How to Build an Airtable Interface (and Share Dashboards With Clients)

Airtable bases are powerful—especially when you fill them with the information that matters most. But staring at endless rows and columns doesn’t always tell you the story you need. That’s where creating an Airtable interface can make all the difference.

This Airtable feature lets you transform raw data into easy-to-read dashboards. You can design one interface to help you summarize your own business data internally, and another to share with your clients—without giving them full access to everything behind the scenes.

In this post, I’ll walk you through how to create both:

1. An internal interface dashboard to view and understand your data
   
2. A client-facing interface you can safely share to keep clients updated

Why the Airtable Platform Benefits from an Interface

Tracking data is one thing. Making sense of it is another. With Airtable interfaces and custom interfaces, you can:

• See your data in a simplified interface view
  
• Build visuals like charts, summaries, and interface tables that highlight trends
  
• Track KPIs like leads, conversions, or revenue over time
  
• Share specific interface pages with clients in a safe, read-only way
  

It’s all about turning information into insight—and insight into action.

Step 1: Set Up Your Airtable Dashboard View

Start in the Interfaces tab of your Airtable base. Click “Create new.”

You’ll see two options:

• Dashboard layout – prebuilt with a few widgets, a quick preview of what an interface might look like
  
• Blank canvas – start fresh and design your own
  

👉 For beginners, the dashboard layout is a great starting point. It gives you a structure to work with while still letting you edit interfaces later for more customization.

Step 2: Build an Internal Workflow Dashboard

For this walkthrough, let’s design an internal interface that uses a lead tracking table.

Here’s how you might set it up:

• Total Leads – A number block counting all records from this year
  
• Converted Leads – Another number block filtered by conversion status = booked
  
• Average Time to Convert – An average block showing how long leads take to become clients
  
• Leads by Source – A bar chart breaking down where your leads came from (referrals, ads, social, etc.)
  
• Conversion Rate by Month – A chart showing how your close rate changes month to month
  

Each of these elements tells part of the story—so instead of scanning spreadsheets, you’re seeing clear insights in your interface.

💡 Pro tip: Add filters like “Inquiry Date is this calendar year” so your interface table automatically updates as time goes on.

Step 3: Customize Your Dashboard With Blank Canvas

While the dashboard layout is quick, the blank canvas interface option gives you more flexibility. You can pull in elements from multiple tables across your base—for example:

• Leads this year (from your Lead Tracking table)
  
• Money in pipeline (from your Offers table)
  
• Lost revenue (from leads that didn’t convert)
  

This way, your management interface tells the whole story, not just what’s happening in one table. As the interface designer, you’re in control of how the data is displayed.

Step 4: Build a Client-Facing Dashboard

Now let’s flip perspectives. Imagine you have a support ticketing workflow in Airtable. You want your clients to be able to check on their requests—but you don’t want to give them full access.

Here’s what you do:

1. Create a new interface page and call it something like Client Support Portal.
   
2. Add an Overview page with quick links and even interface forms for submitting new requests.
   
3. Add a Record Review interface where clients can see only their own tickets. Use filters like “Email = client’s email” so the data is specific to them.
   
4. Include fields like submission date, status, description, and your responses.
   

The result: clients get a professional, read-only designer interface where they can view their own requests and updates—without editing your base or seeing other people’s data.

Step 5: Share Your Airtable Interface

When your interface is ready, publish it. Airtable lets you:

• Share read-only access (so clients can view but not edit interfaces)
  
• Invite collaborators with email addresses
  
• Add links to booking pages, forms, or community resources
  

This turns Airtable into not just a backend tool for you, but also a polished experience for your clients.

See It in Action

Want to watch me create both an internal interface and a client-facing interface step by step? Check out my YouTube walkthrough: How to Create Airtable Interfaces and Dashboards

Grab Your Free Airtable Guide

🤩 Grab my FREE Guide “Airtable: A Peek into the Possibilities” for more use cases and ready-to-use templates designed to save you time and effort.

Meet Ashley from Solution Integrators

Hi, I’m Ashley—founder of Solution Integrators. I help solopreneurs and agency owners simplify and scale their businesses with supportive systems in tools like ClickUp and Airtable.

With Airtable, I design everything from business dashboards that track your leads and revenue to client portals that keep communication smooth and professional. As an interface designer, I create custom interfaces that turn overwhelming data into streamlined workflows—so you can clearly see what’s working, what needs attention, and where your next opportunity lies.✨ Ready to build your own Airtable system? Work with me here.