Jonas09:12
@Patricia make a dashboard with our weekly Google Ads and Meta spend per client.
Step 1
Ask in one sentence
Mention Patricia in Slack, or in Teams in beta, and say what the dashboard should show. No brief, no ticket, no export.
Coming soonPatricia Dashboards
Ask in Slack. Get a live dashboard back.
Build live dashboards and small internal apps from the tools you already connected.
console.patricia.app/dashboards/client-project-healthClient project health
monday.com · Client Projects board
Two clients slipped to at risk this week
Active projects
18
+2 vs last weekProjects at risk
3
+2 vs last weekOverdue items
11
+4 vs last weekHours used
412 h
Open items per client
On trackAt riskOverdue
Northwind Coffee8 items
Lumen Dental12 items
Kite Bikes10 items
Oakridge Living7 items
Sofie10:02
@Patricia build me a dashboard with each client's monday.com projects: on track, at risk, overdue.
PatriciaApp10:04
Your dashboard is ready: Client project health.
How it works
From a Slack message to a live dashboard, in three steps.
Your team already asks Patricia for reports in Slack. Now the answer can be a dashboard the whole agency opens, not a message that scrolls away.
Building your dashboard
Google Ads6 accounts
Meta AdsBusiness portfolioStep 2
She builds it from your tools
Patricia reads the tools you connected, picks the right data and builds the page in the same clean layout every time.
Weekly paid ads
Step 3
Open it, share it, keep it live
The dashboard lands under Dashboards in Patricia with its own link. It keeps its data current, and you share it when you are ready.
What agencies build
The dashboards you meant to build, and the ones you meant to pay for.
Every dashboard starts from a question your team already asks. Here are six to start from.
Client project health
On track, at risk and overdue work for every client, and the hours used against each budget.
monday.com
Weekly paid ads
Spend, leads and cost per lead for every client, this week against last week.
Google Ads, Meta Ads
Content calendar
Every post for the next two weeks, and the ones that still wait for client approval.
Airtable
Retainer revenue
Monthly retainers, open invoices and the ones that are overdue, in one view.
Stripe
Password link
ClicksTop 3Visits
Client SEO portal
For clientsA password link your client opens to see their rankings and traffic, kept up to date.
Search Console, Google Analytics
SEO retainerPaid socialContent packTotal a month€4,800
Proposal calculator
An internal tool your team uses to price a retainer from your own rate card.
Google Sheets
Inside a dashboard
A page your team trusts, not another export.
Patricia writes the headline, picks the charts and keeps the source next to every number.
- It says what changedEvery dashboard opens with one sentence on what moved and why, before a single chart.
- Numbers you can checkThe Data tab shows the exact rows behind every chart, per source, so nobody has to take a number on faith.
- Live, not a snapshotIt refreshes when you open it and the data is older than 12 hours. Each source shows when it was last updated.
- One layout for every dashboardHeadline, key numbers, the main chart, the detail, the source. Your team learns one way to read them all.
console.patricia.app/dashboards/client-project-healthClient project health
DashboardDataSettings
monday.com · Client Projects board
Two clients slipped to at risk this week
Lumen Dental and Kite Bikes have 9 overdue items between them. The team used 412 of 560 budgeted hours this month.
Active projects
18
+2 vs last weekProjects at risk
3
+2 vs last weekOverdue items
11
+4 vs last weekHours used
412 h
Open items per client
On trackAt riskOverdue
Northwind Coffee8 items
Lumen Dental12 items
Kite Bikes10 items
Oakridge Living7 items
Vesta Interiors7 items
Data from monday.com, board Client Projects. Updated 9 Oct at 10:12. Refreshes when you open the dashboard and the data is more than 12 hours old.
Dashboards
Weekly paid ads
RefreshingYou
Client project health
You
Content calendar
PrivateJonas Peeters
One home for every dashboard
Ask in Slack, find it in Patricia.
A dashboard is never lost in a thread. Every one your team asks for lands on the Dashboards page, with a live preview and the tools it reads.
- Every dashboard in one place, under Dashboards in Patricia
- Filter by who made it, by tool and by status
- Rename a dashboard right on its card, open it in one click
- Reconnect a tool from the card when a connection drops
Ask PatriciaAbout Client project health
Make the clients that used more than 85% of their hours stand out.
Done. Lumen Dental and Kite Bikes now show in amber, because both used more than 85% of their budget. The rest of the dashboard stays the same.
Version 3, two changesUndo
- Amber for clients above 85% of their hours
- The rule added to the panel caption
Show only overdue itemsPost a summary every Monday
Change it by asking
New column? Different chart? Just say it.
Ask in Slack or right next to the dashboard. Patricia changes only that dashboard, and every change is a new version you can undo.
- Add a client, a column or a chart in one message
- Turn a dashboard into a weekly summary in Slack
- Every version saved, every change undoable
Safe by default
Built for client data from day one.
Agencies hold other companies' numbers. Patricia treats them that way.
Reads first
By default a dashboard only reads your tools, and a source that can change data asks for your approval first.
Private until shared
Teammates see a dashboard only when you share it, and a client only through a password link.
Previews without data
When someone pastes a dashboard link in Slack, the preview shows the dashboard name, never a number.
Your workspace only
Your data stays inside your workspace, hosted in the US. SOC 2 Type II compliant.
More on how Patricia handles data on the security page.
Everything in Dashboards
Everything you get with Dashboards.
Build
- Ask in Slack, or in Microsoft Teams in beta, in one sentence
- Combine several tools in one dashboard, from 1,000+ you can connect
- Client overviews, reports, trackers and small internal tools
- A clear headline that says what changed
- The same clean layout on every dashboard, on desktop and phone
Live data
- Refreshes on open when the data is over 12 hours old, or when you ask
- Refresh from the dashboard or from Slack
- Every source shows when it was last updated
- A Data tab with the exact rows behind every chart
- Filters, sorting and pages on bigger dashboards
Share
- Private to you until you share it
- Share with your team to view, use or edit
- Share with named teammates
- Password links for clients, with an expiry date
- Link previews in Slack that never show your data
Manage
- One Dashboards page in Patricia for all of them
- Filter by who made it, by tool and by status
- Rename a dashboard right on its card
- Change it by asking, with every version saved
- Delete with Undo, and reconnect a tool in one click
Why not a dashboard tool
A dashboard tool needs a builder. Patricia needs a sentence.
| Question | A dashboard tool | Building it yourself | Patricia Dashboards |
|---|---|---|---|
| Who builds it | Someone on your team, chart by chart | A developer or a no-code freelancer | Patricia, from one message |
| Time to the first version | An afternoon, if the connector exists | Days to weeks, plus a brief | A few minutes |
| Changes | Back into the editor | A new ticket or a new invoice | Ask in Slack, undo any version |
| Knows your agency | No | Only what the brief said | Yes, from your company brain |
| Sharing with a client | Viewer access or an export | Whatever was built | A password link with an expiry |
Dashboards use the same tools as everything else Patricia does. See the integrations and how the company brain feeds them.
FAQ
Questions, answered.
What is a dashboard in Patricia?
A live page Patricia builds for you from your connected tools: a client overview, a weekly report, a tracker or a small internal tool. You ask for it in Slack, or in Microsoft Teams in beta, and it lives under Dashboards in Patricia with its own link.
When can we use Dashboards?
Dashboards are coming soon, and agencies get them first. Book a demo and we will show them on your own tools and tell you when your workspace gets them.
Do we need a developer or a dashboard tool?
No. You describe what you want in a sentence. Patricia picks the data, builds the page and keeps it up to date. To change it, you ask again.
Which tools can a dashboard use?
Any tool you connect to Patricia, out of 1,000+: monday.com, Airtable, Google Ads, Meta, Google Analytics, Search Console, Stripe, HubSpot and many more. One dashboard can combine several tools.
Is the data live?
Yes. A dashboard refreshes when you open it and its data is more than 12 hours old, and you can refresh it at any time from the dashboard or from Slack. Every source shows when it was last updated.
Can our clients see a dashboard?
Only when you share it. Every dashboard starts private. You can share it with your team, with named teammates, or send a client a password link that expires on the date you pick. A client sees that one dashboard, never your other dashboards or your tools.
Can a dashboard change data in our tools?
By default a dashboard only reads your tools. When a dashboard can do something, like mark a task as done, Patricia asks for your approval first, by default, the same way she does for every other change.
What does it cost?
Dashboards run on your Patricia plan and its credits, so there is no separate dashboard tool to pay for.
Your next client dashboard is one message away.
Dashboards are coming soon. Book a demo to see them on your own tools, and we will tell you when your agency gets them.