Dashboard software for B2C marketing teams
B2C marketing teams
Klips gives B2C marketing teams one dashboard for ad spend, store revenue, and email results. Channels report within hours, but each platform counts conversions its own way, so the weekly meeting often starts with numbers that don't agree.
Who it's for
B2C and direct-to-consumer marketing teams of 10 to 250 employees that run paid media, email, and store promotions across several tools. The Decision Owner approves budgets; the Data Steward sets up and maintains the dashboards.
Industries
- Direct-to-consumer brands
- Ecommerce
- Consumer packaged goods
- B2C subscription businesses
Roles
- Founder
- CEO
- COO
- Head of Marketing
- Marketing Operations Lead
- Ecommerce Manager
- Finance Lead
- Agency Partner
Company size
- 10 to 250 employees
- Best fit: 50 to 250 employees
B2C marketing's core data challenge is judging fast-moving campaigns when every platform reports its own version of the truth.
The work runs on a daily and weekly rhythm. Media buyers check spend and results each morning, then shift budget between Meta, TikTok, and Google. Lifecycle owners send promotional emails and texts, and community managers work with influencers and affiliates. Leaders review Return on Ad Spend, Customer Acquisition Cost, and revenue against plan in a weekly meeting, then again at month end.
The speed is the advantage, and it creates the problem. An ad that stops converting shows up within hours, but the data lives in separate places: ad platforms, the store, the email tool, and an influencer spreadsheet. Each platform credits sales to itself, so adding them up claims more revenue than the store recorded. Teams fall back on exported spreadsheets, screenshots in slide decks, or numbers pasted into a generic AI chatbot that doesn't know how the business defines a conversion and gives a different answer next week. The cost is slow, contested decisions: spend continues on a weak campaign while someone reconciles the figures.
When the numbers are consistent and reach the right people, the weekly meeting changes. Everyone starts from the same Customer Acquisition Cost, the same definition of a new customer, and the same revenue figure. Leaders can say what changed, why it matters, and where to move budget next.
Klips brings those sources together in one dashboard, with definitions set once and shared with the whole team.
Key jobs and use cases
Daily paid media spend review
Who: the media buyer owns it; the Decision Owner uses it. Data: Meta, TikTok, and Google ad accounts, plus store orders. Output: a paid media dashboard on a team TV or shared link, with a scheduled morning email or PDF. Decision: which campaigns get more budget today, and which get paused.
Key metrics
- Return on Ad Spend
- Customer Acquisition Cost
- Cost Per Click
- Click-Through Rate
- Conversion Rate
Promotion and email performance
Who: the lifecycle or email marketer owns it; the Decision Owner uses it. Data: the email or SMS platform, store orders, and promo code usage. Output: a promotion results dashboard, shared with the team during the campaign window. Decision: whether to extend, repeat, or retire a promotion.
Key metrics
- Email Revenue
- Average Order Value
- Conversion Rate
- Cart Abandonment Rate
- Revenue per Send
Influencer and affiliate tracking
Who: the community or partnerships manager owns it; the Decision Owner uses it. Data: affiliate or influencer sheets, discount code redemptions, and store orders. Output: a partner scorecard, delivered by scheduled email before the monthly review. Decision: which partners to renew, renegotiate, or drop.
Key metrics
- Revenue by Code
- Customer Acquisition Cost by Partner
- Average Order Value
- Repeat Purchase Rate
Weekly and monthly leadership review
Who: the Data Steward owns it; the Decision Owner and leadership team use it. Data: ad accounts, store, email platform, and finance or accounting data. Output: an executive dashboard and a scheduled PDF for the meeting. Decision: whether to hold, raise, or cut marketing budget for the next period.
Key metrics
- Revenue
- Customer Acquisition Cost
- Customer Lifetime Value
- Return on Ad Spend
- Repeat Purchase Rate
One trusted view of every channel
Spend, orders, and email results sit in different tools, and nobody wants to reconcile them by hand. Klips connects to the tools you already use, so the whole team looks at the same dashboard.
Your definitions, the same every time
A "new customer" or a "conversion" means something specific in your business. With Excel-like formulas and data modelling, you set those definitions once and every dashboard uses them, so the answer doesn't change between meetings.
Know it without having to check
Campaigns move within hours, and leaders shouldn't have to ask for a number. Scheduled refreshes keep data current, and scheduled email or PDF delivery, TV mode, and shared links put results in front of the right people.
Results that are easy to read
When a promotion is running, important changes need to stand out. Custom themes, branded dashboards, and rich formatting make a drop in Return on Ad Spend easy to spot.
Klips offers 130+ connectors, 100+ Excel-like functions, 30+ visualization types, 10 distribution methods, and refresh intervals from 1 minute to 24 hours. Thousands of customers use it.