Client Dashboard Template
Client Dashboard Template
Share reporting on product impact, adoption rates, feature usage, and more in this free client dashboard template.
Who this template is for
Customer success managers, account teams, and service leads who want to keep clients aligned without digging through email threads or shared drives.
What this template is for
This template creates a live, shared dashboard for your clients—so everyone’s on the same page. It’s designed to streamline communication, centralize resources, and track progress across onboarding, implementation, or ongoing service. Instead of one-off status updates, your clients get a single source of truth they can check anytime.
How to use this template
- Start by creating a free Dock account
- Create a new workspace and select the Client Dashboard Template
- Customize the template with your branding, team info, timelines, and key links
- Add shared goals, documents, FAQs, or support resources relevant to the client
- Save your version as a new template to reuse with other accounts
- Share the dashboard link with your client early on and use it as your go-to for updates, check-ins, and collaboration
What’s in this template?
Overview
Pack the overview section with information regarding the partnership, summarizing the relationship, and emphasizing points of contact. Be sure to include links so that users can schedule check-ins and submit support tickets.
Customer Team
Introduce the team involved in this project by providing their names, roles, functions within the collaboration, and links to email addresses and calendars.
Success Criteria
Use this section to highlight stated goals from the client and how your company has gone about achieving said goals. Provide statistics and data to help emphasize all the successes and metrics hit throughout the relationship.
Reporting Dashboard
Be sure to embed a reporting dashboard in your template to illustrate the ways in which the project has been successful—and where more growth can occur—by offering easy-to-read statistics.
Product Usage
This section should feature an analytics overview of data relevant to your client’s needs. Make sure to make this information more valuable by including actionable recommendations.
Feature Adoption
Break down the services provided to your client and how they’re being utilized, analyzing successful metrics and ways to improve effectiveness.
Action Items
Wrap up by including next steps. Augment this section with the ability to check off completed tasks and include links to book meetings with the appropriate parties.
Why use Dock’s Client Dashboard Template?
Dock’s client dashboard template is the easiest way to create a clean, professional experience for your clients—without juggling spreadsheets, scattered docs, or Slack threads. It streamlines client communication while giving your team a repeatable workflow that scales.
With Dock, you get a shareable, client-facing workspace where you can track onboarding progress, visualize KPIs with graphs, link to key documents, and embed timelines—all in one place. It’s built for usability: no logins, no clunky interfaces. Clients just click the link and get exactly what they need.
Unlike project management tools or DIY portals, Dock is purpose-built for external collaboration. You can embed forms, checklists, videos, pricing breakdowns, and support resources—all within a flexible editor that adapts to a wide range of client use cases. And with engagement tracking, you can see what each client is interacting with, what they’re ignoring, and which content is driving action—so you can refine your follow-up.
Dock templates also make your SEO and operations teams happy. You can templatize entire workspaces or individual sections (like a reporting dashboard or QBR agenda), then roll out personalized, branded dashboards to every new client in just a few clicks. The result? A consistent workflow for your team, and a polished, data-rich experience for every client.
Centralize everything your clients need
- Share timelines, project milestones, and key dates
- Embed docs, Looms, support resources, and contacts
- Eliminate scattered communications and ad hoc status updates
Deliver a better client experience
- Provide a clean, branded dashboard that your clients will actually use
- Keep internal and external teams aligned in one shared view
- Make it easy for clients to self-serve and stay on top of progress
Personalize at scale
- Create templates for different customer segments or service tiers
- Customize each workspace with client-specific goals and resources
- Standardize your process without losing the personal touch
Track client engagement
- See which pages, links, or assets clients are engaging with
- Use activity data to proactively follow up or course-correct
- Identify disengaged accounts before they become churn risks
Related Templates
How do I use this template?
Sign up for Dock for free, create a new workspace, and select the Client Dashboard Template. Customize it to fit your onboarding or account management process, then save your version as a reusable template for future clients.
Is this template free?
Yes. Dock is free to try for up to 50 workspaces. Every paid plan includes unlimited template and workspace usage.
Can I modify this template?
Absolutely. You can duplicate the template, change the layout, add your own branding, and update any section. You can also tweak it for each individual client.
Can I personalize this template for every client?
Yes. Just start from your saved template and make adjustments for each client—add project-specific info, contacts, files, timelines, and anything else they need.
Can I share this template with my team?
Yes. You can keep a template private or share it across your entire team. Dock lets you manage visibility and permissions to keep templates organized.
What is a client dashboard template?
A client dashboard template is a customizable workspace that centralizes everything your client needs—onboarding tasks, timelines, shared files, custom reports, support resources, and contact info. It’s designed for real-time visibility into progress and tasks, helping both sides stay aligned. With support for widgets and data pulled from various sources, client dashboards become a central part of your client management process. They’re especially useful for onboarding, implementation, and ongoing client reporting.
What should you include in a client dashboard template?
A strong dashboard should offer clear visibility into client data and project progress. Include:
- Key milestones and dates
- Real-time project plan or onboarding checklist
- Contact info and internal roles
- Shared files (decks, contracts, training materials)
- Widgets for support tickets, calendars, or intake forms
- Custom reports tied to campaign or performance metrics
- Notes, updates, and status summaries pulled from live data sources
When should you use a client dashboard template?
Right after a contract is signed. It’s the perfect tool for onboarding kickoff, implementation planning, and check-ins throughout the client lifecycle. If you're running digital marketing campaigns or client training programs, dashboards also help track deliverables and automate client reporting across touchpoints.
Client dashboard best practices & tips
- Introduce the dashboard early in the onboarding process
- Embed widgets like calendars or task trackers for real-time updates
- Use Dock templates to build consistency across your team
- Leverage automation to create dashboards from CRM triggers
- Use notifications to nudge clients or internal stakeholders
- Monitor client access and engagement to identify potential churn
Client dashboard mistakes to avoid
- Overloading the dashboard with too much content or too many widgets
- Ignoring dashboard design—cluttered layouts hurt usability
- Skipping real-time updates or letting outdated info linger
- Using spreadsheets or static docs when client data can be dynamic
- Forgetting to enable notifications or automate updates
How to share a client dashboard internally
Use Dock’s shared templates and team permissions to distribute dashboards across CS, sales, or marketing. You can make templates visible to the whole team or limit access to specific roles. Automate workspace creation through CRM integrations to ensure consistency across every account.
How to share a client dashboard with clients
Once the workspace is ready, send your client a direct link—no password required. Walk through the dashboard during your kickoff call and explain how to use it for real-time updates, resource sharing, and communication. Set expectations around how often it will be updated and use notifications to keep clients in the loop.
How is this different from a project management tool?
Unlike traditional PM tools, Dock’s client dashboard is designed for external use. It’s simpler to navigate for customers, requires no login, and prioritizes clean dashboard design over internal task tracking. You can embed widgets, automate updates, and give clients access to the exact data and files they need—without overwhelming them with extra features.
Can I track client engagement with the dashboard?
Yes. Dock provides detailed engagement tracking, so you can see who’s viewing your dashboard, which files or links they’re clicking, and how often they return. This client data can help you prioritize outreach, flag at-risk accounts, or inform your client reporting.
Can I embed other tools into the dashboard?
Definitely. You can embed calendars, forms, PDFs, Loom videos, or analytics dashboards. This allows you to pull in data from different sources and create an interactive, real-time experience using widgets your clients already know.
Does Dock support custom branding?
Yes. You can fully customize your dashboard design with your logo, brand colors, and even client-specific naming. Each client gets a polished, branded experience—without needing to manage new accounts or passwords.
Can I use this for onboarding and ongoing account management?
Absolutely. Start with onboarding, then evolve the dashboard into a hub for renewals, QBRs, campaign performance, or support touchpoints. Dock supports long-term client management and helps keep the relationship organized and scalable.
Can I automate dashboard creation for each new client?
Yes. Dock supports automation through API and CRM integrations. You can auto-generate a dashboard when a deal closes, prefill fields with client data, and assign the workspace to the right internal owner.
What makes Dock better than sending a Google Doc or Notion page?
Dock dashboards are dynamic and purpose-built for client collaboration. Unlike static docs, you get real-time visibility, built-in widgets, custom reports, and engagement tracking—all in a secure, easy-to-share workspace. Plus, Dock templates save you time by standardizing your process across all clients.
All rights reserved.
