Dashboard software for management and business consulting firms
Less Spreadsheet Prep. More Billable Brainpower. Better Margins.
Klips is dashboard software that gives consulting firm leaders one trusted view of margin, utilization, pipeline, and client results. Yet time, pipeline, and accounting data sit in separate tools, so someone rebuilds a spreadsheet before every partner meeting.
Who it's for
Management and business consulting firms, boutique advisories, and independent consultants who deliver project-based work and report to clients on a regular rhythm. Managing partners, founders, COOs, and practice leads use the numbers to manage margin, staffing, and client retention. An operations or finance lead usually sets up the dashboards and keeps definitions consistent. Best fit is a firm that wants trusted numbers on a weekly and monthly rhythm without hiring a data team. Firms with an in-house data team can point Klipfolio at the models that team already maintains, so practice leads get their own views without new builds.
Industries
- Management consulting
- Business consulting
- Boutique advisory firms
- Independent consulting
Roles
- Managing partner
- Founder
- COO
- Practice lead
- Operations lead
- Finance lead
- Delivery lead
- Engagement lead
- Independent consultant
Company size
- 20 to 50 employees
- 50 to 250 employees
- Solo consultants who build reporting for clients
Consulting firms sell time and judgment, so their core data challenge is knowing which projects, people, and clients are making or losing money.
The work runs on a steady rhythm. Delivery leads review utilization and staffing every week. Partners review project margin, realization, and pipeline each month after the books close. Clients expect a scorecard at every quarterly business review (QBR), and many want to see progress between meetings.
The numbers behind that rhythm live in different places: a CRM for pipeline, a project tool for scope and backlog, a time tracker for hours, accounting software for revenue and cost, and often the client's own systems. Most firms stitch these together in Google Sheets, then repeat the work before every meeting. Some paste exports into a generic AI chatbot instead. That tool doesn't know how your firm defines "billable," gives a different answer next week, and leaves someone to double-check the output. The cost is late decisions: scope creep shows up after the margin is gone, and underused consultants are spotted after the month ends.
When numbers are trusted, consistent, and delivered to the right people, partners spend review meetings deciding instead of reconciling. Project leads see their own margin and backlog without asking finance. Clients get a scorecard they can read without a call. Klips connects to the tools your firm already uses, so each of those views is grounded in your numbers and your definitions.
Key jobs and use cases
Project margin and profitability
Job: Review project profitability before scope drifts. Who: Finance or operations lead owns it; partners and project leads use it. Data: Time tracking, project management, and accounting. Output: A monthly profitability dashboard, with a scheduled PDF or email to partners before the review. Decision: Reprice, rescope, or staff differently on projects where margin is slipping.
Key metrics
- Project Margin
- Effective Hourly Rate
- Realization Rate
- Budget vs Actual Hours
- Revenue per Consultant
Utilization and staffing
Job: Keep consultants billable without burning them out. Who: Delivery lead owns it; partners and resource managers use it. Data: Time tracking, project management, and the staffing schedule in Google Sheets. Output: A weekly staffing dashboard shown on a TV in the delivery area or sent by email before the Monday meeting. Decision: Move people between projects, or decide whether to hire or pause hiring.
Key metrics
- Billable Utilization
- Bench Time
- Hours Booked vs Available
- Backlog
- Overtime Hours
Pipeline and backlog
Job: Match sales commitments to delivery capacity. Who: Managing partner owns it; business development leads and delivery leads use it. Data: CRM and project management. Output: A pipeline dashboard reviewed in the weekly leadership meeting. Decision: Chase more work, slow intake, or start recruiting ahead of a signed engagement.
Key metrics
- Weighted Pipeline
- Win Rate
- Pipeline Coverage
- Average Deal Size
- Sales Cycle Length
Client QBR scorecards
Job: Show clients the outcomes your work produced. Who: Engagement lead owns it; the client's executives use it. Data: Client systems (CRM, marketing, finance, or operations) plus your project data. Output: A branded client dashboard shared by private link, embed, or a scheduled PDF before the QBR. Decision: Renew, expand, or redirect the engagement based on results the client can see.
Key metrics
- Client-agreed KPIs
- Milestones Delivered
- Budget Consumed
- Net Promoter Score
- Delivered Impact
Cash and collections
Job: Keep invoicing and payments on track. Who: Finance lead owns it; partners use it. Data: Accounting software and project management. Output: A monthly cash dashboard emailed to partners. Decision: Chase overdue invoices, change billing terms, or adjust the pace of hiring.
Key metrics
- Days Sales Outstanding
- Accounts Receivable Aging
- Work in Progress
- Invoiced vs Billable
- Cash Balance
Why Klips fits consulting work
One definition across every client
Effective Hourly Rate and Realization Rate need to mean the same thing in the partner review and in the client deck. Klips has 100+ Excel-like functions and data modelling, so you define each metric once and reuse it across projects and clients.
Internal and client views, separated
Partners need to see margin, and clients should never see it. Granular roles and groups keep internal dashboards apart from client dashboards, and SSO helps manage who gets in. You choose how each one is delivered: TV mode, public links, embeds, or scheduled PDF or email.
Dashboards that match your brand
A client scorecard that looks like your firm's work reinforces the quality of your advice. Custom themes and rich formatting let you build branded dashboards that make changes in margin, backlog, or client KPIs easy to spot.
Numbers current before every meeting
Nobody wants to refresh a spreadsheet the night before a QBR. Scheduled refreshes, from every 1 minute to every 24 hours, keep numbers current, so partners and clients know where things stand without having to check.
Klips connects to 130+ services, offers 30+ visualization types, and has 10 distribution methods. Thousands of customers use it to get everyone on the same page.
Ready to see it with your own numbers? Start a free trial or book a demo.
