How To Create an Automated KPI Dashboard for Clients

All the data your clients need in one intuitive dashboard.


A KPI dashboard is an essential tool for presenting key performance indicators through interactive charts, tables, and graphs, enabling efficient, visual data analysis. Different from reports, these dashboards offer real-time data, optimizing resource use in data monitoring. This article delves into creating automated KPI dashboards quickly, simplifying KPI tracking and granting clients easy access to their most significant performance metrics.

Assuming that more data is automatically better, even if they asked for all their metrics, is a disservice to clients. After all, you don’t want them drowning in a sea of data without a life jacket. 

Focusing on the key performance indicators (KPIs) is how your agency demonstrates its value to clients–and tracks their goal progression. And an automated KPI dashboard streamlines your client reporting, keeping everyone informed with just the right amount of information. 

This guide shows your agency how to create automated KPI dashboards in minutes, making it easy for clients to access the key performance indicators that matter most to them. 

What Is a KPI Dashboard? 

A KPI dashboard displays key performance indicators (hence the acronym) in interactive charts, tables, and graphs, allowing for quick, organized review and analysis. Think VISUAL data for your clients.

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Key performance indicators are quantifiable performance measures over time for specific objectives, depending on your clients’ goals. KPI reporting dashboards enable any user to easily explore the data behind the KPIs and uncover actionable insights–right this second. They transform massive data sets from across your client’s organization into data-driven decisions that can improve your clients’ businesses.

Modern KPI dashboards differ from client marketing reports. A KPI dashboard includes real-time data, while a report is a snapshot of that data for a given period. Agencies that distinguish between the two and use them appropriately take full advantage of the benefits of data monitoring without wasting resources.

Types of KPI Dashboards Used by Marketing Agencies

KPI dashboards vary in type and complexity, catering to different aspects of digital marketing and client needs, and are often broken down by department, target recipient, or channel.

Here, we explore seven popular types of KPI dashboards commonly used by marketing agencies, delving into their functionalities and the specific aspects they cover.

1. Web Analytics Dashboards

Web Analytics dashboards focus on aggregating data from various sources to provide insights into website traffic, user behavior, conversion rates, and more. These dashboards typically draw from tools like Google Analytics, offering a detailed view of how users interact with a client's digital properties.

GA4 dashboard

2. Operational Dashboards

Operational dashboards display real-time data crucial for daily operations. They track ongoing campaigns, website performance, and immediate metrics, enabling quick responses to any emerging issues or opportunities.

Google Ads Budget Pacing Report Example

3. PPC Dashboards

PPC (Pay-Per-Click) dashboards are designed to monitor the performance of paid advertising campaigns. They measure progress in terms of click-through rates, cost-per-click, conversion rates, and ROI, offering insights into the effectiveness of ad spend.

AgencyAnalytics PPC Dashboard

4. Social Media Dashboards

These dashboards are tailored to track social performance indicators across social media platforms. They consolidate metrics like engagement rates, follower growth, and content performance, helping in crafting and adjusting social media strategies.

Social Media Dashboard

5. SEO Dashboards

SEO dashboards focus on SEO KPIs and organic search performance. They track keyword rankings, backlink profiles, organic traffic, and other SEO-related metrics, providing insights into the effectiveness of SEO strategies.

SEO Dashboard Template Example

6. Content Marketing Dashboards

Content marketing dashboards monitor the performance of various content pieces, including blogs, videos, and social media posts. They track engagement, shares, and conversion metrics to gauge the impact of content marketing efforts.

Custom Marketing Dashboard Template Example

7. Executive KPI Summary Dashboards

Executive KPI Summary Dashboards are designed for high-level stakeholders who need a consolidated view of the company's overall performance. These dashboards distill complex data into key insights, focusing on metrics that directly impact business objectives and strategic decisions. They often include a blend of financial metrics, marketing performance, operational efficiency, and customer engagement indicators.

custom social media dashboards

Other, often-used KPI dashboard examples include:

KPI Dashboards by Integration with Other Digital Marketing Tools

KPI dashboards can be integrated with a range of digital marketing tools to provide a more holistic view of marketing efforts. Integration with CRM systems allows for tracking customer journeys and understanding interactions at each touchpoint.

Email marketing platforms can feed data into these dashboards, offering insights into open rates, click-through rates, and campaign performance.

Similarly, integrating social media management tools can provide a centralized view of social media engagement and effectiveness. With over 80 built-in platform integrations to choose from, the possibilities are endless!

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Tailoring Dashboards for Different Business Sizes and Industries

Small Businesses

For small businesses, dashboards need to be straightforward yet insightful. They often focus on key performance indicators that directly impact revenue and customer acquisition, such as lead generation metrics, website traffic, and basic social media engagement. The dashboard template for small businesses is usually simpler, emphasizing easy-to-understand data visualizations and critical metrics that indicate business health.

AgencyAnalytics Salesforce Dashboard

Large Corporations

In contrast, large corporations require more complex dashboards that can handle a greater volume of data and more nuanced metrics. These dashboards often include advanced analytics dashboards and operational dashboards that integrate data from various departments and channels. They offer a more detailed analysis, such as market segmentation, customer lifetime value, and in-depth competitor analysis.

Easily Create Custom Dashboards & Reports

Industry-Specific Dashboards

KPI dashboards can also be customized for specific industries. For instance, a dashboard for an eCommerce business would focus heavily on conversion rates, cart abandonment rates, and average order value. In contrast, a dashboard for a service-based industry might emphasize customer satisfaction metrics, service utilization rates, and renewal rates.

Stripe KPI Dashboard Example

Utilizing Historical Data for Strategic Planning

KPI dashboards are not only about monitoring current performance but also about leveraging historical data for strategic planning. By analyzing past trends and performance, these dashboards help agencies predict future patterns and make informed decisions about where to allocate resources for maximum impact.

AgencyAnalytics HubSpot Data Trends

Whether it’s through analytics dashboards, operational dashboards, or channel-specific dashboards like PPC, SEO, and social media, these tools provide key performance indicators and data visualizations crucial for measuring progress and guiding decision-making.

Benefits of KPI Dashboards

Narrowing the focus of a KPI dashboard helps your clients understand what’s most important to them. This clearly shows how your marketing efforts are helping clients reach their goals. 

You want to show them enough data so that they feel fully informed without including distracting data points that just look good. Not sure what the difference is between KPIs and metrics? We explain this more in our blog post, KPIs vs. Metrics: What is the Difference? 

Metrics vs KPIs Graphic

The data your agency chooses to include will vary from client to client, but a general report could include KPIs related to website performance, organic/paid social media, email marketing, PPC campaigns, SEO, and lead generation. It may be helpful to create a separate report for each of these areas, but that’s something to determine with your individual clients. 

AgencyAnalytics KPI Report Templates

"Real-time dashboards are great for those more savvy business owners or decision-makers who understand the need to look longitudinally at their marketing investment. The transparency always helps to strengthen long-term relationships."

Bodie Czeladka, Creative & Managing Director at Dilate Digital

Overall, KPI dashboards deliver many benefits that help build agency-client relationships:

  • Providing a snapshot of all the information clients need to assess the success of their campaigns 

  • Allowing agencies and their clients to focus on immediate problems, issues, or any relevant information in line with priorities

  • Clearly communicating marketing objectives and allowing for transparent goal-progression, which in turn reduces churn 

  • Motivating employees to achieve specific goals and improve productivity

  • Helping businesses assess their competitive position and identify areas where they need to improve

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Impact of KPI Dashboards on Decision-Making Processes

KPI dashboards are instrumental in guiding decision-making in business and marketing strategies. Their primary function is to transform complex data sets into coherent visualizations, aiding in a data-driven approach to business operations.

Role in Data-Driven Decisions

The integration of KPI dashboards into decision-making processes shifts the focus from intuitive to data-driven strategies. These dashboards display critical metrics that are essential to track, offering a tangible measure of progress toward organizational goals. This clarity enables decision-makers to base their strategies on solid data rather than assumptions.

Streamlining Team Collaboration

Dashboards provide a centralized platform for team members to access and analyze real-time data. This centralized approach ensures that all team members have a uniform understanding of the company's objectives and performance. By presenting data in a user-friendly format, dashboards allow team members to quickly identify areas requiring attention and adjust their strategies accordingly.

Informing Strategic Adjustments

Dashboards play a crucial role in identifying the effectiveness of various strategies. They provide real-time feedback on the performance of marketing campaigns and business initiatives. This immediate insight allows for swift adjustments, enhancing the efficiency and effectiveness of strategies.

Establishing and Reinforcing Best Practices

KPI dashboards are valuable for recognizing and establishing best practices within an organization. They allow for a systematic analysis of past and current data, identifying successful strategies. This knowledge is critical in shaping future tactics and ensuring continuous improvement.

Predictive Analysis for Future Planning

Beyond tracking KPI's current performance, dashboards offer predictive insights. They help in forecasting future trends, enabling businesses to anticipate market changes and adapt strategies proactively. This forward-looking capability is crucial for sustaining competitiveness and growth. A KPI dashboard is about more than just tools for monitoring metrics; it is essential for informed, strategic decision-making. By providing comprehensive data analysis, dashboards enable businesses to make well-informed decisions, foster team alignment, facilitate strategic adjustments, establish best practices, and predict future trends.

AgencyAnalytics is one of the most essential tools we use as an agency. Not only do we use it daily with our internal team to check specific KPIs we are tracking through various dashboards, but it has also saved us countless hours with our monthly reporting.

Brian Ferritto
Brian Ferritto / Partner and Digital Marketing Director

How To Create a KPI Dashboard For Efficient Automation 

Creating a KPI dashboard for your clients doesn’t need to be complicated or time-consuming. You want your clients’ dashboards to provide a high-level overview, so simplicity is key. And creating a KPI dashboard with client reporting software like AgencyAnalytics streamlines the entire process.

KPI Tracking Dashboard Templates

Choose from poplular marketing dashboards including the following KPI dashboard templates:

Here are some simple steps to follow when creating the best KPI dashboards for efficient automation and improved client satisfaction:

Step 1: Identify Your Clients’ Most Important Objectives 

You’ll want to discuss with your clients what KPIs are important to them. If your client is in an analyst role, business manager, or an executive, they might want to know if specific KPIs are being met and gather key takeaways. If your client is a salesperson with little technical or subject matter expertise, they might need a simplified display that provides key customer insights or shows sales figures over time. 

An example of the AgencyAnalytics goal interface for automated client reporting

Create goals to automatically track the progress toward your client's top KPIs. Try AgencyAnalytics free for 14 days.

Whatever your client’s role, it’s important to determine (and agree upon) the most appropriate KPIs in your marketing dashboard

"KPIs allow us as, the agency, to demonstrate our value to the client," adds Jacob Hicks, Owner at Magnyfi. "There are basic KPIs such as spend, clicks, impressions, ranking, etc., but the real KPIs every client wants to know are leads and/or sales. When you can clearly demonstrate this, it increases your retention rate and keeps clients paying you month after month."

Some common KPI examples that we’ve seen agencies use: 

  • Sessions

  • Keyword Rankings

  • Channel Analytics 

  • Campaign Performance 

  • Leads

  • Sales and Goals

  • Conversion Rate

  • Revenue 

  • AOV

  • Cost Per Acquisition 

  • ROAS

Step 2: Make Sure Your Reporting Tool Pulls All the KPIs Your Client Needs 

AgencyAnalytics has over 80 integrations (such as Google Analytics, Facebook Ads, Backlink Manager, Instagram, Spotify Ads, and more) to ensure you’ll find the platform your client uses.

AgencyAnalytics Integrations List

With access to over 80 platform integrations, quickly and easily connect the marketing platform integrations that matter most to your clients to create a customizable marketing KPI dashboard. The most popular integrations from AgencyAnalytics users include:

Step 3: Visualize the Information

Explore and test out different charts and other ways to display data visually for your client’s dashboard. A map might work best to display social media followers in different parts of the world, a pie chart might work best for Google Analytics data, and a line chart helps visualize growth in the critical sales KPI. Give yourself time to play around or start with a pre-made dashboard template like our digital marketing dashboard template!

Customizable KPI Dashboard Example

Step 4: Customize Your Agency’s KPI Report

Starting with a KPI dashboard example is handy, but creating a report specifically catered to your client shows their data in a personalized way. It highlights that your agency cares about the reports you’re sending and delivers value by customizing their specific KPIs.

Agency Tip: Organize your client’s dashboards with title headers that they can understand easily. And don’t forget to white label your client’s marketing dashboard with your agency’s logo for an additional personalized touch. 

What To Look For When Choosing a KPI Dashboard Software

Your agency will want to choose a dashboard software that integrates with the key services that you offer. There is a variety of KPI dashboard software out there, but they’re not all created equally. When deciding which one best fits your agency’s needs, consider the following:


The ability to integrate with various platforms your client use is crucial. You don't want to be switching between platforms to get all of your client’s data into one place. AgencyAnalytics has 80+ to choose from to keep your reporting process streamlined. And that list keeps growing!

Understanding your clients 

There’s really only so much data the brain can process at once, and it does so most effectively with images. This is why dashboards are the most effective way to communicate and present data to your clients. Set up a simple structure with clear visuals to represent the data. Keep in mind that the average person can only remember 5 to 9 pieces of information at any given time. 

annotations and goals feature in marketing dashboards to track progress


Not everyone reads data the same way. Your agency software must allow you to choose how to display information to your clients. AgencyAnalytics enables agencies to display the data in the most intuitive formats, including pie charts, area charts, gauge charts, and even maps. 


Some dashboards limit the number of users who can access them or the number of people who can work on them simultaneously. Depending on your agency’s needs, check whether the software enables multiple users to work together or if you’ll have the ability to share the data with external users. 

User experience 

The user experience (UX) is crucial when considering what software to use. You want your agency’s KPI data to be displayed as clearly as possible but also have the ability to explain what the data means. Your KPI dashboard should give you the ability to label or include descriptions.

AgencyAnalytics Data Visualization Options

Real-time data

Streamline your reporting with real-time data. No more manual updates and long waiting periods to collect your agency’s data. Create operational KPI dashboards that provide real-time data that your clients can use whenever they want. For example, Monday morning meetings become much more efficient with an operational KPI dashboard in hand.  

Automated client reporting

Waiting a long time to compile all of your agency’s data is tedious and extremely time-consuming. Therefore, you’ll want to look for software that automatically gauges daily, weekly, or monthly pictures of your clients’ key performance indicators and puts them together in an easy-to-understand KPI dashboard. This automated process empowers you to quickly identify noteworthy patterns and deliver valuable insights.

New and improved integrations

It’s important to stay ahead of the curve with the ever-changing digital marketing landscape. Choose a KPI dashboard software that values improvement and constantly updates its integrations. When your client joins new, emerging marketing platforms, your agency should be able to provide the reports they need. 

AgencyAnalytics is a great tool to automate reporting to save time and reallocate that time towards real implementation work to improve campaigns and overall KPIs.

Dennis Dimka
Dennis Dimka / CEO
Uptime JurisPage

Why Should You Automate Your KPI Reports? 

Gathering your client’s marketing metrics from various marketing channels can quickly become time-consuming and repetitive. The biggest benefit of sending automated reports? Saving TIME.

Agency Analytics Report Scheduling feature

Quickly collect your client’s important KPIs in one place and have them updated automatically with custom dashboards and reports from AgencyAnalytics. An automated reporting system lets your agency focus on scaling rather than frequently creating tedious client reports. 

After building a report in AgencyAnalytics for the first time, you can then put the entire process on autopilot with a simple and scalable reporting schedule and approval process. Choose to send out reports daily, weekly, or monthly, compare against previous reports, and so much more. 

"There are so many features and they are all very easy to use. Having monthly reports sent to clients automatically couldn't be better. Clients are happy, I'm happy!”

Angus Ewart, Digital Marketing Director, Marwick Marketing

It’s time to streamline and automate your client's KPI reporting. Start Your Free 14-day Free Trial Today!

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Written by

Richelle Peace

Richelle Peace is a joyful writer with a degree in Journalism. She loves writing web content, blogs, and social media posts. Whatever the topic, she’s fascinated by learning and sharing.

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