Build Client Dashboards
Focus on outcomes. When an assistant builds a register or tracker for your client, Dimeri turns it into KPI tiles and charts your client can read at a glance. Dashboards come with the Project and Program plans.
Replace:
Excel
Power BI
Google Sheets
Client DashboardLatest
High risks6
Actions closed18
Overdue actions3
9Charts
4KPI tiles
v4Version
Actions closed81%
Show clients their numbers at a glance
Your registers and trackers become charts that rebuild when the latest version changes.
The problem
Hours formatting spreadsheets
You spend half the engagement adjusting column widths, colour-coding cells and building charts by hand. The formatting takes longer than the analysis.
With Dimeri
Charts without the formatting work
When an assistant builds a register or tracker, Dimeri turns it into KPI tiles and charts. Each step of the engagement gets one combined dashboard.
The problem
Clients cannot read raw data
You send a spreadsheet with 200 rows and the client has no idea where to look. They ask for a summary, and you spend another hour building one.
With Dimeri
Give clients numbers they read at a glance
Rows become totals and breakdowns in column, bar, line, area, pie and donut charts. If a chart does not suit its data, switch it to another type.
The problem
Stale snapshots that age overnight
You export a report on Monday and by Wednesday the data has changed. The client makes decisions on numbers that are already wrong.
With Dimeri
Show clients the current numbers
Edit the register in the app or apply the copy your client sent back. The dashboard rebuilds from the new latest version, with nothing to redo by hand.
Integrations
Connects to the tools you already run on
Google Drive
Gmail
OneDrive
SharePoint
Outlook
Start delivering dashboards in three steps
1
Create your workspace
Sign up free in under a minute, then create a client workspace with the client's details, scope and documents.
2
Invite your team
Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.
3
Get to work
Ask an assistant to build a register or tracker for the client. Dimeri turns it into KPI tiles and charts.
Partnership programme
Doing this for clients? Do it as a partner.
Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.
- A separate workspace for each client, with access you control
- A team of AI assistants per client that works from your scope
- Board-ready reports drafted from the register, not rebuilt
Frequently asked questions
Ask an assistant in the client workspace to build a register, tracker or matrix. Dimeri turns that deliverable into KPI tiles and charts, with one combined dashboard per step.
Dashboards are built from the registers and trackers the assistants produce in the client workspace. You can also upload an Excel or CSV file for the assistant to work from.
You can switch any chart to another type, such as column, bar, line, area, pie or donut. The layout itself is built for you from the deliverable. On the Program plan, Ask AI explains what a chart shows in plain language.
Invite the client to their workspace as a Viewer. They can open the dashboards, documents and deliverables but cannot chat or change anything. Each person you invite uses one of your plan's seats.
Yes, when the deliverable changes. Every save of a register or tracker is a new version, whether you edit it in the app or apply the copy your client sent back. The dashboard rebuilds from the latest version.
Download the underlying register or tracker as Excel. You can also ask the assistant to turn the results into a PowerPoint deck.
Put the work on one platform
Focus on outcomes. When an assistant builds a register or tracker for your client, Dimeri turns it into KPI tiles and charts your client can read at a glance. Dashboards come with the Project and Program plans.
Book a demo