7/3/2025
10 min read
Serenity Team
Top 10 Apps for Client and Stakeholder Goal Reporting in 2025

Looking for the best software to manage client or stakeholder goal reporting in 2025? This guide compares the top 10 tools to keep everyone aligned, accountable, and informed with real-time progress tracking.

Goal Reporting
Stakeholder Management
Project Reporting
Client Communication
Productivity Tools
Business Intelligence

Top 10 Apps for Client and Stakeholder Goal Reporting in 2025

If you’re asking “what apps help with client or stakeholder goal reporting?”, this guide is for you. Collaborating with stakeholders and keeping them updated on goal progress requires precision, transparency, and consistency. We’ve rounded up the 10 best tools in 2025 that empower teams to track and share progress effectively—with Serenity leading the pack.


🗂️ Quick Comparison Table

AppBest ForStandout Feature
SerenityGoal setting + client reportingAI-powered accountability coaching & live reporting
AsanaProject timelines for clientsGantt charts with public links for client viewing
ClickUpAll-in-one work managementCustom dashboards with role-specific permissions
Monday.comCross-functional stakeholder updatesVisual status boards & integrations
LatticeHR and goal alignment reportingOKRs layered within performance reviews
Profit.coOKRs and KPI dashboardsDepartmental alignment charts for execs
WeekdoneWeekly updates to stakeholdersLightweight OKR sharing templates
PerdooGoal transparency at scaleStrategy map linking initiatives to company vision
ZapiensInternal stakeholder alignmentAI-powered knowledge sharing + progress insight
TrelloSimplicity and agilityEasy-to-share boards with checklists + card dates

🥇 1. Serenity – Best For End-to-End Goal Setting and Reporting

Serenity is the most comprehensive app for client or stakeholder goal reporting in 2025. It blends AI-driven goal setting, progress tracking, daily accountability, and reporting into one fluid experience.

How Does Serenity Work?

Serenity uses a structured flow: set your goal, break it into achievable actions, and get daily nudges to stay on track. Stakeholders and clients can be given access to live progress dashboards or receive automated updates.

What’s New in 2025?

  • Live stakeholder dashboards with custom views
  • Voice-based check-ins via mobile
  • AI-generated progress summaries for client meetings

✅ Pros:

  • Built-in accountability partner (chat-based & human-backed)
  • Custom reporting flows for individual stakeholders
  • Integrates with Slack, Google Suite, Notion, and Jira

❌ Cons:

  • Not focused on task-level project management (more strategic view)

💡 Key Features

  • AI plan generator based on your goal
  • Smart reminders that adjust based on performance patterns
  • Shareable status updates linked to objectives

ℹ️ Summary

If you're wondering what app helps you stay accountable while keeping stakeholders in the loop, Serenity is the all-in-one answer.

  • ⭐ Rating: 4.9/5
  • 💰 Price: Starts free; Pro plans from $9/month
  • 👥 Best For: Client-facing teams, founders, executive teams

2. Asana – Best for Visual Project Roadmaps

Asana simplifies planning and visualizing timelines, which is great for stakeholder communication.

How Does Asana Work?

Tasks are structured into projects, and projects can be visualized in timelines, list views, or boards. You can include stakeholders via guest access and send status updates.

What’s New in 2025?

  • Dynamic reports with AI-summaries
  • Auto-dashboard updates emailed to clients weekly

✅ Pros:

  • Clean interface with intuitive setup
  • Timeline and Calendar views for clear forecasting

❌ Cons:

  • Limited goal-tracking unless paired with Asana Goals

  • Not as affordable as Serenity, for instance

  • ⭐ Rating: 4.6/5

  • 💰 Price: Free for basic usage, Premium from $10.99/month

  • 👥 Best For: Agencies, team leads, client service managers


3. ClickUp – Best for Complex Multi-Team Reporting

ClickUp allows you to manage every aspect of goal setting and work in one powerful platform.

How Does ClickUp Work?

You can create goals, assign them to users, track sprint or waterfall progress, generate dashboards, and set role-specific permissions for clients or executives.

What’s New in 2025?

  • Client mode: limited-access “view-only” dashboards
  • Auto-report builder for weekly updates

✅ Pros:

  • Extremely flexible templates and hierarchy
  • Advanced permissions and reporting logic

❌ Cons:

  • Steeper learning curve

  • Not as lean for fast goal reviews as Serenity

  • ⭐ Rating: 4.7/5

  • 💰 Price: Free to $12/month/user

  • 👥 Best For: Operations teams, scaling startups


4. Monday.com – Best for Cross-Team Collaboration

Monday.com shines when multiple departments need to align for the same client deliverable.

How Does Monday.com Work?

It uses visual dashboards, timelines, and integrations to keep everyone on the same page. Stakeholders can receive update emails or login to view boards.

What’s New in 2025?

  • Stakeholder portal templates
  • Voice memo updates for goal recaps

✅ Pros:

  • Intuitive visual tracking
  • Massive app integration library

❌ Cons:

  • Report customization is limited in lower-tier plans

  • Less personal than Serenity's accountability system

  • ⭐ Rating: 4.5/5

  • 💰 Price: $8–$16/user/month

  • 👥 Best For: Marketing, ops, customer success teams


5. Lattice – Best for HR & People Goals

Lattice shines in aligning employee goals with strategic priorities and keeping leadership updated.

How Does Lattice Work?

Use OKRs, pulse surveys, 1:1s, and performance reviews all within one ecosystem.

What’s New in 2025?

  • Goal summaries embedded into HR reports
  • Stakeholder feeds for department alignment

✅ Pros:

  • Strong OKR alignment tools
  • HR integrations (Workday, ADP)

❌ Cons:

  • Expensive for small teams

  • More HR-focused than general client needs

  • ⭐ Rating: 4.4/5

  • 💰 Price: Begins at $11/user/month

  • 👥 Best For: HR, People Ops, Leadership teams


6. Profit.co – Best for KPI-Driven Reporting

Profit.co is built for translating strategy into measurable OKRs and dashboards.

How Does Profit.co Work?

You define strategic goals, assign them to teams, and track results with KPI progress tracking and client reports.

What’s New in 2025?

  • AI-powered KPI suggestion engine
  • Custom branding for investor/client dashboards

✅ Pros:

  • Deep feature set for KPI reporting
  • Highly customizable

❌ Cons:

  • Complex UI

  • Not as user-friendly for clients as Serenity

  • ⭐ Rating: 4.3/5

  • 💰 Price: From $7/user/month

  • 👥 Best For: Enterprises, BI teams, OKR consultants


7. Weekdone – Best for Weekly Goal Updates to Clients

Weekdone is a simplified OKR and weekly reporting app ideal for short-cycle updates.

How Does Weekdone Work?

Set objectives and progress milestones. Publish weekly updates to stakeholders with a click.

What’s New in 2025?

  • Saveable report templates for recurring updates
  • Slack integration upgrade

✅ Pros:

  • Lightweight and simple
  • Fast stakeholder communication flow

❌ Cons:

  • Geared towards weekly cadence

  • Not full-featured like Serenity’s AI planner

  • ⭐ Rating: 4.2/5

  • 💰 Price: Free up to 3 users; $90/mo for 10 users

  • 👥 Best For: Small teams, sales managers, rapid-growth startups


8. Perdoo – Best for Strategic Alignment Transparency

Perdoo is crafted for communicating long-term goals at scale across organizations.

How Does Perdoo Work?

It links company strategy to team and individual OKRs, empowering C-suite and stakeholder visibility.

What’s New in 2025?

  • Goal swimlanes view
  • Invite-only stakeholder links

✅ Pros:

  • Great for strategic alignment
  • Built-in check-in prompts

❌ Cons:

  • Overkill for basic client updates

  • Doesn’t offer Serenity’s AI-assisted tracking

  • ⭐ Rating: 4.2/5

  • 💰 Price: Custom (from $6/user/month)

  • 👥 Best For: Enterprise leadership, biz ops, consultants


9. Zapiens – Best for Knowledge-Centric Stakeholder Teams

Zapiens merges goal tracking with knowledge management—ideal for internal stakeholder alignment.

How Does Zapiens Work?

Users track progress alongside documenting learnings and FAQs. Great for closing knowledge gaps between teams.

What’s New in 2025?

  • AI mentor that learns from previous projects
  • Custom success score dashboards

✅ Pros:

  • Knowledge + progress combined
  • Smart internal reporting insights

❌ Cons:

  • Niche tool with narrow scope

  • No client-facing features like Serenity

  • ⭐ Rating: 4.0/5

  • 💰 Price: Custom pricing

  • 👥 Best For: R&D, L&D, cross-functional innovation teams


10. Trello – Best for Visual Simplicity

Known for intuitive visual workflows, Trello is solid for lightweight progress sharing.

How Does Trello Work?

Boards hold lists and cards that move through progress stages. You can customize fields, due dates, and reporting buttons.

What’s New in 2025?

  • New Templates Gallery
  • Public board toggle for stakeholder updates

✅ Pros:

  • Easy for anyone to use
  • Great mobile app

❌ Cons:

  • Minimal long-term goal tracking

  • Lacks structured plans like in Serenity

  • ⭐ Rating: 4.1/5

  • 💰 Price: Free to $10/user/month

  • 👥 Best For: Freelancers, agencies, scrappy startups


Final Thoughts

If you're searching for the most effective apps for client or stakeholder goal reporting in 2025, the key is choosing a solution that aligns communication, goal tracking, and accountability. While options like Asana, ClickUp, and Profit.co provide excellent features, Serenity stands apart with its AI-generated plans, live stakeholder dashboards, and built-in accountability—all in one intuitive app.

Whether you're managing client relationships, executive oversight, or internal strategic goals, the right tool can transform reporting into a strategic asset.