Less Spreadsheet Prep. More Billable Brainpower. Better Margins.
Give partners, project leads, and client teams a live view of utilization, margin, pipeline, and delivered impact. Bring internal systems and client data into one place, define KPIs once, and publish dashboards your clients can trust. Less spreadsheet prep, more billable advice.
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Consulting firms work in two directions at once. Internally, you need visibility into time, cost, margin, and pipeline to staff well and protect profit. Externally, clients expect real-time dashboards, not static decks. Data lives across CRMs, project tools, timesheets, accounting, and client systems, which slows delivery and invites errors.
Klips connects those sources, helps you standardize KPI definitions, and gives you governed ways to share. Build profitability and utilization views for partners, delivery dashboards for PMs, and client-facing portals for QBRs and outcomes. You decide what to show, to whom, and how often it refreshes.
Profitability and utilization that stay current
Partners need margin and utilization in the same frame. With Klips, you pull time, rates, expenses, and targets together so you can act early.
Forecasting and pipeline you can act on
Forecasts fall apart without one place to track new work, renewals, and retainers. Combine CRM pipeline with current engagements to see what is real and when.
Client reporting, governance, and reuse
Clients want clarity and speed. You want control and repeatability. Klips lets you standardize definitions, reuse templates, and deliver branded dashboards safely.
Why Klips fits consulting work
Your data is fragmented across tools like HubSpot, Salesforce, Pipedrive, Monday, Asana, Jira, Harvest, Toggl, QuickBooks, Xero, Google Sheets, and BigQuery. Klips connects to popular services and lets you shape the metrics that matter, from effective hourly rate to client ROI. Control refresh windows for standups and reviews. Segment internal views from client views with roles and groups. White-label dashboards to match your brand, then share on TV, mobile, or as a private link.
“Do it! Our customers feel empowered to make more informed decisions, they feel better equipped to present information to their board to back up their decision making processes, and are able to refine their goals and tactics to increase engagement with their members.” Jeff Horne, Wicket
Get value fast
Start by building dashboards that shed light on profitability, utilization, pipeline, and QBR scorecards. Map your fields once, then reuse the same definitions across clients. Add thresholds to flag margin risk or underutilization. Publish a client dashboard for your top account and schedule a monthly PDF to arrive before the meeting. Put a wallboard on the delivery floor so the team can watch backlog and response times.
Ready to see it in action? Start a free trial or book a demo.
Real World Success Stories
Learn how Klips empowers businesses like yours to make data-driven decisions.
Omnia
Driving Client Success
Custom dashboards for you and your team
Bring all of your data together to build custom dashboards and reports—no data warehouse required.
- Klips integrates with 130+ data services. If you don't see what you're looking for, connect using our REST/URL option
- Pull in data that's stored on premise or in the cloud, upload spreadsheets, or write custom queries
- Use Excel-like formulas and functions to transform your data, perform calculations, manipulate dates or text, and add logic and statistics
