Turn your monthly report into a live dashboard each client can open anytime — results, KPIs, and progress in one branded link — and stop rebuilding a slide deck every reporting cycle. Clone the Client Dashboard Portal from Taskade Genesis and give your best retainer clients a reason to stay before the next renewal conversation.
The live app above is the real dashboard. Click "Use this app" to own a running copy in minutes: a working metrics view backed by a relational data table, with an AI agent that writes the narrative and automations that refresh on schedule.
Why retainer clients churn — and how this stops it
Retainer churn usually isn't about results. It's about perceived value: clients don't see the work. A live dashboard changes that. Workspace DNA closes the loop:
- Memory — every metric snapshot, campaign result, and milestone sits in a relational database linked to each client account via the Relationship field. Nothing is rebuilt from scratch each month.
- Intelligence — an embedded AI agent with 33 built-in tools reads the numbers and writes a plain-English narrative: what changed, why it matters, what's next. Clients get insight, not just data.
- Execution — built-in reliable automations refresh the dashboard on the first of the month and notify the client. No manual sends, no forgotten reports.
7 views on one dataset — pick the right layout per client
- Table for the raw metrics scorecard
- List for the highlights summary your client actually reads
- Board to track deliverable status alongside the numbers
- Calendar for upcoming milestones and review dates
- Gantt for long-term roadmaps with timeline context (Timeline lives inside Gantt)
All seven views render the same underlying data — no rebuilding when a client wants a different format.
Client-ready, secure, and connected
- GenesisAuth client logins (Business plan and up): each client signs into their own view — no shared dashboards, no accidental data leaks between accounts
- 100+ bidirectional integrations: pull analytics, ad spend, and CRM data in automatically — triggers pull events in from Gmail, Google Analytics, and your reporting stack; actions push summaries out to Slack
- 7-tier roles (Owner through Viewer): give each client read-only access to their dashboard with one permission toggle — learn more about permissions
- Clone-and-own with no per-seat tax: invite your whole team and all clients without billing surprises
Common questions
How does the data stay current without manual updates?
Automations connected to your integrations pull in fresh data on a schedule. The AI agent reads the updated numbers and rewrites the narrative automatically. You review and send — or let it run without intervention.
Can I use this for multiple clients?
Yes. Clone one dashboard app per client for full isolation, or use the Relationship field to run all clients from one workspace with per-client role permissions. The retainer capacity planner pairs well here to track hours alongside results.
What if a client wants a different metric layout?
Switch the view without touching the data. Each of the 7 views (List, Board, Calendar, Table, Mind Map, Gantt, Org Chart) renders the same dataset in a different layout — no copy-paste, no rebuild.
Pair with the Agency Client Portal for the full delivery side. Generate a custom KPI dashboard from a prompt or explore the Community Gallery for live examples. Learn to build dashboards with Taskade Genesis.