The control you want, the data you need.

Dashboard software for executives who want to continuously monitor the health of their business.

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"We no longer spend time at the executive level pulling data from multiple sources for a report that's stale after 1 day. Our executives are all logging into Klipfolio and tracking real-time metrics of the company to drive business decisions."

klipfolio - brian dainis

Brian Dainis

CEO at Curotec

From our CEO to yours

See how Klipfolio CEO Allan Wille tracks key metrics from every department in an interactive dashboard.

How we track performance

Get a deeper look into the two dashboards our CEO uses to monitor the health of our business.

klipfolio - mrr accounts dashboard

MRR & Accounts Dashboard

  • Get a real-time, interactive view of MRR activity and growth
  • Track your MRR trend and make data-based decisions
  • Understand the health of your business with a view into account and MRR activity
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Executive Reporting Dashboard

  • At-a-glance view of each department's performance
  • Track key metrics like accounts, MRR, and conversion rates in one interactive dashboard
  • Easily share key departmental metrics with shareholders

Dashboard examples

Here are just a few examples of dashboards you can build to track metrics from all departments.

Metrics for Executives and C-Suites

Holding a top-tier position in a company is hard work - not only do you have to manage your employees, investor expectations, and overall business direction, but you also have to monitor, measure, and analyze all the company data coming your way. It can be incredibly difficult to keep an eye on all these assets while still keeping your head afloat.

Luckily, dashboards and KPIs are here to help you out. Rather than forcing you to dive into all your data platforms, bases, and warehouses, metric visualizations bring your data to the surface, eliminating the time you would spend in the thick of it all searching for a single peice of information.

To save you even more time, here are a few of the top, most common executive-level KPIs (key performance indicators) our uses have built using Klipfolio. If you are looking for more, check out our KPI Library:

  1. Account & MRR Growth
  2. Avereage MRR per Account
  3. Trial to Win Conversion Rate
  4. Revenue YTD
  5. Market Share
  6. Monthly Burn Rate
  7. Product Uptime
  8. Expenses per Employee
  9. Trial Starts this Week/Month/Quarter
  10. Sales Target
  11. Return On Assets (ROA)
  12. Return on Equity (ROE)
  13. Quick Ratio/Current Ratio
  14. Price/Earnings Ratio (P/E)
  15. Working Capital
  16. Debt-to-Equity
  17. Operating Profit Margin
  18. Net Profit Margin
  19. Top Products/Services in Revenue
  20. Customer Lifetime Value (CLV or LTV)

How Klipfolio Works

Watch this short video to see how Klipfolio works and how you can get started building your own dashboards.

Klipfolio for analysts

Are you in charge of building dashboards for your business? We’ve got you covered. This video will show you how easy it is to get started.

Looking for more info? Check out our Features page to learn everything you need to know.

Use a TV Dashboard display to share your dashboards

A TV Dashboard is a monitor setup to display key business metrics in real-time. TV Dashboards have evolved over the years from office whiteboards to office monitors that continuously display a business’ data.

There are a number of benefits to setting up a TV dashboard in your office such as transparency on all levels of the business, metrics-driven teams that can spot opportunity and fix discrepancies, as well as the ability for managers and executives to make real-time business decisions.

klipfolio - marketing airtame dashboard

What’s the best way to display a TV Dashboard?

Dashboards can be displayed on TV horizontally or vertically. Vertical TV dashboard display is ideal for longer dashboards, typically ones that have more than 5 or 6 metrics. Due to the fact that TV dashboards are meant for quick, at-a-glance information, it’s best practice to limit your dashboard being horizontally displayed to a few of your most important metrics that you need to monitor multiple times a day in order to keep size large for optimal visibility.

For more on TV dashboard options, check out our wallboard page.

Our integrations

With Klipfolio, you can connect to over 500 services to build out your dashboards. Here are just a few integrations we think you might like:

See what else we connect to on our integration page.

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