Professional Client Progress Report with KPI Dashboard and Milestone Tracker

A4 client progress report with 4 color-coded KPI metric cards, milestone tracker with status pills, executive summary, recommendations, and signature block.

Use Template →

Template Info

Type	Dimensions	Supported Templates	Supported Types
Studio Template	1200x630	png jpg webp pdf	base64 url binary

Integrations

Automate this template using integrations

Make

Airtable

Zapier

Pipedream

Rest API

Webhooks

Dynamic URLs

Signed URLs

Spreadsheets

MCP Server

Orshot CLI

Backend Usage

You can generate Professional Client Progress Report with KPI Dashboard and Milestone Tracker renders using Rest API

API Documentation

await fetch("https://api.orshot.com/v1/studio/render", {
  method: "POST",
  headers: {
    "Content-Type": "application/json",
    Authorization: "Bearer <ORSHOT_API_KEY>",
  }, 
  body: JSON.stringify({
    "templateId": 754,
    "response": {
      "format": "png",
      "type": "base64"
      "scale": 1
    },
    "modifications": {
      "<YOUR_DYNAMIC_PARAMETERS>"
    }
  }),
});

Preview