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Client Dashboards

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2 Articles Tagged “Client Dashboards”

KPI Dashboards: How to Turn Discovery Calls into Auto-Updated Client DashboardsIndustry & Use Cases

KPI Dashboards: How to Turn Discovery Calls into Auto-Updated Client Dashboards

Transform discovery call insights into interactive, auto-updating KPI dashboards that position consultants as strategic partners rather than report factories.

kpi dashboarddashboard designdata dashboards+3
ML Clever Team
12 min read
Turn Discovery Calls into Auto-Updated Client DashboardsIndustry & Use Cases

Turn Discovery Calls into Auto-Updated Client Dashboards

Consultants capture notes and data during discovery, then spend weeks rebuilding it for client updates. Leading firms now spin up living KPI portals in hours—capturing once, updating automatically, and giving clients 24/7 visibility into engagement progress.

client dashboardsconsulting KPIsengagement tracking+4
ML Clever Team
17 min read

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