Client Dashboards: Tips, tools & examples for CS teams

Published: April 26, 2023
Updated: May 15, 2026

What is a client dashboard?

Client dashboards are customer-facing portals used for ongoing relationship management and communication with your clients.

Also known as client portals, these dashboards are used by agencies, service providers, and SaaS companies to:

• Report on metrics
• Share deliverables
• Track project statuses
• Manage customer requests
• Centralize communication

Using a client dashboard is an alternative to handling client management over email and tracking tasks with an internal project management tool like Trello.

Instead, you create a shared workspace where you can collaborate with your clients on their projects, share updates, and make it much easier for both of you to move things forward.

Client dashboard example

At Dock, we use the Superpath Marketplace to handle some of our content requirements. Here’s a walkthrough of the client dashboard that Superpath gave us to keep track of our collaboration.

They start with a quick summary of our partnership and key contact information.

Superpath uses this client dashboard to keep us up to date on how our deliverables are coming along, with an Airtable view embedded into the dashboard that shows us all the project statuses:

This single dashboard lets us keep track of all our content projects, capture ideas, collaborate easily on joint projects, and handle all our communications.

Why should you bother with client dashboards?

Here are just a few of the benefits of providing your clients with their own dashboard:

1. You offer a better customer experience

Customer experience is a critical competitive differentiator. The more you can do to boost customer satisfaction, the more likely you are to keep your customers.

2. You provide a more personalized, premium experience

Instead of sending your customers to Google Drive or Dropbox, you can send them into a visually appealing workspace where they can find everything they need.

3. You keep your customers engaged

Client dashboards help you speed things up, allowing you to work together with your customers as collaborators on a shared implementation roadmap.

4. You get to know your customers better

Engagement analytics built into client dashboards give you insight into customer behavior, allowing you to refine the customer experience.

5. You can manage relationships with many stakeholders

Instead of forcing your customer success reps to answer questions from multiple stakeholders, give all interested parties access to the same handy portal.

6. You showcase the value you provide

You can easily embed data visualizations or reports into your client dashboard, so every time clients log in, they can see the impact of your work.

7. You build trust

A client dashboard allows customers to see that you’re delivering on what you said you would do, building trust in the relationship.

What should you include in a client dashboard?

Here are a few ideas:

Contact information and a booking link

Include your main point of contact front and center, along with a meeting booking link.

Statement of work

Summarize what you’ve agreed to deliver to your client.

Meeting recordings

Embed recordings of meetings for easy reference.

Project plans

Create a project checklist to reflect tasks to be done by both parties.

Deliverables

Keep all deliverables in one place so clients never need to go looking for them.

Tutorials

Provide personalized onboarding content with tutorials aimed at their segment or user profile.

Documentation and security profiles

Store critical documents like signed contracts and security documentation securely.

Post-sales marketing content

Include case studies and marketing information about your services.

Reports and surveys

Analyze what’s working and make a list of next actions with custom reports.

Data visualizations

Embed visualizations to help clients keep an eye on their own data sources.

🧩 Get the template: Get Dock’s free client dashboard template here _.

Client dashboard software: What tools do you need to get started?

To create a client dashboard, consider the tools best suited to your business needs and what KPIs matter most to them. You should also decide on the dashboard design principles to ensure it's user-friendly:

• Less is more. Don't overwhelm people with too much information. Only add resources that meet your clients' specific needs.
• Customize it for the client. Add the client’s logo and name throughout.
• Templatize your dashboard. Create a dashboard template for each client segment to make personalized dashboards scalable.

Dashboard tools

Consider using Dock Workspaces for easy client dashboard creation and to sync content across all client dashboards.

You can also embed:

• Data visualization tools (e.g., Looker, Airtable)
• Project management tools (e.g., Trello, Asana)
• Form tools (e.g., Typeform, Google Forms)
• Video tools (e.g., Loom, Zoom)
• Presentation tools (e.g., Google Slides, PowerPoint)

Create a compelling client dashboard with Dock

To offer a premium experience to your clients, create easy-to-use client dashboards that have everything they need to work with you—all in one place.