Some of these tools also provide a portal area where clients can log in to view real-time metrics. Client Dashboards for SMAsĬlient dashboards for SMAs not only help with demonstrating KPIs and overall value, but they offer several other features that can assist with client and performance management. If you want to tap into the ability to better convey the value of your agency to your clients, here are 15+ dashboard platforms for your consideration.
if you pride yourself on leaning into futuristic tech) or is free and open source (eg. You may also want to consider factors like whether or not a tool has artificial intelligence (AI) capabilities (eg. The size of your agency is one of the key factors to consider when selecting a tool.
You’re probably better off choosing a leaner dashboard tool that’s simple to get up and running, while an enterprise-scale agency needs something more powerful with more capabilities to coordinate bigger teams, manage more clients, and organize large data sets. How Can You Choose the Right Client Dashboard Tool for Your Business?ĭepending on the specific needs of your agency, certain dashboard tools will meet your needs better than others.įor example, if you’re a small to medium sized agency (SMA) you have a smaller team, manage fewer clients and typically work with far less data than an enterprise-scale agency. With growing competition among marketing agencies, selecting the right tool can be the difference that gives you the edge in increasing customer satisfaction and winning new business.
Client dashboards are powerful tools to present KPIs to your clients in a professional and visually-pleasing way, while also saving you time and improving your operational efficiencies.
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