Client Reporting Blogs
A collection of our most recent articles on Client Reporting
Independent consultant moves the needle for his clients with Klipfolio
Independent consultant Excel vs. Klipfolio reporting
How we automated reporting for 50+ clients
A breakdown of Klipfolio vs. Tableau vs. Data Studio. Which is best for managing 50+ client reports.
VuPulse is monitoring performance on-the-fly using real-time dashboards
All of their clients want to see their data differently and Klipfolio allows them build these...
Livedata.Mobi automates 250+ reports for 100+ clients with Klipfolio
In this partner spotlight, we learn about how Livedata.Mobi uses Klipfolio to power her business....
“My OKR Dashboard Made Me Famous!”: A Client Success Story
An OKR (Objectives and Key Results) client was excited about the results she and her organization...
Data Driven Agency Series Chapter 3: Leveraging the power of agency reporting
Dashboard reporting is a distinct way to offer more value than your competition. Dashboard...
Klipfolio Partner How-To #2: Company Properties can simplify client set-up
It is a big benefit to maintain only one set of credentials in the parent that give access to the...
Agency Reporting: Achieving More Together
Would you agree that working in an agency is organized creative, fun chaos? Here's how agency...
Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
We all know maintaining strong partnerships is crucial to a business’ success. Forming and...
Drive results with dashboards: your clients’ success is your agency’s success
As an agency, monitoring the success of your clients is the bread and butter of your business; you...
Customer Spotlight: See how Spoonity helps quick service restaurants with customer loyalty
Spoonity CEO...
Client management in 5 steps
One of the benefits of Klipfolio's partner program is that you get access to the client management...