As an agency owner, there is no better feeling than bringing a new client into the fold.
While this is a big boost for your business, it also means more responsibility. Not only do you have to complete the work you promise, but you also need to create and share reports to ensure that everyone is on the same page.
Here’s the problem: you spend so much time doing big things for your clients that you come up short in regards to reporting.
You have the option to manually create reports for each client, but this becomes more demanding as your business grows. Additional challenges associated with this approach include:
- Time requirement to create a single report
- Potential for data inaccuracies
- The overall appearance of the report
Do you really want to spend hours on end creating a report? Are you okay with the idea of including inaccurate data (hopefully not)? What will your clients think when they receive a report that looks like it was created in 1999?
Fortunately, you no longer have to bog yourself down with these common challenges associated with client reporting. Dasheroo has you covered.
Not only can you quickly customize each report with a variety of insights, but you can also take advantage of features such as:
- Alerts (so you keep track of the good and bad in real time)
- Email dashboards
- Export dashboards to PDF or PNG format for easy sharing
- Invite unlimited people to share and collaborate
- Slideshow mode for internal use and/or presentations
Note: our Free, Tall, Grande, and Venti plans are great for individuals and companies of all sizes, but it’s our agency plan that will suit you best.
In the past, you may have struggled with the creation and sharing of client reports.
Now, you can use Dasheroo to save time and impress your clients – and there’s nothing better than that!