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Copy a template that combines multiple data sources
An account manager dashboard is an interface tool that consolidates data from multiple sources (e.g., CRM systems, sales platforms, customer feedback tools) to track and display key performance indicators (KPIs) (e.g., client retention rate, sales growth, customer satisfaction), enabling account managers to monitor client relationships and performance and create presentations for stakeholders and executives.
Account manager dashboards are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.
An actionable account manager dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.
Executive dashboards for CEOs, CFOs, and stakeholders show the bottom-line impact of account management. Reviewed weekly, monthly, or quarterly, they include:
Manager dashboards have cross-client views with drill-downs to see performance by client, industry, region, team member, and service level. They help align teams, define strategies, and include:
Operational dashboards for analysts and account managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:
Operational account manager dashboards are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.
To build an account manager dashboard, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the dashboard, design and share via link, PDF or email.
Here’s the breakdown:
Define and connect the data sources to bring to your dashboard. Common sources are CRM systems for client data, sales platforms for revenue tracking, and customer feedback tools for satisfaction metrics.
To connect your data sources, go to portermetrics.com, choose the data sources to bring to your dashboard.
You can follow these tutorials on connecting your data:
Choose from dozens of account manager dashboard templates in Google Sheets or Looker Studio, designed for use cases like client monitoring, sales tracking, and service delivery.
Learn to copy Looker Studio templates.
While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom client interactions, CRM contact data, and all the fields and metrics that you define as "client success" and "revenue".
Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your account management reporting use cases, such as client monitoring, sales tracking, and service delivery.
Once your dashboard template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:
You can follow these tutorials on adding data to your dashboards
To make your account manager dashboards truly white-label you can add logos, colors, fonts, and styling to mirror your brand.
Follow these tutorials to design your account manager dashboards:
Share your account manager dashboards via links, PDF, schedule emails, and control permissions.
Account manager dashboards should include a mix of client relationship, sales, service delivery, and satisfaction metrics and KPIs to fully understand the performance of account management towards business goals. They include:
Client relationship KPIs measure the engagement and satisfaction process, regardless of the channel:
Efficiency KPIs compare your account management outputs to the cost, including:
Effectiveness KPIs compare the input with the output from one relationship stage to another
Sales and cost KPIs show the bottom-line impact of your account management performance:
To analyze these account management KPIs, segment them by: