Google Data Studio, without a question for us.
The initial setup can be a little complex, especially if you are pulling in data sources from multiple channels, but once you’ve set it up once it’s easy to duplicate as a template for all of your clients.
We looked at several SaaS apps as alternatives, but we ended up investing in the time required to learn Data Studio and build a great solution within it. None of the other alternatives were quite as customizable, looked as good, or let us perform the same level of calculations and import the data we wanted to import.
We include text fields where necessary to describe current account changes (some clients want a hard copy PDF each month) although those are usually done via email since by definition a live dashboard is always changing.