Using Reporting Dashboards to Build Client Trust

When offering your marketing services to clients, one of your main goals should be to build trust. After all, you want the client to stick around and continue using your services.

One of the ways you may have managed that up until this point is by providing detailed reports to your clients, showing them exactly what your services have achieved in a specific timeframe. However, as you likely already know, SEO reports for clients don’t always meet expectations, and you may have some clients who still aren’t 100% sure of the results you are delivering. In this case, another method may be necessary, such as reporting dashboards.

What is Dashboard Reporting?

Dashboard reports are a type of continuously changing reports that show real-time updates for clients. These offer clients all the important data they want to see in a clear manner. It is an online representation of key performance indicators (KPIs) and other metrics to showcase a business’s performance, which is why so many marketing agencies find them useful.

Dashboards vs Reports

On the one hand, SEO reporting tools (like our SEO reporting software) showcase in-depth analysis of data. This is often very specific to a timeframe or subject, tailored exactly to what a client wants to see. For example, the report may show content analysis, recent performance, website traffic, and sales figures. Often, software reporting is used to streamline this task, with some businesses using reporting software.

On the other hand, dashboard reporting provides a real-time overview of data and is often interactive so the client can find exactly the data they are looking for. Dashboard reporting is typically used to show similar metrics to reports and is done so in a clear, easily understandable format.

The Benefits of Dashboard Reporting

You likely already know why white label SEO reporting is important and have perhaps invested in white label SEO reporting software. So, what about dashboard reporting? Is it worth it to build trust? These benefits indicate that it definitely is.

It Boosts Communication

You will likely already know how important good communication is between you and your clients. Great white label SEO software for agencies will dramatically enhance communication, providing instant access to relevant data in a clear, precise manner. As such, you will find you do not receive as many similar questions from clients as they will already have access to those answers.

The Ability to Track a Range of Data

Dashboard SEO reporting for agencies can track a range of data, which is massively useful as it means showing clients the metrics they are most concerned about. That may include competitor analysis, reliable keyword rank tracking data, website rankings, revenue growth, and more. Here, you have the ability to pick the KPIs that your client is most interested in – tailoring the dashboard to their preferences is key to making them happy.

It Proves Your Worth

Many marketing agencies have trouble proving their worth to clients, as many of the chances are small and happen over time. Agency focused SEO reporting software makes showcasing what you do much easier, as the real-time data provides a clear vision of how your services are having an impact, and, in turn, it means the client is more likely to trust you and continue using your business. You can even create branded SEO reports for extra authority.

It Saves Time

Imagine all of the time spent on building detailed white label reports for your client being washed away. With dashboard reporting, you can rest assured the data gets updated without any physical input from you, meaning you can focus on other areas of the business.

It Provides Real-Time Updates

In this busy 21st-century world, many businesses do not have time to waste. Your clients probably do not want to wait too long for an SEO monthly report on how your services are genuinely helpful.

One of the biggest differences between typical SEO reporting tools and dashboard reporting is that dashboard reporting provides real-time updates. It’s a continuously changing report on specific metrics, meaning the data shown will be different from one hour to the next without anyone needing to actively change anything. As such, clients can check on the metrics that matter to them most, knowing they are as up-to-date as possible.

The Data Can Be Easily Shared

One of the best things about dashboard reporting is that the data can be easily shared with the right people. What makes it even better is that dashboard reports are typically very easy to digest, showing necessary information in a clear, digestible manner. That means you and your client can show this report to other people in a business, and they will quickly understand what your reports say and what they mean.

It Provides Faster Insights

Not everything goes smoothly 100% of the time. With dashboard reports, you have your finger on the pulse at all hours of the day. These fast insights mean you can solve problems quickly and make better decisions, which naturally makes the client more content with your services.

Need to identify issues on a website? Our SEO audit checker tool can help.

Better Accountability

With dashboard reporting, the data is clear and concise. Everything is transparent, which in turn results in easier accountability. This builds trust with the client, showing that your business is open about how it operates.

What to Look for in a Reporting Dashboard Software

So, you’ve realized you definitely need to invest in an SEO reporting dashboard to build trust with your clients. The next step is to find the right tools for dashboard reporting, and here’s what you should look out for when doing so.

Customization Options

No two dashboards will look the same. When looking for SEO reporting tools, it’s important to look at how the software can be tailored to your needs – meaning you can tailor the dashboard to your client’s preferences.

Data Security

Dashboards hold and showcase a lot of important data – the type of data you do not want to be leaked. Your business should never put another’s (or your own) at risk, which is why data security is of the utmost importance. Choose dashboard reporting software that pays special and close attention to how it handles data.

Ease of Use

You might be a wiz when it comes to data reports, but what about your clients? Your goal is a simple, easy-to-use interface that makes looking for specific data completely straightforward.

Ready-To-Use Templates

While it can be good to customize your own templates, having ready-to-use templates for dashboard reports can be very helpful. Many clients may only want a simple dashboard that showcases the most important metrics, which means you don’t need to spend all your energy creating a tailored dashboard that is unlike any other. Finding software reporting that has ready-made templates will save you a lot of time.

Data Integration

How well does the dashboard reporting software integrate with the tools you already use? Data integration is a key part of making dashboard reports work, which is why you must choose one that integrates seamlessly with your data.

Data Exporting

The ability to see the data on the dashboard is extremely useful, but what if you want to extract that data for another purpose? The software should be able to export data when necessary, whether that’s to Excel, JSON, or CSV.

Mobile Functionality

Many clients will want to access reports on the go, sometimes via mobile. It would also be helpful for you to be able to get on the dashboard on your mobile when necessary. To ensure no barriers to this, look at mobile functionality when searching for dashboard reporting software, as this will mean all-around access.

AI Insights

Do you want to get on board with AI integration? To boost efficiency, you can use AI-powered insights in your dashboard reports; just make sure to choose a reporting tool that allows for this.

Dashboard Reporting: Final Thoughts

Remember that the purpose of dashboard reporting is primarily to build trust with clients, which means matching the dashboard to keep their expectations. Whether they want to see specific KPIs, want a more user-friendly interface, or want clutter-free data, it’s essential to tailor the dashboard to the client to get the best out of them. After all, it’s all about proving that your services have a real impact.

Want More Insights?

If you are looking for powerful software reporting, you are in the right place. We provide a range of features, from our SEO keyword rank tracker to a white label SEO dashboard. Book a demo today to how our tools can boost your growth.