There's no shortage of tools available in today’s digital world that can help agencies build their own custom solutions and deliver them to customers via a white label service or as part of an SaaS product. The industry term for these services is called “dashboard” - but what exactly does it mean? In this article we will explain all about white label dashboards.
We often hear from our readers who want to know how they should go about choosing the right kind of dashboard for their company. Choosing the right tool for building out a solution can be overwhelming when there are so many options available on the market – especially if you don't have much knowledge about which one would work best for your business needs.
To make things easier for those looking into getting started with white label dashboards, here's a quick overview of what makes up a dashboard. We'll also provide some insight into the various kinds of dashboards and what each type offers.
Before diving into the technical details behind a dashboard, let’s first look at why someone might choose to use one. A dashboard provides a single interface where users can access information across multiple systems (e.g., CRM, CMS), channels (email, social media) and devices (mobile phone, tablet). It consolidates data, automating processes, giving real time insights, and enabling better decision making.
When thinking about how to set up a dashboard, it helps to think about its purpose first. What do you hope to achieve by using a dashboard? For example, maybe you want to improve customer engagement across multiple touchpoints like email campaigns and webinars. Or perhaps you want to monitor performance metrics like lead generation, website traffic, sales team productivity, etc.
Once you've thought through your goals, you're ready to start exploring different dashboard products. But before doing that, it's important to understand the key components of any dashboard. Here's a brief rundown of the elements involved in building a solid dashboard.
A dashboard essentially consists of two parts: a front end user interface and a back end processing engine. There are several ways to configure both sides of the dashboard, including cloud based platforms, self hosted applications, APIs, or even browser plugins. Each option comes with pros and cons depending on your specific requirements. Let's take a closer look at the most common options.
One way to implement a dashboard is to install desktop apps on individual computers. These typically require installing third party addons such as Adobe Analytics or Google Tag Manager. However, you may not always have control over what happens after installation. If you decide to go down this route, be prepared for increased maintenance costs as well as potential security concerns due to lack of centralization.
Another approach involves setting up a serverless architecture using a platform like Klipfolio. Once installed, you can deploy a fully customizable dashboard directly onto a Kubernetes cluster without having to worry about managing servers yourself. Allowing you to focus more on solving problems instead of worrying about infrastructure management.
Klipfolio comes with preconfigured integrations for popular vendors like Salesforce, Hubspot, Marketo, Zendesk, Slack, Intercom, Jira, and others. You can easily connect to other systems like Microsoft Dynamics 365 and Oracle EPM using API connectors. And you can manage your entire workflow with a powerful drag & drop editor.
Finally, you could opt for hosting a white label dashboard on your own private instance of Amazon Web Services (AWS). Using AWS allows you full flexibility regarding deployment location, configuration management, scalability, cost optimization, and ease of integration with existing systems. On top of that, you get complete freedom to customize your dashboard and integrate additional features like chatbots, forms automation, advanced reports, or AI/ML powered recommendations.
But whatever method you choose, ensure that you stay within budget while still delivering high quality results. As mentioned earlier, there are numerous options to choose from. Depending on your level of expertise, price point, and desired functionality, you may find that a paid subscription model works best for your organization. Alternatively, you may prefer to host your dashboard internally and pay only for what you actually use.
In either case, you'll want to check whether the vendor offers support contracts, free trials, discounts, etc. That way you can test drive the software and see how easy it is to use. Also ask questions related to customization options, integrations, and overall experience. For example, what sort of training material is provided along with the license? Does it come bundled with documentation or tutorials? How long does it usually takes to train new employees?
The bottom line is that every situation is unique and requires careful consideration. So the next step is figuring out what you really need. To address this question, it's helpful to break down your primary objectives into categories. Here's a list of typical dashboard uses cases:
1. Performance Management: You need to track how effectively your sales reps are performing against targets, e.g. generating leads, closing deals, etc.
2. Customer Experience Monitoring: It's crucial for companies to measure the effectiveness of their customer interactions. They want to know if the customer journey was successful and identify areas for improvement. Dashboards can help accomplish this task by providing detailed stats on conversion rates, bounce rate, average order value per visit, etc.
3. Lead Generation Optimization: You want to optimize your marketing efforts and maximize ROI. By leveraging analytics and machine learning algorithms, you can learn which methods generate the highest response rates. With this information, you can then adjust future strategies accordingly.
4. Marketing Automation: Using a dashboard, marketers can automate repetitive tasks like scheduling emails, sending follow ups, and handling customer complaints. And because automated workflows save time, they allow teams to spend less time on administrative overhead and focus more effort on growing revenue.
5. Digital Transformation: By improving internal collaboration between departments and optimizing resource allocation, companies can cut operational expenses and increase efficiency. Plus, they gain visibility into their current state and plan for the future.
6. Business Intelligence: With a dashboarding solution, businesses can visualize big data sets and analyze trends, patterns, and correlations to spot opportunities and threats faster than ever before.
7. Content Creation: Content creation plays a huge role in boosting brand awareness and driving conversions. Companies can leverage content curation tools to collect relevant articles, blog posts, videos, images, infographics, etc. Then distribute them to targeted audiences and promote them via email newsletters, ads, landing pages, etc.
8. Collaborative Workflow: Managing project timelines, resources, assignments, approvals, etc. can be tedious and confusing. Instead of relying on spreadsheets, managers can rely on dashboards to keep everyone informed of progress made throughout the process.
9. Data Security: Companies must comply with GDPR regulations and protect personal identifiable information (PII) from unauthorized access. A dashboard gives IT admins greater visibility into PII usage and ensures compliance with strict privacy protocols.
10. Compliance Reporting: Organizations need to adhere to certain government regulations. One requirement is that companies must submit regular financial statements to regulators. A dashboard keeps these documents organized and accessible.
11. Project Tracking: Dashboards facilitate communication among stakeholders involved in complex projects. From planning meetings to project milestones, participants can view updates in real time and collaborate efficiently.
12. Internal Communication Tools: Many organizations use a combination of messaging, video conferencing, blogs, wikis, forums, etc. as part of their daily operations. Having a standard way to communicate internally is critical for keeping teams aligned and productive.
13. Employee Training: An effective employee onboarding program is vital for attracting talent and retaining workers. Managers need to be able to quickly assess applicants' skills and competencies. By implementing a dashboard, HR professionals can streamline hiring procedures and speed up the selection process.
14. Client Portal Integration: Most agencies offer a variety of services to their clients. Many times, however, clients aren’t sure where to begin when trying to establish a relationship with the firm. Through a simple dashboard, firms can show prospective clients exactly what they offer and how they benefit their prospects.
15. Customized Applications: Clients often request special programs tailored to meet their needs. Agencies can use dashboards to develop custom solutions and then charge higher fees for the privilege.
16. Agency Analytics White Label Pricing: If you sell your services under the banner of another company, you likely need to maintain separate accounting records, purchase licenses separately, and handle billing differently. An analytics dashboard lets you consolidate accounts, reduce errors, and simplify administration.
17. Agency Analytics Software Licensing: Agents who use software owned by another provider must acquire a separate license for each application. By offering white label analytics, agencies can bundle all licenses together and pass savings on to customers.
A lot of people use Klipfolio (also known as KPI) dashboards in their agencies and businesses because they are simple tools that help them track key metrics quickly and easily while still providing an extensive amount of information about their business.
Klipfolio's main strength comes from its ability to provide clients with easy access to data without having to download or install any software on their end. What this means is that there’s no additional work required by users – all it takes is one click to get started! You will also find that many other features come included if you decide to purchase a dashboard such as reports, templates, integrations, and more.
While Klipfolio itself does offer some great value options out of the box, we know that not every company needs quite so much functionality. That’s why we created our Agency Analytics White Label Dashboard which provides agencies looking to save money and time with a solution that offers just enough customization to keep things interesting but still allows room for growth. Here’s what you should expect after purchasing this product...
When building a new dashboard, you want to be sure that the design is aesthetically pleasing and functional first and foremost. The best way to ensure that these two factors align well is to hire someone who understands how to put together a beautiful dashboard. If you don't have anyone like this available to you at the moment, then the next best option would be to start small and slowly add pieces over time until you feel confident that you've got something nice going for yourself.
As far as functionality goes, you'll want to think about where exactly you plan to display your dashboard and whether or not you're planning on using it outside of your website. For example, if you were thinking about putting up a dashboard inside of Microsoft Teams, you'd probably want to take into account how large the dashboard was going to be before deciding on anything else. Keep in mind that you might even want to include a few buttons or links to other webpages within your dashboard for quick reference purposes.
You may also wish to look into adding images to certain areas of your dashboard depending upon your budget and/or personal preferences. These could range anywhere from icons to photos, logos, etc., and they’re typically best used sparingly since too many can cause visual clutter.
Another big factor to consider is accessibility. How accessible is your dashboard going to be? Are you only planning on giving it to employees who have full administrative privileges? Or will everyone who uses it have limited admin capabilities? It’s always wise to test out different scenarios here and see how each affects user performance.
Finally, you should try to avoid having too many elements on your dashboard. While it’s true that simplicity breeds familiarity, it doesn’t mean that you should sacrifice quality either. A good rule of thumb is to aim for around five to seven items per page (with a maximum of ten). You can always go back later and add more if needed.
Once you’ve decided on a theme, color scheme, and layout, you can move onto creating your dashboard. To begin, simply log into KlipFolio with your username and password and navigate to Dashboards " New " Blank. Once you enter your name and email address, select Dashboard Template and choose whichever template you prefer.
After selecting a template, you can customize it however you please. As mentioned earlier, you can change colors and text sizes through the Appearance tab and adjust background patterns via Background Patterns. With respect to layouts, you can switch between Fixed Width & Height and Relative Layout. When working with fixed width and height, you must set the height of your content area, whereas relative lays allow you to fill whatever space is left.
If you’d rather skip customizing entirely, you can instead opt for a ready-made dashboard. In order to do so, head back to the blank dashboard screen and click on Create New. From here, you’ll be prompted to choose a preconfigured template. Depending on which template you pick, you can immediately dive right into editing the dashboard.
This process involves clicking on Edit button in the top right corner of the dashboard. Next, scroll down to the Content section and type in whatever information you’d like to appear under each element. Be sure to pay close attention to the position of each item as well as the size of fonts and graphics. After finishing off your edit, hit Save Changes. Now that you’ve finished crafting your dashboard, you can proceed to publishing it.
To publish your dashboard, hover over Dashboard Settings and press Publish. Thereafter, you can login back to Klipfolio and view your newly published dashboard. At this point, you can give it a title and share it using social media channels. However, there’s nothing stopping you from tweaking it further once you’re done sharing.
Of course, if you aren't interested in choosing a preconfigured template or sticking with the basic default appearance, you can create your very own dashboard from scratch. All it requires is a bit of HTML knowledge. Fortunately, there are plenty of free resources online that teach you everything you need to know about coding including Google Docs' Markdown editor.
Before moving forward though, it’s worth mentioning that you shouldn’t attempt to code anything unless you have previous programming experience. Otherwise, you risk doing serious damage to your device and potentially losing valuable data. Instead, you should focus solely on designing your dashboard and leave the rest behind.
The following guide walks you through the entire process step by step:
1. First, sign up for a GitHub account. GitHub lets you collaborate with others and helps you share projects with others across platforms.
2. Next, open up a browser window and navigate to GitHub.com. Click Sign Up Free.
3. On the next webpage, enter your Github Username and Email Address.
4. Finally, click Join GitHub and follow the instructions provided.
5. Once you complete signing up successfully, you’ll receive an invitation link. Copy this link and paste it directly into your browser bar.
6. Head over to Markdown Editor on Google Drive. Select File " Make a file public.
7. Then, copy the URL from your clipboard and paste it into the field labeled Public Link. Hit Enter and wait for the preview to load.
8. Upon completion, you should have a clean, organized workspace. Now that you have completed setting up your environment, it’s finally time to start building your dashboard. Go ahead and drag&drop the various components you like onto your canvas.
9. As long as you stick to the formatting guidelines outlined above, you should be able to finish your project relatively quickly. Once you’re happy with the final result, you can now upload it to Klipfolio and have it live on your site.
10. Lastly, remember to delete unnecessary files from your computer once you’re done working. Doing so will prevent future problems and speed up overall workflow.
Yes, absolutely. Although the steps involved in creating your own dashboard may seem daunting at first, they really aren’t that difficult to figure out. And if you ever run into trouble along the way, you can always reach out to us for assistance. We’re always willing to lend a helping hand whenever possible.
A dashboard can be defined as the graphical representation of data that shows how something works or what's going on right now. It gives us an instant visual overview, helping us quickly understand trends and patterns in our business. Dashboard charts are often found in financial services companies, but they're also popular with other industries such as healthcare and technology.
In this article we'll cover some of the most important questions when it comes to choosing which dashboard tools you should use, as well as tips on setting up a dashboard project from start to finish. We'll explain why a dashboard might be useful, and show you examples of different types of dashboards. And finally, we’ll give advice on finding a good service provider who will help you get started!
Choosing the correct software for your dashboard requires careful consideration. There are many different options available, so here we've collected all the information you need about them below. If you'd like more details, just follow the links at the end of each section - there are plenty of resources online where you can find out more.
There are two main types of dashboard software: those built by third parties (such as Klipfolio) and those designed specifically for agencies (like Kounta).
Klipfolio is one of the most widely known brands within the industry, and their flagship product is called Klipfolio Enterprise. The reason they have become so successful is because they offer full support for both large enterprise organizations and small businesses alike. They provide features including multi-user access, custom branding, multiple languages, mobile apps, integration with Google Analytics, customer management systems, CRM solutions, web content management, email marketing, API integrations, and much more. Their price starts from $29/month per user.
If you want to go down the route of designing your own dashboard solution then you could opt for either Kounta (formerly known as Kontra), or another brand called Xtream Labs. Both of these products allow users to build custom reports and dashboards using SQL queries. However, they aren't quite as feature rich as Klipfolio's offering, although they still come equipped with plenty of additional functionality. You may not prefer building your own dashboard if you’re looking for a fully integrated platform though – especially since you don't always know exactly what you need until you see it working live.
The final option is to use a ready made dashboard solution such as Kounta. These are usually less expensive than creating your own solution, and include powerful tools such as drag & drop widgets, automatic charting, and even automated emails triggered by events. All you need to do is add your company logo and colors, and you're done! Pricing starts from $49/month plus annual license fees depending on the version you buy.
Once you’ve decided whether you would rather design your own dashboard or purchase one, you’ll need to decide which specific type of dashboard you require. For example, if you run an ecommerce site then you probably won’t need anything too complex. On the other hand, if you work for a creative firm then you’ll definitely need something with advanced visuals and interactive elements. Some of the key things to consider include:
Whether you plan to integrate the dashboard into your existing website or app
Whether you intend to make the dashboard public or keep it private
You can find lots of free templates online if you really struggle to figure out what sort of dashboard you need. But once you've got an idea of what kind of dashboard you want, you'll need to think about the technical requirements involved in getting it set up correctly. Here are some of the essential factors to take into account:
Do you need a responsive layout?
Are you planning to embed YouTube videos or images onto the page?
Where does the dashboard sit with regard to your CMS? For instance, if you use WordPress then you'll need to ensure that the dashboard fits in nicely with its template system.
Do you need to connect directly to a database? Or will you rely instead on APIs?
How big is the dataset you wish to present through the dashboard? Will you need to pull it from a single source or combine several datasets together?
It's worth taking the time to learn about the various platforms before deciding which ones to try first. Once you've narrowed down your choices it becomes easier to compare prices and features between providers.
Now that you've figured out which dashboard software you need, you'll need to select a suitable provider. As mentioned earlier, there are numerous vendors providing similar services, so it pays to shop around and do your research. Below we outline three of the most common ways to approach this process:
Browse the internet for reviews
Get quotes from potential partners
Ask friends and colleagues who use the same software
These methods are effective, but bear in mind that not everyone is willing to reveal any confidential information. So if you’d prefer to speak to someone face to face, you can attend a trade fair or event dedicated to the topic. Alternatively, you could sign up to a newsletter or mailing list hosted by a particular vendor.
Finally, if you’re struggling to narrow down your search, you could look beyond the world of traditional software solutions and explore alternative approaches. Perhaps you could hire a freelance developer who specializes in data visualization? Or perhaps you could pay a data scientist to crunch numbers for you?
So, after reading this guide you hopefully now feel better prepared to pick the perfect dashboard tool for your needs. In reality, however, it doesn't matter which package you ultimately choose. What matters is that you get something that fulfils your exact requirements and suits your budget.
In terms of cost, the most basic way to use dashboards is to simply download the free sample files provided by your chosen provider, install them on your server, log in via FTP to edit them, and upload back again whenever you want to update the dashboard. Of course, this isn’t ideal if you want the flexibility to change the appearance of your dashboard without having to ask permission every few months. Alternatively, you can invest in a premium subscription package that includes ongoing support and updates. Prices range from $49-$299, depending on the number of users.
On the whole, we recommend starting off with the cheapest package possible, and only moving towards more expensive plans if needed. After all, the vast majority of agencies already spend thousands of dollars on other areas of IT, and your dashboard shouldn’t be any different.
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