Client Dashboard
A centralized view of revenue earned from client engagements across consulting, coaching, freelance, and other time-based service industries. It is designed to help service providers monitor billing, track income trends, and evaluate client or project profitability.
By
AnyDB
The AnyDB Client Dashboard template offers a centralized, visual overview of client revenue and engagement metrics for service-based businesses. Designed to work alongside the Client and Client Engagement templates, this dashboard aggregates total revenue, client count, and individual client contributions in real-time—making it ideal for consultants, coaches, and freelancers managing hourly or session-based income.
Suitable for
Description
This template dynamically pulls and summarizes data from linked Client records, each of which contains its own Engagement sub-records. The dashboard aggregates key metrics such as:
- Total number of active clients
- Total amount billed across all clients
- Revenue per client (linked and displayed inline)
- Number of engagements per client (linked from sub-records)
These values are visually presented through styled badges and calculated fields, allowing the user to assess business performance at a glance. The dashboard also supports embedded links to client profiles and engagement summaries through reference fields.
Key Data Stored
- Business Name – Displayed at the top for personalization
- Total Clients – Count of all client records linked to the dashboard
- Total Revenue – Sum of all revenue across client engagement records
- Client References – Embedded list of clients tracked in the business
- Revenue Per Client – Dynamically pulled from each linked client record
- Engagements Per Client – Linked and displayed for transparency
- Formatted Amounts and Counts – Visual currency formatting and layout badges
Business Use Cases
- Small Business Owners – Track revenue trends across multiple clients
- Consultants & Coaches – Monitor income distribution across engagements
- Client Account Management – Identify top-value clients by revenue contribution
- Operations & Admin Teams – Prepare finance summaries or reporting views
- Growth Monitoring – Use total client and income metrics for forecasting
Why This Template is Powerful
- Real-Time Rollups – Automatically reflects updates made in client or engagement records
- Reference-Aware Display – Links to individual clients and their total contributions
- Scalable – Supports dozens or hundreds of clients with dynamic reference logic
- Beautiful Visual Summaries – Color-coded badges and sections highlight KPIs clearly
- Centralized Navigation – Functions as a launchpad for accessing all active client profiles
This dashboard serves as the executive view for client-based income streams, bringing together billing, engagement, and revenue data into one clear, actionable template.