What is a Client Dashboard?
A Client Dashboard is a page that's shared with clients to give them all the information they might need about a project's status in a single location. A little similar to an Client Onboarding Document, a Client Dashboard provides a glimpse at the status of a project and other relevant information such as meeting logs or a list of action items to be completed.
Why create a Client Dashboard?
A Client Dashboard is a great way for maintaining ongoing asynchronous updates with clients. Instead of relying on countless email exchanges, a Client Dashboard allows updates to happen in one location instead.
When should you create a Client Dashboard?
A Client Dashboard can be built whenever you start working with a new client. Sharing this link with them early can help set expectations and build a habit. Your dashboard may grow and develop over time as you continue working with a client.
How to use this Client Dashboard template?
- Tap the Use This Template button
- When prompted, log-in or sign-up to Craft
- Edit the template to make it your own