Q: Client Progress Tracking and Dashboard Capability?
Hi, I’m looking to use your app as an ongoing client progress tracking tool within my coaching program.
My goal is for clients to submit data monthly, which is then automatically compiled into dashboards and visual reports.
Can your platform support this workflow?
Urmi_Formly
Dec 9, 2025A: Formly provides options to export data to CSV(Excel), HTML, PDF format but currently it is not possible to automatically compiled data into dashboards and visual reports for Admins within Formly.
https://help.getformly.com/en/articles/9236673-export-and-share-your-responses
Also, Formly connects directly with Google Sheets so you can connect with Google Sheets first. Then you can connect your integrated Google Sheets with 3000+ applications (including Tableau, Coda, Quickchart etc) using Zapier, Pabbly, Make etc to create charts, graphs etc.
https://help.getformly.com/en/articles/9197053-connect-with-google-sheets-and-3000-applications
At the moment, you can use show personalized charts in real time to respondents based on their responses.
Examples below:
✅ Personality Quiz – 📊 Bar charts showing scores for each personality type
https://getformly.app/AQO61o
✅ Knowledge Quiz – 🍩 Donut chart with overall + category scores
https://getformly.app/DLdbUe
✅ Wheel of Life – 🕸️ Radar chart displaying balance across 8 life areas
https://getformly.app/5FksZK