Client dashboards are practical tools for presenting KPIs to clients in a professional and aesthetically appealing manner, saving time, and increasing operational efficiencies. With marketing agencies becoming more competitive, choosing the correct tool might be the difference between enhancing client satisfaction and obtaining new business. Compared to an enterprise-scale agency, a small to the medium-sized agency (SMA) has a smaller workforce, manages fewer customers, and works with significantly fewer data. On the other hand, an enterprise-scale agency requires more robust features to coordinate bigger teams, handle more customers, and organise vast data sets, so you’re better off going with a leaner dashboard product that’s straightforward to get up and running. Therefore, one of the most important considerations when choosing a tool is the size of your company. Also, consider whether a tool has artificial intelligence (AI) capabilities or is open source and free.
How come professional-client dashboards and reports are so important now?
If you work for an agency, you’ve probably battled numerous client data management processes and informative presentations that might make or ruin your company. Each customer is unique, but they all have one thing in common: they want to make the most of their time and money. A well-maintained client reporting system would suffice, but these extra considerations are crucial:
- Having all important performance data in one place can help enhance agency-client interactions dramatically. Even if you schedule monthly progress meetings, a report allows you to communicate with them frequently. You may avoid little situations becoming major crises this way.
- Regular communication is necessary to improve client interactions and cooperation. Clients will better comprehend the facts at hand if regular chats or reports regarding findings or necessary modifications are scheduled. In addition, when particular metrics are tracked, all parties will be aware of what goals should be accomplished and how they will impact the business in the short and long term.
- Transparency is essential when dealing with consumer data. Modern dashboards provide real-time updates to keep all relevant users up to speed on current events. Expanding on your previous point regarding accountability, being able to detect if something is failing or overperforming would help the agency, and its consumers develop a trusting connection.
- When the communication process is totally automated, time and resources can be readily saved and devoted to other crucial parts like debates and future suggestions.
- To offer their data to new and frequent consumers, agencies often want a seamless solution. Regardless of the use case or needs, the ability to white-label and/or embed software solutions appears to be a wise decision for businesses who want to use it as their own.
Cheap Business Dashboard for managing clients:
Cyfe is a dashboard and reporting tool that allows users to link numerous data sources using pre-built widgets. It has several pre-configured dashboards, including ones for social media, IT, and finance, to mention a few. However, TV Mode is one of Cyfe’s most distinctive features. Using an Amazon Firestick, you may project live data and pertinent KPIs onto a TV monitor. As a result, while discussing client campaigns, sales, IT, and other internal departments may utilise TV Mode to show progress.
DashThis is a platform only dedicated to dashboards and reporting. Each price plan includes a fixed number of dashboards with access to an infinite number of data sources, users, and client accounts. In addition, users may utilise the white-label option to produce professional-looking reports that include pertinent KPIs. DashThis has 34 native connectors and a CSV file import method that allows users to integrate internal private data. Organisations that need several dashboards built up rapidly also provide a bulk dashboard design service.
Google Data Studio is a fantastic free tool for anyone who wants to learn more about the data produced by Google and non-Google businesses like Twitter and Facebook. Users can create visually appealing dashboards and informative reports, which they can then share via a URL. If you need to study data from a small number of data sources, mostly Google properties, Google Data Studio is a great option. To integrate dashboards into other ecosystems that can read HTML, you can copy and paste an iframe into them.
Metabase offers a comprehensive range of tools for creating charts, dashboards, and complicated reports for enterprises. It’s simple to set up because there are three options: Docker image, Amazon Web Services, and Heroku deployment. Businesses who are hesitant to “give over” their data to a commercial, cloud-based 3rd party platform can investigate Metabase. It also benefits from having no price tiers, bandwidth constraints, or storage limits because everything is housed on the servers of the end-user.