Creating a dashboard for your clients is an excellent way to keep them informed, engaged, and even excited about the project.
As a freelancer, it is important to provide your clients with the most up-to-date information, and the most efficient way of keeping it organized is through the use of a client dashboard which you can share online. In this article, we will discuss the best practices and guidelines for creating effective client dashboards. Get started with our free client dashboard template.
1. Determine what’s important for your client
When you kick off your project, find out what information your client expects to see. This will help you create a customized dashboard that caters to their needs and preferences. You may want to include information about the project’s timeline, budget, milestones, tasks, and other data that is relevant to the project.
2. Decide on a dashboard design
Your dashboard should be well-organized, easy to read, shareable, and look good. You can use Craft’s dashboard template to create a visually stunning, and well-laid-out dashboard that can be shared online via a link with your clients. This enables you to easily update the dashboard and for the client to access the project information whenever they need to.
3. Select metrics and tracking items
Your client will want to see progress, deliverables, and timelines. So include these and other agreed KPIs that are relevant to the project. Make sure these metrics are visible and easy to read.
4. Provide narrative
Data is important but offer some narrative around the numbers too. Explain why something has gone up or down, why that’s good (or bad), and what you did (or can do) to improve the situation. Give context to your figures to help your client see the bigger picture.
5. Update regularly
The most effective client dashboards are those that are updated frequently with the most up-to-date information. This will help ensure your clients are always informed about their project and its progress and allow you to demonstrate the work that you have done.
Creating client dashboards can be a great way to keep your clients informed and engaged. By using our free client dashboard template and following these steps, you can create a dashboard that caters to your client’s needs, offers an intuitive design, and provides the most up-to-date data.