Client delivery status report
Show a client every deliverable in motion, the decisions they owe and what is blocked, next to a live delivery board.
- Industry
- Agencies
- Team
- Client services
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 database · 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (c-deliverables-donut) · Requires sign-in
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Agency client delivery control center
Database · Embedded view: Workflow (Deliverables dashboard) · Requires sign-in
Overview
What this template supports
A weekly client status report for an agency client-service team. It pairs an embedded view of the agency's delivery database with a client summary: deliverables at a glance, decisions needed from the client, blocked work with its dependency, delivery progress and next steps, plus a chart block from the Dashboards app. A warning reminds the team to switch the embedded view to one client before sharing, so no other client's work is shown.
- Embedded delivery database view (Workflow board)
- Deliverables at a glance table
- Client decision checklist
- Blocked work callout with dependency and owner
- Delivery progress bar
- Next-week steps and contacts
- Chart block from the Dashboards app
How to use this template
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Filter the board to one client
Switch the embedded view to a saved view filtered to the client before sharing the report.
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Fill the weekly summary
Update the table, decisions and blockers from the tracker for the reporting week.
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Review before sending
Remove internal notes and confirm every decision owner is on the client side.
Frequently asked questions
What does Client delivery status report help me do?
Show a client every deliverable in motion, the decisions they owe and what is blocked, next to a live delivery board.
What is included in this template?
It includes Embedded delivery database view (Workflow board), Deliverables at a glance table, Client decision checklist and Blocked work callout with dependency and owner.
Who is this template designed for?
It is designed for Client services teams working in Agencies.
What should I review before using this template?
Switch the embedded view to a saved view filtered to the client before sharing the report. Update the table, decisions and blockers from the tracker for the reporting week.
Can a client see other clients' work?
Only if the unfiltered board is shared. Switch the embedded view to one client before sharing.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.