Does your client communication strategy involve hours of calls, lengthy email chains, or spreadsheet file names like “ppc-campaign-comms-report final.xlsx?”
If you’re spending hours on client communication or formatting and wondering if there’s a better way, we have good news, there is!
With a communication dashboard, you can condense your client communication plan into a sleek dashboard that automatically updates in real-time.
Investing in reporting may set you up to keep that critical account for much longer. Here’s how.
Communication dashboards help clients and agencies facilitate conversation and monitor progress.
Instead of sending static PDF files or spreadsheets through email, dashboards use data visualization to monitor campaign key performance indicators (KPIs) and track essential information.
Caption: DashThis’s white-labeled dashboard helps agencies create good-looking dashboards representing their brand.
Read more: Here’s how full-service marketing agency Jelly Marketing uses DashThis to save over 20 hours of work per month.
Start with the end in mind before deciding what to include.
Maybe it’s monitoring the return on investment (ROI) and engagement of an ongoing email marketing campaign. It could also be more strategic, like drilling down into your web traffic sources for insights on which marketing channels to focus on or planning a social media campaign.
Some questions to consider:
Once clear on your dashboard goals, it’s time to define the metrics that indicate success and what to put in your dashboard.
How do you know if you’ve chosen the right metrics?
Review our library of dashboard examples if you’re stuck trying to select the right KPIs for a specific client goal. (We’ve also got 100+ KPI examples if you need a refresher on what each metric means.)
Just like your KPIs and metrics, you also want to be intentional with how you present your data and the language you use in your communication dashboard to make them pack a punch.
Follow our step-by-step thinking guide. (with examples)
Data visualizations and excellent graphics do wonders in making data more accessible. But sometimes, you need to add more explanation or context to your metrics to educate your clients.
That’s where comment boxes come in handy to add context without introducing clutter or sacrificing visual clarity.
To embed a comment box in your DashThis report, go to Static Widget > Comments
You’ll get an editable box to add high-level insights to your dashboard.
How to use comment boxes to spice up your communications dashboard:
Alternatively, you can add a note to a specific widget to explain each chart or add valuable context. Select the metric and click Add Note.
The added note will appear on the right side of your screen in a separate panel, accessible in view mode.
Having finished your shiny new client dashboard, it's time to deliver it.
The most common method is to export your report to a PDF document or send a link to an Excel spreadsheet through email.
But agency life gets busy, and even the best of us have missed a report deadline.
A client communication dashboard tool automates this essential yet tedious task to ensure you never miss a deadline again. Not only does this make your life easier, clients appreciate it if you communicate proactively and often.
Sounds good all around. Here’s how to set up the automated reporting functionality that works for you around the clock.
Check it out: How much time and money will you save with report automation? Use our pricing calculator to find out. You could save almost $60,000 yearly if your agency is anything like our example below!
Once you’re done, send it out to your client (bonus points if you automate the reporting process).
Expect your communications dashboard to evolve as clients’ needs change or as you introduce different campaigns into the mix. Check in with your client as you review your reports monthly to see if your communication dashboard meets their needs.
Our executive report keeps to business-critical metrics like revenue and budget spent, helping senior management teams who aren’t familiar with marketing quickly understand business performance and make decisions.
This scannable report keeps highlights at the top, ensuring your executive can glance at the report while keeping details available in different sections for further analysis.
Communicating to marketing specialists or need to dive into the nuts and bolts of a marketing campaign? Get all your data points from your digital marketing and social media results organized and neatly presented in one report. Combine this template with our integrations to help you bring all your marketing data across multiple data sources in one place.
Running a multi-channel advertising campaign? Take advantage of our marketing integrations to keep your clients up to date with how your campaigns are doing. It’s much easier to make decisions and get your clients sign off on to initiatives when they have something to refer to.
Clear communication and responsiveness go a long way in making clients feel valued.
When you invest in reporting and streamlining a daily (yet tedious) process, you invest in a win-win situation - freeing up time for both you and your clients to tackle other tasks, like developing new strategies or optimizing campaigns to deliver even better results for your clients.
If you can do that, you open up more opportunities to deliver value, grow your accounts and keep your clients - music to any agency owner’s ears.
Start by investing in effective reporting. Sign up for your free 15-day trial of DashThis today.
Ready to create a killer dashboard?
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