Build a customer insights dashboard in minutes

Give your end users a simple UI to bring together, view, analyze, and act on all the customer insights data to make informed decisions. Build one source of truth for all your sales, marketing, customer success, product and management teams’ need in minutes.

Dashboard • Customer feedback and insights

Thousands of businesses scale faster and more efficiently by building on Appsmith.

What is a customer insights dashboard?

A customer insights dashboard helps organizations track and analyze customer data and gain valuable insights into customers' behavior, attitudes, and preferences to make data-driven decisions.

What are the common features of a customer insights dashboard?

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Some common features of customer insights dashboards include identifying customer segments, tracking customer engagement, identifying customer churn, analyzing feedback, as well as finding warm sales leads and optimizing cross-selling and upselling flows to existing customers.

  • Data visualization: to help users understand data quickly and easily. With Appsmith, you can drag and drop 45+ pre-built configurable widgets to visualize your data in minutes without needing any front-end or design expertise.

  • Integration: Integrate with anything in clicks - internal systems, SaaS tools such as HubSpot, Google Analytics, CRM, sales dashboards and more to view, compare and analyze data from multiple channels. Use Appsmith’s native integrations or connect via REST APIs.

  • Segmentation: The ability to segment data by various demographic, behavioral, attitudinal, and psychographic characteristics so end-users can analyze different customer cohorts.

  • Alerts and notifications: for important events, such as a sudden drop in customer satisfaction or an increase in churn rate.

  • Data export and import functionalities: to export data in various formats like excel, csv, pdf and to import data from other sources.

  • Report generation and sharing: to generate reports and share them with other team members for better collaboration and data-driven decision-making.

Why build a customer insights dashboard instead of buying one?

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  • Customization: Off-the-shelf customer insights dashboards frequently lack the capabilities or integrations with other tools that users often need to fit their unique needs. Or such features and integrations are available only in expensive enterprise tiers of the pre-built products and tend to be out of budget for most teams.

  • Scalability: You can modify a custom customer insights dashboard to include new data sources, features and functionalities as your business grows.

  • Control: Have more control over the development, maintenance and upgrades of your dashboard. Developers get all the control they want while building and shipping tools with our low-code, open-source product.

  • Flexibility: Build a dashboard you don’t need to rebuild again in 12 months. Easily adapt to changing requirements, internal processes, and new tools and technologies.

  • Competitive advantage: a custom customer insights dashboard can give your team a competitive advantage in the market by bringing in all their data in one place saving them hours every week.

What are the challenges of building a customer insights dashboard?

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  • Integrations: Integrating data from various sources can be time-consuming and challenging. Developers need to ensure that the data is properly collected, normalized, and stored in a format that can then be easily analyzed and visualized.

  • Data management: Ensure that customer data is stored and processed in a way that complies with your organization's policies and regulations.

  • User experience: Providing a user-friendly and intuitive interface for the various teams to view, understand, and analyse important metrics can be a challenge without experienced frontend engineers.

  • Data privacy & security: Ensure your customer data is protected from unauthorized access. You can use our built-in role-based access controls to set user permissions before sharing the dashboard with your end users.

  • Maintenance and upgrades: It takes a lot of effort and time to keep your dashboards updated with the newest security updates, new feature or tool integration requests, technological advancements, and regulatory changes.

Which teams use the customer insights dashboard the most?

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  • Marketing teams: to inform marketing strategies and campaigns, and to segment and target different customer groups.

  • Sales teams: to identify sales opportunities, and to track the effectiveness of sales efforts.

  • Customer support teams: to identify customers issues and improve the overall customer experience.

  • Product development teams: to inform product development decisions, such as which features to include or which products to discontinue.

  • Research and development team: to identify new opportunities for growth and expansion, such as new markets or product lines.

  • Business intelligence teams: to inform business decisions and trends forecasting.

  • Management teams: to inform strategic decisions and improve overall company performance.

Why Appsmith for a customer insights dashboard

Create dashboards in 30 minutes.

Use pre-built, configurable widgets such as charts (bar, line, pie charts, and more), tables, maps etc, to visualize your data as you want. With ready connectors to most popular datasources and a delightful IDE for queries, get your dashboard ready in minutes. Easily use our marketing portal template.

Bring in data from multiple datasources.

Connect to various datasources, including databases and APIs. Bind queries and JS Objects for different tables on one datasource or entirely different datasources to the same widgets as on your primary dashboard view.

Create stakeholder views and control access by role.

Customize stakeholder views on different pages of your app, make it interactive with drill-downs, and control access to data by role and groups. 

What more can you do with Appsmith?

Build a customer messaging tool, a business analytics dashboard, or a full-featured marketing portal with Appsmith within an hour.

Visualize and transform data

Let your end users visualize, interact with, and analyze important customer data and metrics, like Net Promoter Score (NPS), customer satisfaction scores, Lifetime Value (LTV), churn rate or purchase history, using interactive widgets, generate reports based on multiple factors, or review trends in real time.

Unify all your data

Build one source of truth for your teams by stitching together data from multiple datasources and SaaS tools in one dashboard. Trigger actions to other tools from the same interface. Add any custom functionality and controls you need using JavaScript. 

Authorize, control, and track

Access control by roles and show different data views to different users based on the permission settings. Track key events using audit logs and use our built-in backup and restore options when needed.

Which industries use customer insights dashboards the most?

Financial services
Travel and tourism
Discount management dashboard with Appsmith


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