Client Tracking

Free Client Tracking Dashboard Examples and Templates

These client tracking dashboards come pre-built with some of the most commonly tracked project management KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

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Custom dashboard

Build custom Client Tracking dashboards

No design or coding skills necessary.

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What is a Client Tracking Dashboard?

A client tracking dashboard allows you to easily track and manage all ongoing projects for your clients at a glance.

With this dashboard, you’ll be able to monitor all your clients, the status of their projects, team progress towards hitting set targets, time spent on each task, and billings, anytime, anywhere.

What Should Be Included in a Client Tracking Dashboard?

Avoid the temptation to include a bunch of client tracking metrics that don’t matter to your business. Build your client tracking dashboard to showcase only meaningful project management metrics and KPIs. This will in turn, allow you to stay on top of your clients’ projects and deadlines, improve operations efficiency and communication across teams.

The most important client tracking metrics you should be tracking are:

  • Hours tracked
  • Billable amount
  • Time report by clients
  • Time report by projects
  • Time report by tasks
  • Uninvoiced amount

How to Create a Client Tracking Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block

Explore even more Project Management dashboard templates