ClientDashboard.ai

This is how your Client & Internal dashboard can look in a minute.

Paste a spreadsheet link. You get a dashboard that reads it, says what needs attention today, and keeps itself current. Send one link. They just open it.

Works withDropboxGoogle DriveGoogle SheetsMicrosoft ExcelOneDriveZapierMakeNo sheet yet? Start from a template

Example · a monthly client report

Tap a card

How it works

  1. 01

    Paste your link

    Any spreadsheet link. No setup.

  2. 02

    See your dashboard

    Built for you in seconds, and it updates itself daily.

  3. 03

    Mark notes on it

    Pin a note or an action to any month. See if it worked.

  4. 04

    Read the story

    What's up, what's down and what needs attention, in plain words.

  5. 05

    Share one link

    Your client just opens it. No login.

SECTOR AGNOSTIC. ANYONE CAN USE IT.

Example · Marketing agency

Website leads per month

Leads up 23% since the new ads went live.

On a computer, open a full sample dashboard to see the whole command center.

MADE FOR DATA DRIVEN COMPANIES.

For teams that send clients monthly or quarterly reports.

Agencies, bookkeepers, consultants, healthcare and service groups. It works just as well inside your own company — one live link for your team or your board instead of another slide deck.

Template library

All templates

No sheet? Copy one. Paste the link.

  • SEO / agency

    Agencies & marketing

    Rankings, traffic and leads per client.

    • Avg position
    • CTR
    • Cost per lead
    • ROAS
    Make a copy See the dashboard

  • Paid ads & lead gen

    Agencies & marketing

    Is the budget booking jobs, or just buying leads?

    • Cost per lead
    • Lead quality
    • Cost per job
    • Revenue per $1
    See the dashboard

  • E-commerce / DTC

    Agencies & marketing

    Sales, blended efficiency and customers who come back.

    • MER
    • Blended CAC
    • AOV
    • Repeat rate
    See the dashboard

  • Tech / SaaS

    Business operations

    MRR, churn, activation and pipeline.

    • MRR
    • Churn
    • Trial conversion
    • NRR
    Make a copy See the dashboard

Clients see everything, so they stay. 
You see what to fix, so you get better. 
Everybody wins.

Your reporting, year over year

Old way vs. this
BeforeOff track

72 hrs

Copying numbers into slides, every month, forever.

→
AfterOn track

$99/yr

Every client. Every dashboard. Your first three are free.

Takeaway: get your weekends back.

Build my free dashboard

Unlimited, with fair use. Growing fast? Extra use is added in $99 steps, only after we tell you, and you can cap it. Pricing terms