All of your client data in one powerful dashboard

Klipfolio for Marketing Agencies

Save hours of manual reporting and create real-time dashboards your clients will love

Differentiate your business and empower your clients

From global ad agencies to boutique digital shops, hundreds of marketing agencies are growing their businesses with Klipfolio

Klipfolio - Marketing Agency Dashboard Partners

"The client dashboards we’ve created have significantly reduced the amount of time spent on monthly reporting, while also increasing the relevance and accuracy of the data presented."
Eric van Dorp, owner, Cervino Marketing.

Klipfolio for marketing agencies

Becoming a Klipfolio partner gives you the ability to connect your client’s dashboards to a wide variety of data sources in real-time, so you don’t have go to ten places to get one answer.

You can also aggregate or combine data sources to see unique insights on your dashboards, which will help you continually optimize integrated campaigns.

Client management

As a Klipfolio partner, you get access to our client management feature. This lets you manage multiple accounts in a single place. More importantly, it allows each of your clients to have their own dashboard.

  • Set up client accounts quickly
  • Save time by turning manual reports into interactive dashboards
  • Create a best practice dashboard and import them into client accounts
  • Allow your account managers to track and review the performance of all your clients in one place

Client 1

Executive Reporting Dashboard

Web Metrics Dashboard

Sales Performance Dashboard

Accounts Health Dashboard

Social Media Status Dashboard

Client 2

Support Tickets

Call Status

Account Health

MRR & Accounts Dashboard

Client 3

MRR & Accounts Dashboard

Marketing

Social Media

Client 4

Executive Reporting Dashboard

Web Metrics Dashboard

Sales Performance Dashboard

Accounts Health Dashboard

Social Media Status Dashboard

Reporting

Create dashboard reports your clients will love, and share them in whatever way you want. You can customize dashboards with your logo and style via our white-label option, automate scheduling, and so much more.

  • Create branded PDF reports for your clients
  • Schedule recurring email reports based on live dashboards
  • Share links to live versions of client dashboards
  • Provide direct access to dashboards by giving each client a dedicated login

Communication

Keep client conversation focused on what matters most. Use the dashboards to make data-driven decisions and educate your clients on their performance.

  • Add comments on any metric or KPI
  • Insert a glossary to any dashboard to help explain definitions, how KPI’s are calculated, and more
  • Add a Google Doc or Sheet to any dashboard with your daily/weekly/summaries that highlight key activities you accomplished next to the data performance

Dashboarding

Develop your own unique methodologies and processes on how to track, manage and report on your client objectives.

  • Create fully customizable dashboards and reports
  • Change the look and feel of your client dashboards to reflect and promote your brand
  • Add your logo and taglines to your dashboard, stylize individual Klips and automated dashboard reports, or use custom CSS to refine the look and feel of your dashboards at a more granular level
  • Provide your clients with transparent access to the metrics that matter most to them, when and where they want them

Interested in learning more?

That's what we're here for! Fill out the form below and we'll be in touch to set up a demo call. We'll also send some great resources your before the demo so you can learn more on your own time.