What's new.
Every feature we ship. Newest first.
Latest: v1.30.0 · Oct 2026
- v1.30.0New
Connect your Lovable app. No spreadsheet in the middle.
Paste one set of instructions into your Lovable project and your board fills itself with monthly signups and activation, refreshed daily.
- Monthly totals only, never names or emails
- Test the connection before anything is saved
- Disconnect anytime; the board keeps its numbers
- Revenue retention and churn goals can start from published industry benchmarks
How to set it up
- 1.New dashboard → Zapier or Make
- 2.Copy instructions into your Lovable project and publish
- 3.Paste the address and key, then Test connection
- v1.29.0Templates
A sample board for SaaS apps built on Lovable.
See visits, signups, active users and MRR on one page, with what moved revenue each month.
- New, upgrade and lost MRR that add up every month
- Activation, churn and revenue retention by channel
- Failed payments and how many were recovered
How to set it up
- 1.Open Templates
- 2.Choose Lovable SaaS app
- 3.Try Story, Briefing and What-if
- v1.28.0Chrome
Now on the Chrome Web Store.
Install ClientDashboard.ai for Chrome in one click. Open a spreadsheet, click the icon, get a dashboard.
- Official listing, automatic updates
- Shortcut: Alt+Shift+D
- Right-click any sheet link to build
How to set it up
- 1.Visit clientdashboard.ai/chrome-extension
- 2.Click Add to Chrome
- 3.Open a spreadsheet and click the extension
- v1.27.0Goals
Clients suggest goals. You approve.
Clients can propose a target for any measure. Admins approve or decline, and the board records who and when.
- Suggested by, approved by, with the date
- Nothing changes until an admin approves
- Every goal change can be undone
- v1.26.0Reports
Opens on last month. Saves with a real name.
Dashboards now open on the latest full month compared with the month before. Trend charts still show the year.
- New “Last month” period
- PDFs named Client – Dashboard – Month
- Removing a client asks you to confirm
- v1.25.0Ask
Ask about any category.
Questions like “which specialty grew most last month?” now get exact answers in dollars, not jargon.
- Breakdowns by month and category
- Only measures your client can see
- v1.24.0Briefing
One button. A deeper briefing.
A deeper review of your monthly results, with the same verified numbers and a clearer story.
- Warns you before it uses extra AI
- Same numbers, sharper story
- Free to rerun on unchanged data
- v1.23.0Look
Digital or editorial. Your call.
A new switch turns any dashboard into a newspaper-style read. Works with every colour mode.
- Serif headlines, warm paper, quiet cards
- Colour and look switch separately
- v1.22.0Chrome
Sheet to dashboard from your browser.
On any spreadsheet tab, click the extension. Your dashboard starts building.
- Lights up only on spreadsheets
- Shortcut: Alt+Shift+D
- No install? Drag the bookmark button instead
- v1.21.0Source
Click a number. See where it came from.
Every measure shows its formula, its columns and how many rows went into it.
- Plain words, not code
- Top part, bottom part, result
- v1.20.0What-if
Move a slider. See next month.
Try a change on what you control. Watch the results move, using math from your own history.
- Only real levers, never outcome vs outcome
- Confidence shown on every scenario
- Hidden when the data can't back it
- v1.19.0Briefing
Your month, as a short film.
An animated briefing picks the story, plays it scene by scene, and answers your questions.
- Ask a question, get a story
- Up to four follow-ups
- Month-by-month time-lapses
- Save it as a video
- v1.18.0Flags
Odd numbers get flagged.
Spikes, skipped rows and checker issues show on the chart. Your team marks them reviewed.
- Clients never see your internal notes
- Edit board: rename, reorder, hide, undo
- v1.17.0Charts
Ask for a chart in plain English.
“Consults by specialty, as bars.” Preview it, then add it.
- Pick title, chart type and categories
- Never deletes what already works
- v1.16.0Analyst
Messy sheets welcome.
An AI analyst reads your columns, counts event logs, and builds the right measures.
- Any date format, or no dates at all
- Many worksheets, grouped into dashboards
- Double-checked before you see it
- v1.15.0Alerts
Big change? You hear first.
New month or a 20%+ shift in the data, you get one email with what moved.
- Clients with logins get invites automatically
- One portal for all their dashboards
- v1.14.0Export
Board-ready in one click.
PDF, clean CSV, embed code, frozen dated editions and an executive summary.
- Client summary mode
- “What changed” brief, written from the math
- v1.13.0Templates
No sheet yet? Start from ours.
Make a copy of a template, or type your numbers in and see a live dashboard.
- Healthcare, SaaS, finance, people, SEO and more
- Live demos for every sector
- v1.12.0Ask
Clients ask. The dashboard answers.
Your client types a question. They get a short answer built only from their numbers.
- Off-topic questions get turned away in under half a second
- Every answer is checked against the data before it shows
- Watch the check run, step by step, on screen
- v1.11.0Notes
Pin what you did. See if it worked.
Tap any month. Leave a note or an action. The dashboard does the before-and-after math.
- Clients can add notes from their link too
- Only your team can edit or delete
- Plain arithmetic. No guessing.
- v1.10.0Switch
Jump between dashboards in one click.
Many clients, many dashboards. One menu at the top.
- Grouped by client
- Works for your team and signed-in clients
- v1.9.0Connect
Zapier and Make. 5,000+ apps.
HubSpot, Notion, Airtable, your CRM. If Zapier can reach it, your dashboard can show it.
- Each dashboard gets its own private address
- Set it up in about 10 minutes
- Resend a month and it updates, never duplicates
How to set it up
- 1.New dashboard → pick “Zapier or Make”. Copy your private address.
- 2.Zapier: add Webhooks by Zapier → POST. Make: add HTTP → Make a request.
- 3.Paste the address. Choose JSON. Add a date field and your numbers, e.g. Month = 2026-06, Revenue = 1200.
- 4.Turn it on. Two dated rows in, your dashboard builds itself.
- v1.8.0Links
Paste any spreadsheet link.
Google Sheets, Excel, Dropbox, Google Drive, OneDrive. One box. We figure out the rest.
- Try one free on the homepage, no sign-up
- Private file? We tell you exactly which setting to flip
- v1.7.0Look
Six colour modes.
Light, Dark, Rainbow, Terminal, Pink, Sky blue. Pick one. Your clients see it that way.
- Dark by default
- One button to cycle through them all
- v1.6.0Share
One link. No login.
Send your client a link. They open it. That's it.
- Add a PIN if the numbers are sensitive
- Your client's logo, not ours
- Updates itself daily