Define customer KPIs

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The data collected in the first step will help you identify relevant KPIs to track in your dashboard.

For example, if you build e-commerce websites for your clients, they'll want to measure the effectiveness of your service and how it impacts their bottom line, from site speed to security measures.

In this case, your key metrics would be page load times, uptime reliability, traffic conversions, and cart abandonment rates. Providing anything else that doesn’t fit your business strategy would be a waste. ClickUp Goals, for example, can be a valuable addition to your dashboard creation process.

Within the platform, you can create measurable goals specific to each client's laos whatsapp number data needs and break them down into objectives, including numerical counts, monetary values, tasks completed, or binary (true/false) options.

Customer Panel: ClickUp Goals Culture Index Survey

Lead your customers to the right intent with ClickUp Goals

You can also create folders within the platform to track KPIs by category, such as sprint cycles, OKRs, weekly scorecards, and any essential goals in one place.

3. Layout and user interface design
When designing your dashboard experience, put the customer perspective first. Your primary goal should be functionality and ease of navigation. You don’t want your customers to search for information, but for clarity and simplicity.

So, think about your workflow and ask yourself questions like:

What is the first thing you want to see when you go online?
What is the best way to ensure the interface is intuitive for new users?
What level of customization do you expect in terms of design, widgets or data visualization options?
Are there any accessibility features (e.g. keyboard navigation, single-screen reader support, or text-to-speech) that should be considered?
As a sales enablement platform, imagine providing customers with a portal that displays metrics in prominent areas – at the top or in a section marked “high priority”

Group related metrics logically to improve usability.

For example, data related to customer interactions (such as number of follow-ups or response time) can be in one section. At the same time, sales performance metrics (e.g. deals won, backlog growth, and revenue forecasts) can be grouped separately.

This structured sales team CRM reporting allows your customers to interpret their data at a glance without information overload. ClickUp dashboards in particular offer customizable layouts that allow you to design an interface focused on customer needs. Using widgets as building blocks, you can add charts, task lists, and status indicators to prominently display relevant information.