Building a Client Dashboard in Wix:
Enable developer tools.
Create a database collection. (Data Storage Area)
Set up custom permissions.
Create a dynamic page.
Connect your page elements to the database.
Sync to live database, save, and publish.
Have you been trying to build a custom database for your clients? A client dashboard which can be used to create a system or manage a series of tasks.
A solution that you and your clients can interact—one that's custom-designed for you and your brand? A digital tool which can help you review data or simplify processes?
My goal for this article is to get you on the right track and help guide you through that process. I'm here to help take away some of the burdens from your design and development challenges.
As always, I'm here to help and provide you with value.
This article is here to help you capture clients information and then display it on a dynamic page. My hope here is to help you come closer to achieving your complex website and business challenges!
Let's Jump in!
What is a client dashboard?
A client dashboard can use real-time data to keep track of variables and metrics of which you specify. These circumstances can vary widely, and each case will be unique to each individuals business goals.
The idea is to create a system where you can track and measure these variables to better communicate and organize information between you, your client, your user, or your team.
The goal here is to optimize and organize interactions with a custom process tailored for your needs.
The basic principles you learn through this process can be applied to a large number of different areas. If you have any comments or questions regarding a client dashboard, feel free to leave them in the comments below!
Step 1: Enable developer tools
First things first. To start creating your database you will need to enable Corvid. Located inside the Wix editor:
Select Dev Mode from from the menu bar
Press the Enable Corvid button
Step 2: Create a database collection
The next step is to create a database collection. In the site structure panel located at the left side of the Corvid enabled editor view, click the plus icon next to the word database to create a new database collection.
This database will hold all of your client information. You can have your client submit the data, you can provide the information yourself through a form, or submit the data directly into the live database.
If you don't know the basics of creating a database yet, no worries, I wrote an article on how to do that using this link: How To Create Corvid Databases.
Step 3: Set up custom permissions
Add fields to your database. These fields represent the type of data which you will store in your database collection. Make sure you are carefully planning which data you need to collect and store, how that data will be collected, and where and when that data will be in use.
Who will see the data?
What information do you need to collect?
What information do you need to display?
Who has permission to see it?
How will they interact with it?
These are examples of questions you may ask yourself throughout this process. Here is an overview from Wix About Your Database Collection Fields.
Step 4: Create a custom user import form
Below, I have provided a link to an article all about creating a custom user input form. I outline the steps to create a simple custom input form. I go over the specific database fields required as well as the form design. I highlight the particular fields I use and the process of setting up the form itself.
Here is that article: Creating a Custom User Input From
Step 5: Create a dynamic page
Now it's time to create a dynamic page. I wrote an article already explaining how to create a dynamic page you can find the link to that article Here: How to Create Corvid Dynamic Pages
Step 6: Connect your page elements to the database.
Connect your input form to the data in your database collection. Follow the image example below, or follow the video at the bottom of the page to get a more visual understanding of this entire process. The options you choose inside your database, dynamic page, and dataset will all determine how you and the end-user interact with the data.
Step 7: Sync to live database, save, and publish.
Sync the data in the database collection from the sandbox database to the live database. Save your site and publish to see how the dynamic data is displayed.
Reading this article and realizing you'd like to save some of your time, stress and frustration? Don't worry, we get that a lot! If you'd like to work with our team on getting your development project off the ground, click here to submit your project request.
More of a visual learner? Check out the video!