Case Studies

Our dashboards enable over 11,000 customers get the data they need, when they need it. With that many users, there is bound to be a wide range of use cases! From small Mom-and-Pop stores to big name brands like Burberry, dynamic dashboard reports have helped companies get their job done, each in a different way than the next.

Each of the following case studies examines how the particular company uses Klipfolio to reach their goals - be it one single push, or a continuous effort towards data-driven success.

Also check out our Customers come first page.

save time by dashboarding

Klipfolio helps save 10 days of marketing report building efforts per month

WernerCo implements customizable dashboards that display dozens of data points in one view.

truck on road

Truck dealer optimizes inventory and financial reporting with Klipfolio

Truck sales company implements a mobile analytics reporting solution that can be accessed at any...

team picture

Growth Institute is making data-driven decisions faster with Klipfolio

With Klipfolio, Growth Institute has more visibility into all departments and are able to make...

Klipfolio Ninja Help

Klipfolio Ninjas help automate real-time reporting at Curotec

After landing on Klipfolio as their dashboard solution of choice, Jason has found a way to use it...

rocket ship

Cervinodata’s 5-year partnership with Klipfolio leads to 1200% growth

Cervino uses Klipfolio in two ways: for internal reporting and for managing their client reporting.

airplane dashboard

Klipfolio helps Ascentis manage team performance using hard facts

Ascentis employees have become more ‘metrics-driven’ since the company started using Klipfolio....

server metrics

GCS improves accountability across every department with Klipfolio

Klipfolio is used by GCS leaders and execs to answer the questions ‘How soon can we get this...

dashboard on phone

Nakoa saves two hours a week per client on reporting with Klipfolio

Nakoa scaled Klipfolio and created dashboards for all of their clients. The dashboards include the...

jeans on a wire

Klipfolio dashboards help Laundry Jeans become faster and more efficient

Laundry uses Klipfolio dashboards mainly for tracking how close they are to achieving their company...

Netguru streamlines company-wide KPI monitoring with Klipfolio

Klipfolio has positively impacted NetGuru’s transparency and departmental alignment.

Dave drawing blueprint for app

Klipfolio for Executives: An Interview with digital agency CEO Dave Hale

Executive dashboards drive growth and transparency for Klifpolio users and offer c-suite executives...

Red steps with data and drawings on a wall

Decisions made with Klipfolio lead to 300% growth for Venture Harbour

Venture Harbour currently uses six different dashboards, which each represent one area of focus for...

Cloud Ready offers a powerful server monitoring solution to their Partners

Cloud Ready is using Klipfolio to build real-time server monitoring reports for their Partners.

Think Biosolution fulfill over 90% of design requirements

Klipfolio helps Think Biosolution fulfill over 90% of design requirements

Before using Klipfolio, Dr Sanyal was spending a large chunk of his time generating multiple...

person typing on laptop

Summit CPA streamlines their processes and client deliverables with Klipfolio

Dashboards and reports geared towards Virtual CFOs.

apps on phone

Cresa automates social media reporting with all-in-one dashboards

Cresa has harnessed their social media metrics with Klipfolio reporting.

laptop and phone

Clarity Wave stays on track with SaaS metric monitoring

SaaS metrics are top of mind for the Clarity Wave team.

PayTabs embraces a data-driven strategy with KPI dashboards

PayTabs uses Klipfolio for tracking their company-wide KPIs.

tv wallboard

Comet monitors marketing and growth KPIs using TV wallboards

TV dashbaords provide real-time analytics at a glance.

three guys

Dynamic start-up decides to spice things up with new KPI dashboards

Start-up metrics on aggregated dashboards save time and effort.

man in suit

Independent consultant moves the needle for his clients with Klipfolio

Independent consultant Excel vs. Klipfolio reporting

people pointing to a computer screen

Wicket is empowering data-informed decisions with Klipfolio

Dashboards for Association Management Software

chess board

The Realty Medics improve project management with Podio and Klipfolio

Improve your project management with Podio and Klipfolio metrics

person on tablet

Planday tracks top SaaS KPIs with new dashboard technology: PowerMetrics

SaaS company uses new dashboard features to monitor KPIs.

Connecting Klipfolio to HubSpot just got a whole lot easier

Here are two examples where AstreaIT provided a little extra help in preparing data to get HubSpot...

crew block letters in office

Dashboards are the backbone of success for chat support providers

Klipfolio helps chat support teams track their key business metrics.

glasses on top of laptop

Arora Project discovers a better way to manage their marketing metrics

Arora Project creates real-time reports for their clients. It enables them to offer their clients a...

Trace Medical teams up with a certified expert to build world-class KPI dashboards

Data is always available in real-time for every facet of the business. A small detail that goes a...

empty office with computers

How we automated reporting for 50+ clients

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

construction site silhouette

Real-time dashboards are making work life easier for an Office Manager at Resolute Recruiting

Think of data visualization like a car dashboard. When you are driving, you only really need to...

magnetic one team meeting on couches

The MagneticOne Group saves hundreds of hours per year by switching dashboard providers

These folks do not mess around. After trying out Cyfe, the group moved over to Klipfolio... Here's...

desk with chair and laptop

Managing Your Data for Hypergrowth: Insights from a Data-Driven Agency

Data is all the rage in 2019, with some calling it “the new oil.” It’s valuable, sought-after,...

Brickshare team photo

Performance dashboards keep Brickshare on track towards meeting their business objectives

Klipfolio provides Brickshare with real-time metrics showing data like investments approved, total...

marketing collateral

Real-time KPI dashboards help Gogoprint improve their NPS rating from 42% to 77% in less than one year

Sales, Customer Support, and Artwork Closing teams use Klipfolio to monitor their real-time...

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...

How Qualtry connected ActiveCampaign to track everything marketing

Klipfolio helps Qulatry know if they are on track to meeting monthly goals.

change jar beside a computer monitor

How Ageras uses dashboards and reports to forecast revenue for the month

Ageras is an accounting matchmaker. Small business owners use the platform to search for qualified...

person with ipad

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....

data driven team

Disciple Media streamlines their sales journey and customer experience with Klipfolio

Disciple is a community media platform that makes it easy for brands, businesses and entrepreneurs...

Do Something Great

“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...

Internal Meeting

How our Asana dashboard changed the rhythm of our meetings

Asana takes advantage of Klipfolio's REST API to boost productivity.

Enriching Culture through Data

Enriching Culture Through Survey Data: It's Not Easy Being Green

Picture the last time you had a health-related appointment. Did you have to wait in the reception...