An extremely large table of all their keywords, isn’t going to give the insight some clients would want. Some would like more a bit more insight into the data they’ve paid thousands for.
Building a keyword research dashboard in Excel is a great way to allow a client to interact with their keyword data.
In this short video, I will show you how you can take a categorised keyword list and turn it into a client-friendly dashboard!
The video is a couple years old now, and I may eventually update it, however, for the most part, it still holds true today.
Now, this won’t be great for some clients. You could end up giving them way too much information, and have them asking way too many questions.
However, I personally don’t mind that. I love when clients have an interest in SEO as it gets them more involved in the project, and more excited when the results kick in.
How to build a keyword research dashboard in Excel
- Categorise up your keyword research data
- Create pivot tables for each category level
- Attach slicers to the categories so you can filter the data
- Design the tables & slicers to match your client’s branding
And there you have it, you will have an interactive Excel keyword research dashboard to send to your clients.
Creating an online keyword research dashboard
You can save this Excel dashboard to Onedrive and then share with your clients via a link instead of sending a file.
For dashboards under a certain size this means they will be able to view the dashboard online instead of having to download the file. You can then simply update the keyword research file, and they will be able to see the update when they refresh their browser.
This becomes a massive help when trying to send updated data to a client. No more v53 tacked onto the end of a file because you’ve updated it 53 times!
Download the Excel Keyword Research File
If you watched the video and can’t be bothered doing the work yourself, you can just have my file!
Or if you’re doing keyword research for car hire you can also just steal my keywords – chances of that have to be slim.
Don’t forget to add some proper styling to the file though! She ain’t exactly pretty at the moment.
If you have any issues with the Excel file, or just need a hand with anything from the video, just leave me a comment below and I can help you out.
2 Replies to “Building a Keyword Research Dashboard in Excel”
Hi! When I imported this file into google sheets all the formatting with the filtering and pivot tables are gone, is there a quick fix to this? Thank you
Hey Maria – Unfortunately this one is Excel only. Google sheets has similar, but not the same, functionality. If you want to do something like this with sheets, you’d be more looking at data studio instead.
You should be able to use this in Excel online though. You’d need to work the data locally, but could then share an online view of it provided the file is under 5MB.