What to include in a customer panel?

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The goal of designing a dashboard for your customers is to give them all the information they need without them having to ask for it.

Here is a set of all the functions it should normally offer:

Contract and Agreement Tracking: Easy access to review, modify or digitally sign contracts and agreements
Document Collaboration Center: A hub for writing, sharing and editing proposals, professional reports or design files
Security and Access Control: Protect sensitive data using multi-factor authentication (MFA), role-based access control (RBAC), and data encryption
Communication Features: Simplified correspondence with chat, message boards and email integration
Event or Meeting Scheduler: Integrated calendar tool to set appointments, deadlines and meetings
Project Status Overview: Instant visibility into key task milestones, deadlines, and deliverable progress
User-friendly interface: Intuitive design with clear labels and organized menu structures
Performance Analysis: A snapshot of metrics and KPIs that provides insight into the overall laos whatsapp number data performance of the company
Training Library: A repository of how-to guides, FAQs, and video tutorials to support customer training and onboarding
How to create a customer dashboard
Creating a dashboard can seem overwhelming, especially if it's your first time. It's best to take a step back and start with the basics. Let's break it down.

1. Define your goals
Before you do anything, think about why you want to create a dashboard for your customers.

What problems do you want to solve for them?

Do you need a way to track projects in real time? Is your problem organizing all the documents and invoices you receive?

Or do you simply want to minimize the strain on your teams when managing clients?

Whatever it is, ask your customers first.

Meet with them, either in person or virtually, or share an open-ended survey using customer feedback tools . Listen to their opinions, concerns, and ideas, and collect them neatly in ClickUp Docs .

With features like nested pages, styling options, and templates, you can create a centralized document that captures the “why” and “how” of your dashboard project.

You can collaborate with your team in real time within these documents, tagging them, assigning specific action items, and even turning comments into trackable tasks.