What is a dashboard template?

A dashboard is a tool used to provide real-time updates to clients or other team members. It helps to streamline the reporting process, so you can spend less time summarizing what has been done and more time doing the work that matters.

What is the benefit of using a dashboard template?

Dashboards are great for providing one central location for discovering all relevant information about a particular project. This can be great for individuals, teams and for sharing with clients. A dashboard document has all information related to a project in one place and organized clearly and comprehensively. That means all stakeholders of the project can visit it for updates on the progress of the project and for all other relevant information related to it.

What information can I include in a dashboard?

You can include any data that you think would be useful to provide keep referring back to. If using a dashboard with clients, this might include links to the project outline, the current status of the project, and links to the meeting notes and action points from the most recent meeting.

Template Gallery

Free document templates for Dashboards

Client dashboards offer a simple way for freelancers and agencies to share updates with clients. A client dashboard provides real-time updates to clients and takes the effort out of the reporting process; so you can spend less time summarizing what’s been done and more time actually doing the work that matters.