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

Mitch Dupuis- April 11, 2019

How we automated reporting for 50+ clients

A breakdown of Klipfolio vs. Tableau vs. Data Studio. Which is best for managing 50+ client reports.

Tommi Salenius- February 27, 2019

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...

Mitch Dupuis- January 22, 2019

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....

Mitch Dupuis- November 13, 2018

“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...

Brett Knowles- October 22, 2018

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...

Marisha Sesto- October 15, 2018

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...

Stef Reid- July 31, 2018

Agency Reporting: Achieving More Together

Would you agree that working in an agency is organized creative, fun chaos? Here's how agency...

Marisha Sesto- July 24, 2018

Klipfolio Partner How-To #1: Duplicating dashboards across client accounts

We all know maintaining strong partnerships is crucial to a business’ success. Forming and...

Stef Reid- July 5, 2018

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...

Marisha Sesto- June 26, 2018

Client management in 5 steps

One of the benefits of Klipfolio's partner program is that you get access to the client management...

Jonathan Taylor- February 4, 2013