![]() ![]() On to the fun part: It’s time to build! If you’re not aware by now, Softr is a no-code online builder that connects an Airtable database with a drag-and-drop, easy-to-use interface to create websites, web apps, client portals, and more.Ĭreate Airtable dashboards by pulling data stored on Airtable and building attractive charts. The idea is that your clients check them often, isn’t it? Otherwise, they won’t serve any purpose past the initial impressive effect. The best and easiest way to ensure you’re doing things right is to communicate with your client and get their insights directly.ĭashboards can have a “wow” factor that will make you stand out with clients, but they need to be valuable. Make sure to choose a relevant design (more on that in the next section) Different chart styles convey different messages. Focus on selecting relevant data points that address the goals of your client and accurately deliver key information. As exciting as the project is, it should be about them first. Here are 5 key tips for planning your client dashboard project: ![]() It might seem overwhelming, but these basic questions should be addressed as soon as possible to prevent building something inadequate or starting something you’ll eventually have to start all over again (trust us, we’ve been there!). What dashboard features will your client need?.Which sources will these data points be extracted from?.What data does your client need to access?.Why do you want to build a client dashboard?.Let’s tackle it one at a time.Īs with any project, planning and strategy come first. How to build a client dashboard without code using Softr?īuilding a client dashboard requires different steps, from planning to data collection, designing, and iterating. Single point of access to organizational knowledge.Faster integration of knowledge sources. ![]() Streamline communication with investors.Increase reliability by having a single source of data.Increase customer-centric interactions and automation.Keeping track of client communications all in one place.Need some inspiration? Check out these startup metrics that are part of Softr's SaaS Dashboard template. Dashboards allow you to view important data across different teams and departments in one place, and help showcase results in a straightforward, easy-to-digest way.įor client-facing businesses, dashboards are a modern (and often underrated) way to go above and beyond and visually provide transparent reporting data to clients. Simplicity : No one likes to struggle through dozens of lines of data to identify key metrics.Personalization : Dashboards can be totally personalized to connect to multiple data sources and client accounts and provide the most relevant data.Efficiency : They can save your team time and effort, automating some of the data collection associated with reporting (no more copying and pasting values every week).They also enable you to share data across teams, departments, and clients. Transparency : Client dashboards allow you to easily provide real-time updates, transparently communicating value to clients. ![]() It’s usually updated in real-time, automatically, and is used to keep clients updated about project progress, KPIs, and metrics.ĭepending on your business model, industry and activity, there’s an array of benefits to using client dashboards. What is a client dashboard and why do you need one?Ī client dashboard is a visual management tool used to display data. ![]()
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