Client Dashboard Software

Build high-level client dashboards to keep your clients up to date with their marketing performance. Track and visualize metrics like impressions, clicks, sessions, and sessions by channel to see how people are finding you. Use our client dashboard software to track new signups and leads by channel so you can identify which performs the best and which needs optimization. Find out which websites refer to the most traffic, which pages on your website convert the most leads, which keywords influence the most traffic, which ads campaign brings the most ROI, and other important high-level insights that help inform strategy.

Client Dashboard Software
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Easy-to-set up client dashboard tool for agencies

Dive deep into specific campaigns or channels

Whatagraph is a flexible and versatile client dashboard software, allowing you to overview both executive level metrics and then zoom down to a specific country, campaign, or social media KPI for a single venue, campaign or piece of content. Measure cost-per-click, total amount spent, and revenue generated by different PPC channels. Build a dashboard for optimizing homepage for better customer experience, or keep track of your email open rates. Let your clients always know that you’re not only keeping an eye on big things. Sometimes small things can open big opportunities.

Client Dashboard Software - Dive deep into specific campaigns or channels

Onboard new clients with breeze

New clients onboarding runs smoothly and easily when you use pre-made dashboards that your accounts managers can use again and again. Quickly adjust the dashboard for each new client’s specifications. Change the metrics names in tables, graphs, and other data visualizations so they match the client's internal terminology. Customize widgets with additional filters or rules. Connect all your client’s accounts in seconds so your team can immediately so they can start working on the strategy — no coding, manual input, or giant spreadsheets required.

Client Dashboard Software - Onboard new clients with breeze

Save time reporting to clients

Whatagraph doesn’t just let you create beautiful client reporting dashboards in a matter of minutes. Automate your reports to be delivered whenever your clients’ need them - daily, weekly, or monthly. This way, you can focus on driving revenue and value to your clients while they can focus on timely and accurate decision-making. Share a link to a live client dashboards so clients can check their data whenever they want, even change the date range to see how metrics have changed. Need to analyze any specific KPIs? Export any widget or whole report in a spreadsheet format.

Client Dashboard Software - Save time reporting to clients

All dashboard features your agency needs

50+ data sources
50+ data sources
Create a true cross-channel digital marketing dashboard in Whatagraph. Over 50 integrations for your cross-channel marketing campaigns.
Cross-channel insights
Cross-channel insights
Include data from different sources into the same widgets or dashboards with a few clicks. Provide a full picture of your campaigns’ success.
Live dashboards
Live dashboards
Securely share interactive access to your dashboard at any time from anywhere.
White-label dashboards
White-label dashboards
Customize colors and logos in each dashboard to align it with your agency’s or clients’ branding and style.

How to choose the best client dashboard tool for your agency?

Depending on the specific needs of your marketing agency, some dashboard tools will meet your needs better than others.

For example, a small to medium sized agency (SMA) would have a smaller team that manages fewer clients and typically operates with far less client data than an enterprise-scale agency.

In that case, you should probably choose a leaner dashboard tool that’s simple to get up and running. An enterprise-scale agency, on the other hand, will need something more capable with more features to coordinate bigger teams, manage more clients, and organize large data sets.

The size of your agency is one of the key factors to consider when choosing a marketing client dashboard.

Other factors include whether or not a tool has artificial intelligence (AI) capabilities for summarizing insights or forecasting future trends, or is free and open source but with limited dashboard design options, etc.

What key features to look for in a client dashboard tool?

A client dashboard is an essential digital agency tool that can help account managers present KPIs to clients in a professional, user-friendly, and visually-pleasing way, while also saving time and improving workflow efficiencies. When selecting the right dashboard client, it is important to consider the specific needs of the agency.

Some key features to look for in a client dashboard tool include:

User-friendly interface

Intuitive design and easy to navigate interface are important both for the account manager and the clients. One of examples are the drag-and-drop widgets which allow administrators to quickly create a custom dashboard design that the client desires.

Client Dashboard Software - How to Choose

Branding and custom options

Another important consideration is the ability to customize the dashboard with your logo, colors, and brand elements. Also, your dashboard has to be highly customizable to specific client needs such as tabs, the number of pages, arrangement of sections, etc.

Data integration

A client reporting dashboard must be able to integrate a range of data sources from web analytics tools to social media platforms, to CRM systems. The integrations should ideally be native or direct and self-managed, without third-party connectors. The integration should provide real-time updates to ensure most current insights.

Comprehensive analytics

The dashboard you choose should be able to track marketing campaign data from a range of marketing platforms. Whatagraph, for example, has a selection of pre-build data visualization widgets for every integration. There’s also a possibility to create your own widget using basic elements.

Reporting and exporting

You should be able to share your dashboard directly with clients using a client portal or live links. If clients request it, they should be able to export data in different formats, such as PDF, Excel, CSV, etc.

Customer support

A dashboard vendor that provides reliable customer support for troubleshooting and setting up advanced features is guaranteed to give you better customer satisfaction than those that direct you to help documentation and online communities.

Scalability

Finally, you should be able to scale the client dashboard tool as your agency and client base grow. That considering, you should give priority to a dashboard provider that has pricing plans that can accommodate different agency sizes and needs.

FAQs

All your questions answered. And if you can’t find it here, chat to our friendly team.

What is a client dashboard?

A client dashboard is a client-facing display used for ongoing reporting and communication with your clients. These dashboards are used by marketing agencies, different digital service providers, and SaaS companies to report on metrics, share deliverables, and track goal statuses.

What marketing data sources can I connect to a Whatagraph client dashboard?

You can connect a range of popular digital marketing platforms like Google Analytics 4, social media like Facebook Page and Instagram, PPC like Google Ads, Microsoft Advertising, LinkedIn Ads, SEO tools like Ahrefs and Semrush, CRM systems like Salesforce and HubSpot, as well as email marketing and e-commerce platforms.

 

If you can’t find the integration for your data source, you can connect it via a Custom API or export it to Google Sheets docs or BigQuery data warehouse and add it as a source.