All of your service data in one spot.

Klipfolio for Professional Services

klipfolio - professional services dashboard
klipfolio - xero
klipfolio - hubspot
klipfolio - bamboohr
klipfolio - freshbooks
klipfolio - google sheets
klipfolio - google analytics
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Loved by more than 10,000 companies of all shapes and sizes

As a Professional Services company, your most important asset is people. In order to make the best decisions and to take the best actions for their clients, your people need the right data and technology to look to.

Regardless of whether your company is small or large, or if its main focus is on consulting, financial management, legal advising, strategic formulation, or healthcare, data should be at the center for all decision making. Monitoring key data points can help you maximize your results while increasing your efficiency and reaction time to upcoming issues. Dashboards help you to build a culture around your key metrics - or key performance indicators - and Klipfolio gives you the platform to build any dashboard you need with essentially any connector. Klipfolio interface allows you to connect to all your professional services data across hundreds of platforms, through file uploads, FTP/SFTP connectors, SQL queries, email attachments, open web services, and our 100s of pre-built service integrations.

Professional services dashboard examples

Curious to see what you can track in Klipfolio? Here are just a few examples of the professional services dashboards you can build. View the Live Dashboard examples to get a better look.

Klipfolio - Xero Dashboard

Xero Dashboard

  • Get a real-time, interactive view of your accounting data
  • Track income and expenses, accounts receivables and payables, and customer acquisition costs
  • Give your entire team an easy view into accounting performance and trends
Klipfolio - Salesforce Dashboard

Salesforce Dashboard

  • Drill down into your sales data
  • Track your various sales metrics to identify strengths and weaknesses
  • Have a view into any sales opportunities

Metrics for Professional Services

Want to motivate your team and stay up to date on your data, but not sure which metrics to start with? Not to worry, we've compiled a list of common professional service KPIs (key performance indicators) our users have built using Klipfolio. If you are looking for more, check out our KPI Library:

  1. Average revenue per employee
  2. Highest grossing employee
  3. Project margin
  4. Guaranteed Income
  5. Revenue by segment
  6. Opportunities
  7. Qualified leads
  8. Chain of command
  9. Ongoing projects
  10. On-time project delivery
  11. Team task load
  12. Quota attainment
  13. Top accounts
  14. Deal win rate
  15. Average days to close
klipfolio - marketing metrics connections

How to track your professional services metrics with Klipfolio

Klipfolio allows you to pull in data from all of the different professional services platforms you use to track your performance—and display precisely what you need in a single interactive dashboard. What does this mean for you? No more manual monthly reports or Excel sheets with multiple versions. And you can get started with just a few clicks. Click here for a complete list of all our integrations.

Pre-built Metrics

Using pre-built metrics

Our Klip Gallery allows you to track your key metrics with just a few clicks, wihtout the hassle of building. You can get the Klips that matter most to your business right from our Gallery to your dashboard in minutes.

  • klipfolio - xero
  • klipfolio - salesforce
  • klipfolio - google analytics

Xero

Connecting your Xero data into Klipfolio gives you instant access to your accounting metrics. You can also combine your Xero data with data from other key services. With Klipfolio you can track metrics like:

  • Income and Expenses
  • CAC (Customer Acquisition Cost)
  • Accounts Receivable and Payable
  • Expenses this Month
  • Net Proft
  • Profit and Loss Report
Klip Template | Xero - Income and Expenses

Xero Income and Expenses

Visualize your income, expenses and profit over the past 12 months.

Uses:

Klip Template | Salesforce Xero - CAC

CAC (Last 30 Days)

Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.

Uses:

See what else you can build for Xero

Salesforce

Are you an Salesforce user? Connect your account to Klipfolio to easily monitor your professional services performance in a real-time dashboard. Easily share the dashboard with your team and rally around your numbers. With Klipfolio you can track:

  • Open Opportunities
  • Sales this Month
  • Leads vs Mentions
  • Conversion Funnel
  • Accounts by Type
  • Open Opportunities by Stage
Klip Template | Salesforce - Open Opportunites (This Year)

Open Opportunites (This Year)

Track your key metrics on open opportunities and always know what your sales potential is.

Uses:

Klip Template | Salesforce - Sales This Month

Sales This Month

Monitor your sales this month and compare to the average of the last three months.

Uses:

See what else you can build for Saleforce

Google Analytics

Are you using Google Analytics to track on-site data? Connect your account with Klipfolio and easily track key metrics in a dashboard that's easy to share. In Klipfolio, you can track metrics like:

  • Campaign Stats
  • Sessions by Region
  • Traffic Channels
  • Website Performance
  • Top Posts by Conversions
  • Organic Search Performance
Klip Template | Google Analytics - Campaign Stats

Campaign Stats

Make sure your ad campaign is generating traffic by monitoring your key Google Analytics campaign statistics for the time period of your choice.

Uses:

Klip Template | Google Analytics - Sessions by Region

Sessions by Region

Track where sessions on your website for the last 30 days are coming from.

Uses:

See what else you can build for Google Analytics

Building in Klipfolio

Our professional services users love Klipfolio because it empowers them to build their own dashboards. Sure, it takes time to get it right, but it’s absolutely worth it.

Connecting your data

You’ve got an impressive technology stack, but how do those puzzle pieces fit together? Klipfolio is an API machine with 100s of connections to the support services you use to run your business.

Browse the 100+ services you can connect to

The Editor

Love to tinker and build but tired of using Excel to share your data? The Klip Editor is where you bring your data story to life. Build custom data visualizations that you can share with your entire company.

Custom visualizations

Drag-and-drop visualizations from the palette to start assembling your custom dashboard. Choose from standard data visualizations like charts, bullet charts, and scatter plots. Or get creative and inject custom HTML into your dashboard. The choice is yours.

Other related industries

Interested in learning more about how other industries use Klipfolio to boost their business? Check out some of these pages:

Klipfolio for Healthcare

Klipfolio for eCommerce

Klipfolio for Startups

Industry Leading Recognition

Gartner Award 2017
Deloitte Award 2017
G2Crowd Award 2018
Dresner Award 2017
Klipfolio Reviews 2017

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