Manage Your Accounts with Confidence
Stay on top of your account portfolio with this powerful Google Sheets dashboard, designed to help account managers and businesses track key metrics like total accounts, revenue per account, retention, and new account acquisition. Whether you’re analyzing top-performing accounts or tracking revenue trends across industries, this dashboard simplifies your data into actionable insights that drive better decisions.
Track and Optimize Your Account Management Strategy
This Google Sheets dashboard provides a clear, data-driven view of your account portfolio. It tracks high-level KPIs and dives deep into revenue performance, enabling account managers and businesses to focus on building strong client relationships and driving growth.
High-Level KPIs Tracked:
Detailed Visualizations for Deeper Insights:
This dashboard is ideal for account managers and teams looking to track performance, focus on high-value accounts, and optimize client retention and growth.
This dashboard is built in Google Sheets, offering a cloud-based solution that’s accessible from anywhere. After purchasing, you’ll receive a secure link to your dashboard. Simply copy it into your Google account, and you’re ready to start tracking your account performance.
What You Should Know:
Focus on the Metrics That Drive Client Success
This isn’t just a collection of numbers—it’s a comprehensive tool built to help account managers identify trends, prioritize high-value accounts, and improve retention strategies.
Whether you’re focused on growing revenue, retaining key accounts, or identifying trends by industry, this dashboard is your ultimate tool for better account management.
A Google Sheets Dashboard is a prebuilt, professionally designed tool that helps you visualize and analyze your data. It organizes raw data into intuitive charts, graphs, and summaries, making it easy to track KPIs, monitor trends, and make informed decisions.
You provide your raw data by uploading it to a designated Google Sheet, and we handle the rest. Our service cleans, organizes, and structures your data, ensuring it integrates seamlessly into your dashboard. Automated updates ensure your dashboard stays accurate and up-to-date whenever you upload new data.
Google Sheets offers a flexible, user-friendly platform that’s perfect for quick iterations and real-time collaboration. Unlike complex tools that require significant setup, Sheets lets you hit the ground running. It’s also ideal for businesses not ready to invest in full-scale automation.
Yes! All prebuilt dashboards are fully customizable. You can tailor them to fit your unique business needs by editing the formulas, layout, and visualizations. If you need help making changes, we’re here to support you.
No problem! We can create a custom dashboard tailored to your specific needs. Simply fill out the request form, and we’ll send you a proposal detailing the setup fee, monthly subscription, and timeline.
Dashboards require consistent formatting and structure to work seamlessly. By sharing your raw data, we ensure it integrates correctly into the dashboard without errors. To avoid issues, we recommend using direct downloads from your systems instead of manually editing the data before uploading.
Yes! If you’re concerned about data confidentiality, we’re happy to sign your company’s NDA or provide our own standard NDA template for review.
Our dashboards are specifically designed for Google Sheets to leverage its unique features, such as cloud-based sharing, automation, and real-time updates. While you can export the dashboard to Excel, key features like automated updates and certain formulas may not function as intended.
Yes, a basic understanding of Google Sheets is required to use the dashboards effectively. You should be comfortable with tasks like copying and pasting data, navigating tabs, and making minor adjustments to formulas. Our dashboards are user-friendly, but they’re not designed to teach the basics of Google Sheets. If you're new to spreadsheets, we recommend reviewing some free Google Sheets tutorials before purchasing.
For setup services, you pay 50% of the one-time setup fee upfront and the remaining 50% upon delivery of the dashboard. The monthly subscription fee begins once your dashboard is fully set up and operational.
If you cancel your subscription or miss a payment, your dashboard will stop updating automatically when you upload new data. However, the dashboard itself will still be accessible, and you can resume the service anytime to restore full functionality.
The timeline depends on the complexity of your data and the scope of your project. For prebuilt dashboards with basic setup services, it typically takes 3–5 business days. Custom dashboards may take longer, and we’ll provide an estimated timeline in your proposal.
Our dashboards are professionally designed to save you time and effort. They include features like clear layouts, automated calculations, and customization options that you won’t find in generic templates. Plus, they’re backed by expert support to help you get the most value out of your data.
