Build Dashboards for Your Consulting Clients

Introducing Dashboard Designers

Dashboard Designers is the training program from The Project Booth, a woman-owned and operated company. We teach bookkeepers, accountants, and consultants to build client-ready dashboards and package them into ongoing advisory services.

From building dashboards to teaching others

Before launching the training, our team built custom dashboards one-on-one through our Custom Built Dashboard Services. Those clients saw results such as growing manufacturing capacity by 25%, increasing profits by 33%, and tripling sales to $3 million.

Across those projects, the same lesson kept showing up: the software was rarely the obstacle. Most professionals understand why clients need better visibility. They get stuck on what to put on the dashboard. We built the training to solve that problem at scale, so more small businesses get the benefit of clear key performance indicators (KPIs) than our own team could ever serve one-on-one.

What we teach

• Start with the owner's decisions. Before adding a single metric, professionals ask the client which decisions they feel unsure about, which number they want to improve, and what got them stuck the most in the past year.
• Choose metrics from four categories: Marketing, Sales, Finance, and Operations. A focused dashboard of ten to fifteen relevant metrics beats fifty nobody discusses.
• Turn the dashboard into a service. Set up the dashboard, then hold regular advisory conversations about what changed and what to do next.
• Begin with one existing client. Professionals can prove the service before they scale it.

Working with Klipfolio

Klipfolio is the platform our students build on. It's cloud-based, so professionals and clients can open dashboards from anywhere. Its user management lets them share insights with clients while keeping sensitive data protected. Its connections to accounting and business tools reduce the manual work of rebuilding reports every month, so professionals spend their time interpreting results instead of assembling them.

Why Klipfolio?

Three things stand out for us: the growing list of integrations, ease of use, and the Klipfolio support team. Students can build and customize dashboards without a data warehouse or a technical background, which fits the small businesses they serve.

What's next

Small businesses are learning to track the KPIs that matter and run more efficiently, and professionals are adding dashboards to their service menus. To get a sample of what that could look like in your service menu, download our free 86 Metrics Guide with our top metrics clients pay for along with sample dashboards to get you started.