible. Numerous business organisation questions were asked and PowerPoint would never be able to provide insights so quickly as this dashboard. The power lays within the interactivity. Each metric can be filtered, drilled upon as much as needed, all while staying on a unmarried screen and saving time on creating dozens of slides.

In this concrete case, 1 333 people were asked to answer specific questions well-nigh brands that provide insights to the client on how they perform in the public center. People across the USA answered while the detailed demography can exist clearly seen on the left side of the dashboard. The right side delivers details about brand awareness through make recall and recognition questions, while the bottom is focused on what kind of image the brand reflects and the impressions it leaves in public.

If the customer has additional questions about the research, this dashboard can e'er provide interactive features that volition enable the agency to go through the presentation seamlessly and without numerous static slides.

iii. Client dashboard example for IT projection direction

Information technology projects crave steady command and a clear overview of all tasks that need to be washed until a certain deadline. If deadlines aren't being met, the team needs to know in advance to be able to adjust the scope and piece of work strategies and avoid potential bottlenecks. Especially when working in an agency, clients want to know the status of their IT projects on a regular basis, and the projection director needs to deliver accurate and presentable data. By having a customer report format such as the dashboard below, every project can stay on track and critical problems identified on time.

This dashboard can ease the agency'due south efforts to finer present the status of the specific project. At the very top, you can spot a quick overview of the stage in which the project is currently undergoing. The planning and design are finished while the development phase is currently on 67%. Adjacent to it, the client can immediately encounter when the project is expected to launch. The primal office answers crucial IT project questions about the budget and overdue tasks. The visual shows the distribution of the full budget, remaining, and over the target. In our example, you can see that the overrun extends more than than 8% which can exist a topic for additional discussion to have a look at what caused this situation. On the right side, the overdue tasks will immediately tell you what is happening in your squad and which tasks are not delivered. Maybe there is a connection betwixt these overdue tasks and the increment of the budget? By talking to your team, you tin see what kind of struggles they face and how you can assistance them.

The last role of the dashboard will show the workload and upcoming deadlines. When y'all connect the dots, you can spot if some members of the squad have too much workload on their easily and back up them in finding a better solution for the project. Creating such a dashboard with the help of a client reporting software volition undeniably prove to exist time-saving and efficient in terms of managing a projection from start to finish.

4. Client dashboard template for sales & resellers

If you lot're a company that uses resellers for the distribution of its products, you lot might desire to consider having all your information stored and managed from a unmarried identify and giving your resellers also access to their data. We illustrate this case into an instance of a software company that uses resellers, but there are many other areas of applications. In essence, you lot can easily manage all your software resellers and they themselves can access the information no matter the location. This is a good case of white labeling the dashboard and distributing it throughout your operations. It can serve equally a template that you can share with every single reseller where they tin can keep track of their performance. Let'southward have a look into this dashboard past explaining some details.

The upper part provides an at-a-glance overview of the total software licenses sold, the total revenue, customer satisfaction and commission earned. These metrics will reveal how successful your resellers have been and where practice they demand to allocate more resources. The goal is, of course, to have these numbers every bit high as possible so that the total earnings increase for both parties. The left part depicts the product mix of the sold licenses, whether the package is small, medium, large, extra-large or custom. In this case, we tin can see that 40% of the total packages sold are medium-sized. On the right side, the team performance can exist viewed in more detail to see who has the best results and how they tin can help other squad members to maximize the number of licenses sold, revenue, and commission. Last only non least, the dashboard visualized the revenue curve for each product sold expressed by YTD (year-to-date).

The point is that this client progress report can be viewed by the software company that has a number of resellers and needs a fast and reliable data management solution to meliorate each reseller's performance and results.

These examples were created with datapine'southward dashboard maker suitable for agencies or companies no matter the size. Dashboards depicted hither have all interactive features that enable users to dig deeper into the visualized data. We will now put our focus on the most prominent features you demand to look for when creating such a dashboard.

6) Essential Features A Client Dashboard Needs

Well-nigh companies will non find it useful to develop their ain reporting solution merely will consider using a professional person software that is already established on the marketplace. Therefore, to ensure the most constructive client dashboard reporting process, y'all need to wait for fundamental features that these solutions must have on offer, and below nosotros volition discuss the most important ones.

1. Embedding capabilities

Embedding a software interface into your own application, intranet or solution where you tin use dashboards and reports every bit your ain has proven to be an invaluable resources for agencies and companies that need a dashboard tool for clients only don't want to invest into developing their own software. This feature has numerous benefits since a company or agency has the total back up of the software provider while using their existing concern application. It tin cut numerous costs related to creating traditional means of information management but too time to brand effective business concern decisions. You lot tin can easily present dashboards as your own, and apply all the features a software has on offer, without the need to invest in expensive IT developments and departments. Embedded BI tools offer seamless insights, existent-time data and user-friendly interface that creates an effective assay process throughout the company. If you need to present data to your client, embedding external software might brand sense, especially if yous manage multiple accounts and need a fast and reliable solution. Integrating such solutions into your own CRM, ERP, app or whatever other application you already utilise might prove equally the best possible investment for presenting data to your clients.

2. White labeling features

Closely connected to embedding, white labeling enables full branding features such as implementing your own logo, color schemes, styling and complete customization that correlates with the demeanor of your make. You will have consummate command of the expect and design of your dashboards and reports that you can easily distribute to clients. Your reporting across clients tin become completely in melody with all your branding requirements, without the need for additional investments. Extending the analytics possibilities and dashboarding into a fully branded awarding will ensure your processes remain consistent and implemented uniformly into your existing workflow. That fashion, all your clients' metrics can have your original visual postage or even accommodate the white labeling feature to each client separately. This is ideal if you're building a marketing customer reporting dashboard and you need consistent visual representation, for example. Another case would be if you demand to create a client progress written report template such equally the 1 we explained earlier, in our industry examples role of the article. White labeling is an option that will surely improve your client relations and bring positive results.

3. Multiple reporting options

Multiple clients require multiple reporting features, and you demand to accept options that will fulfill each potential customer request. That'southward why having an online reporting tool that offers more than 1 reporting possibility is crucial to improve client relations and generate additional value. To put this into perspective, you can consider these options:

Standard reporting options: Through standard email reports you can easily transport the snapshot of your dashboard to all designated recipients. By automating this report, you don't demand to create a completely new one each time you lot want to share new data.

Custom reports: Another selection is to share a customizable report for each recipient. That might be useful if y'all're dealing with multiple accounts and/or groups, and want to include different filters for each recipient.

Sharing live dashboards: A dashboard and all of its features can be shared through a public URL or secure viewer surface area where y'all enable rights for viewing only. That fashion, the recipient can't edit the dashboard but has the possibility to use the filters you take assigned.

Embedding: As mentioned earlier, embedding will enable you to implement the dashboard into your own awarding, website or any other solution y'all might utilise and completely adapt into your existing workflow.

Quick press: If a customer requires, you can also print all of your dashboards and reports into a PDF or PNG format which can be a bully option for a personal meeting or a quick paper presentation.

4. Interactive dashboard features

Interactivity is an important function when generating a dashboard for client reporting processes. Metrics presented on the screen demand to accept the possibility to be explored additionally without remaining static at all times. That way, the client will accept the opportunity to explore insights on their own and dig deep into the data as much as they need. Some of the interactive features include:

Drill-down: Drill-downs enable the user to view more detailed information nigh the visualized metric or chemical element on the dashboard. Past clicking on the KPI or whatsoever other variable, the dashboard volition show a window that volition take over the screen where yous can run into how the indicator unfolds with its details. This feature is useful since the dashboard will not be overcrowded with too many elements in the starting time place, just also enable the user to dig into particularities of each element presented on the dashboard.

Chart zoom: Drilling into the smallest units of time past using a fourth dimension field is what chart zoom is all about. Multiple layers of cognition and information are presented on a dashboard, and chart zoom can aggrandize this knowledge into each bit and piece. By selecting the specific time area, you tin explore your metric more granularly and narrowly, whether on an hourly footing, daily, weekly, monthly or yearly. This feature has proven to be useful when y'all desire to take a closer expect at what happened at a particular moment in time, without the need to manually search for information through another overcrowded spreadsheet.

Widget linking: If you have cases of managing multiple client business cases, then widget linking will salve you numerous hours. For example, you want in your marketing client reporting dashboard specific information about each promotional activity, whether social, organic or paid. The widget linking choice will enable yous to move from a specific marketing overview nautical chart to a related dashboard tab that obtains more details almost the specific promotional channel. You can too link to an external resource or website; the choice is yours. These redirecting options will prove to exist meaning when you need to layer your data to numerous snapshots of your customer'due south business concern operation.

These features are a great start to create your dashboards, no matter if yous need a detailed client ROI report for agencies or a comprehensive project management interactive overview. To gain a detailed overview of additional dynamic features, check out our article on interactive dashboards where you can find a comprehensive list of the 10 most valuable features you should look for.

6) CONCLUSION & Side by side STEPS You lot SHOULD Have

Nosotros accept explained how to write a client report by utilizing modern software, took a detailed look into the importance of such dashboards and reports, and provided examples from industries and functions where they tin can be extremely beneficial. datapine has proven to adjust to the particular needs of each agency or company that needs to manage numerous clients and accounts at the same fourth dimension. We have saved endless hours and increased productivity for numerous workflows across industries and functions. If you want to test our product and see how much value we can bring, we invite y'all to effort our solution for a 14-24-hour interval trial – completely free of charge.

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Source: https://www.datapine.com/articles/client-dashboard-report-examples

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