Template · Dashboard
Client dashboard template, ready in one click.
The dashboard clients log into between meetings. Synced data, branded login, scoped access.
app.luminainsights.co/dashboard
Synced today
Sample data · Last 30 days
Demo workspace · Cross-channel overview
Last 30 days Edit layout Share
Sessions
84,210
+12.4%
Organic clicks
28,402
+11.7%
Ad spend
$48,730
+6.1%
Conversions
1,904
+18.2%
Sessions · last 30 days
vs previous 30
This period Previous
AI insights
Draft — edit before sending
- Organic clicks up 11.7%, led by the /guides pages.
- Paid CPC is up 9% month on month — worth a look at match types.
- Conversion rate improved on mobile for the third week running.
Top channels
By sessions
NameSessionsConv.
- Organic search28,402612
- Paid search19,880540
- Paid social16,240402
- Direct11,905218
Sessions by device
GA4
- Mobile58%
- Desktop34%
- Tablet8%
Daily
data sync
Branded
login
Scoped
permissions
In this template
Every section your client expects.
A KPI row and a trend chart for every source the client has connected. Brand it to your agency and share it through the client's portal.
- Headline KPI row for each connected source
- A trend chart for each connected source
- Shown in the client portal next to reports and insights
- PDF download
- Branded portal login
Dashboard template
Client dashboard template
01Headline KPI row for each connected source
02A trend chart for each connected source
03Shown in the client portal next to reports and insights
04PDF download
05Branded portal login
Clones into Lumina, ready to fill with your connected sources.
Who it's for
Built for teams running this workflow.
Agencies replacing monthly PDFs with client portals
Agencies that want clients to check in between reports
In-house teams delivering CMO dashboards
Related templates
Related solutions
Start from the client dashboard template.
Connect your data. Pick a template. Add your branding. Hit send.
14-day free trial · No credit card · Live onboarding included