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Specialized dashboards for key accounts

Client Performance Dashboards

Build dedicated performance dashboards for client or brand reporting, with report-specific tabs, pacing views, audits, and secure shared links.

Client Performance Dashboards preview
Dedicated client views
Report-specific dashboard tabs
Secure public share links
Overview

What Client Performance Dashboards does

Client Performance Dashboards are dedicated reporting surfaces for priority client, brand, or account workflows that need more structure than a generic report. They can include specialized tabs, pacing views, SEO sections, monthly summaries, paid media OKRs, business performance views, and secure public sharing.

This feature is useful when an agency or internal team needs a tailored dashboard for a specific operating model. The public page explains the capability without exposing private client data or internal-only report links.

Why it matters

Built for practical marketing work

Give priority clients or brands a reporting surface tailored to their operating questions.

Combine performance, pacing, audit, SEO, Meta, and monthly report views where needed.

Share locked public report links without exposing the full dashboard sidebar.

Workflow

How Client Performance Dashboards works in AKM

1

Define the report surface

Choose the account, client, report type, date behavior, tabs, and metrics that belong in the dashboard.

2

Review the dashboard

Use specialized sections for performance, campaigns, conversion quality, pacing, SEO, or Meta reporting.

3

Share when ready

Generate a public report link for stakeholders who need the report view without broader app access.

Design around the client question

Specialized dashboards should reflect the business questions a client or brand actually asks: budget pacing, lead quality, campaign waste, SEO movement, monthly summary, or channel performance.

Choose report tabs that match the operating rhythm
Use account-specific metrics and definitions
Keep stakeholder summaries close to detailed tables

Combine report types in one place

A client dashboard can combine several report styles when the account needs them: paid media monitoring, conversion action review, business performance, SEO, Meta performance, and pacing checks.

Review overview, campaign, conversion, loss, and pacing sections
Use specialized dashboards for account-specific reporting
Keep report logic reusable across similar client needs

Share a controlled report view

Stakeholders may need a report without full dashboard access. AKM supports secure public report links for selected dashboard views so report owners can share the output intentionally.

Generate report-specific share links
Limit shared views to the selected report experience
Avoid exposing unrelated dashboard navigation
Operational detail

What teams should expect

Specialized tabs

Dashboards can include tabs for overview, campaigns, conversions, SEO, pacing, activity, and other account-specific sections.

Private by default

Client dashboards are protected in the app, while public links are generated only for selected shared report views.

Agency fit

The feature fits key account reporting where a standard dashboard does not fully match the client workflow.

Common use cases

Agency key-account dashboards
Healthcare performance reporting
Stakeholder report sharing

Explore next

Continue through related AKM features, connector pages, or setup guidance.

Custom ReportsReport BuilderTeam CollaborationData IntegrationsAKM Assistant
FAQ

Common questions

Are client dashboards public?

No. Dashboard routes are protected. Public access is limited to generated shared report links when a report owner creates them.

Can one dashboard include multiple report tabs?

Yes. Specialized dashboards can include report-specific tabs for the account or stakeholder workflow.

Why have this feature in addition to Report Builder?

Report Builder handles flexible report creation. Client dashboards support deeper, account-specific reporting surfaces when the workflow is more specialized.

Ready to see Client Performance Dashboards in action?

Start with connected data, then build the reports, conversations, and workflows your team needs.

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