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Client Dashboard Template

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.

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

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