Client Dashboard Template (swirl)
Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.
What to include on your client dashboard?
You'll first need to find out what information is important to your client. Typically, this would include:
- Project timeline
- Agreed budgets
- Deliverables and dates
- Reports or links to reports
- Milestones and upcoming tasks
Get more advice here: How to create killer client dashboards: 5 tips for freelancers
When should you create a client dashboard?
Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.
How to use this client proposal template?
- Tap the Use This Template button
- When prompted, log in or sign-up to Craft
- Edit the template to make it your own