What is Client Reporting Dashboard and Why is it Important?

What is Client Reporting Dashboard and Why is it Important?

With client dashboards, this process of reporting to clients becomes a breeze. This method enables seamless and interactive communication with a client through visual data analytics. As data geeks, we are always advocating for real-time business marketing reporting.

What is a client reporting dashboard?

Simply put, a client dashboard is a simple management tool that enables clients to access and interact with marketing data. Dashboards also help to automate the process of creating reports because the data displayed is displayed in real-time. Client reporting dashboard combines multiple data sources, saving marketers time and engaging clients with their data.

Dashboards present a systematic snapshot of large datasets to identify past trends that will aid in the creation of deeper insights and influence future decision making. The most successful dashboards are adaptable to the needs of a specific business or company. Dashboards typically use a combination of charts and graphs to help truly understand large datasets in an easier-to-digest format.

What exactly is dashboard reporting?

Dashboard reporting depicts your company’s key performance indicators visually (KPIs). Dashboard visuals provide an at-a-glance view of your company’s performance by utilizing data from other reports.

Because we live in a visual world, charts and graphs are easier to read and provide a good overall view of business insights. By connecting data to charts, one can create Excel dashboards. The Excel dashboards display the corresponding charts and graphs as the data is manually updated. However, information changes quickly, and many businesses have found spreadsheet analytics inconvenient.

Day-to-day data is critical for gaining insight rather than hindsight from your business. It helps businesses understand their progress toward goals and connects data input from CRM into dashboard reports based on real-time data.

What distinguishes client reporting dashboards from client reports?

Client reports are typically generated at regular intervals and delivered directly to the client. It can be in PDF or PPT format, and you can send it once a week or once a month. A dashboard with client access is typically available 24 hours a day, seven days a week and provides an instant update on marketing efforts and performance. Marketing agencies typically employ both methods to save time and gain client trust.

Creating a dashboard for reporting

You can use various visualization tools to create client reporting dashboard (think Tableau, Data Studio, or Domo). While the specific tool chosen depends on the business need, the result is the same: by using a tool like this to build a dashboard, marketers can combine data from multiple sources and gain insight into performance by experimenting with different combinations of dimensions (campaign, platform, or location) and metrics (quantitative measurements like clicks, spend, and conversions). The length and depth can vary depending on what a brand value the most. However, a dashboard will be successful if it allows viewers to understand the overall health and effectiveness or KPIs.

Why is having a strong dashboard important in today’s modern era?

Having data that can assist you in making informed decisions is invaluable. Here are three major advantages of a well-designed dashboard:

A properly configured dashboard — one that can provide visibility and transparency across your organization in near real-time — will boost efficiency and help to inform business goals.

A robust dashboard can serve as an insurance policy. It’s common to look at a dashboard, particularly a snapshot view, and see no obvious confirmation that media is working as expected. Dashboards are critical in these situations because they allow you to manipulate specific dimensions and metrics to get a more in-depth look. This explains why dashboards place such a premium on balancing specific metric highlights and broader visualizations — as the granularity increases, a new story emerges, revealing new information and insights.

A great dashboard should elicit additional inquiries. Readers will gain confidence in asking larger or more complex questions as they become more familiar with the dashboard (“why do conversion rates differ so greatly from one another if they are all form fills?”, “could our dollars be spent wisely on X channel because I can see that our conversion rate and engagement is much powerful?”). And that’s a good thing because it’s questions like these — and the work required to answer them — that push campaigns into uncharted territory.

Dashboards for Marketing Campaigns

To effectively assess the success of our campaigns, we must first decide what we want people to do. It’s as simple as tracking sales conversions directly from the marketing activity that led to the sale for many online e-commerce businesses. You must keep an eye on important micro-conversions that will help us fine-tune and optimize our results, but we must always do so with an eye on the bigger prize of conversions that the business can calculate in bottom-line terms. You will be able to quickly build an end-to-end view of the marketing and purchase phases by using e-commerce tracking in analytics.

Setting up conversion tracking for activities that will align with our goals, on the other hand, is not always so simple. You cannot always track the action of value for your business, but you can get very close with analytics and call tracking solutions.

For example, if our overall business goal is to sell your product or service, actual sales may occur offline. Depending on how big the gap between what you can measure and what you need to achieve is, you may need to do some gap analysis to figure out how to best report and measure results.


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