Unified Client Dashboard Build (Onboarding)

Unified Client Dashboard Build (Onboarding)

1. 01

   Inventory every client data source and its access credentials

   List all ad platforms, analytics tools, CRM systems, and spreadsheets the client uses. Confirm API access and note any sources that require manual export.

2. 02

   Map each source to the client's core KPIs and reporting cadence

   Define which metrics matter for weekly, monthly, and quarterly reviews. Align the dashboard structure with the client's business goals, not just available data.

3. 03

   Select a connector that covers the highest-priority sources

   Compare options like Supermetrics (100+ sources), Funnel (600+ sources), or Whatagraph for white-label needs. Choose based on source coverage, pricing, and whether the client requires branded reports.

4. 04

   Build a prototype dashboard with placeholder data

   Create a draft layout in the chosen tool, using sample data to validate that all key metrics can be pulled and displayed correctly before connecting live accounts.

5. 05

   Connect live sources and run a data validation pass

   Verify that numbers match the source platforms for a recent date range. Flag any discrepancies in attribution or currency conversion before showing the client.

6. 06

   Set up automated refresh and delivery schedules

   Configure the dashboard to update at the agreed frequency and schedule email delivery of PDFs or links to stakeholders. Test the delivery to ensure it lands in inboxes, not spam.

7. 07

   Document the dashboard structure and data definitions for the client

   Provide a one-page guide explaining each metric, its source, and any caveats. This reduces back-and-forth questions and builds trust in the numbers.