Dashboards for MSPs and IT Consultancies

One View for Your Team. One View for Your Clients. Omnipotent.

Give every project lead, service manager, and finance owner the same live view of project margins, billable utilization, MRR, and SLA performance. Connect PSA, ticketing, CRM, and finance so you can move from spreadsheet chores to clear decisions and client-ready reporting in minutes.

Get Started
klipfolio image

Your firm runs on projects and people. Margins fluctuate with time entries, change orders, and staffing shifts. Recurring contracts keep the lights on, but forecasting and reporting get messy when CRM, PSA, and accounting live in separate tools.

Klips brings your systems together, giving project leads, service managers, and finance owners a single source of truth. Track project margins, billable utilization, MRR, SLA compliance, and more — all in real time. Share dashboards internally or with clients via wallboards, private links, PDFs, or embedded views. The result: less manual reporting, faster decisions, and more transparent client conversations.

Logo Strip Msp It Consultancies

Project profitability, utilization, and capacity

Projects win or lose on time and staffing. With Klips, you see margins and utilization in the same frame so you can protect profit and balance workloads.

  • Real-time project margins: Burned vs budget, effective rate, cost rate, and EAC variance by project and by client.
  • Billable utilization: By person, role, and team with targets, bench time, and availability for the next 4 weeks.
  • Capacity planning: Roll up booked work and pipeline to forecast who is free, overbooked, or at risk of burnout.
  • Early warnings: Margin risk and under or over-utilization flags based on thresholds you set.

    • Recurring revenue and forecasting

    Managed services make your revenue steadier, yet renewals and upsells need a clear runway. Bring CRM, PSA, and billing together to get a forward view you can act on.

  • MRR and churn: New, expansion, contraction, and churn by month, client, and service line.
  • Roll-forward forecast: Weighted pipeline plus bookings and recurring contracts in a single monthly view.
  • Contract health: Renewal dates, term remaining, SLA credits, and at-risk accounts with owner next steps.
  • Staffing impact: Revenue forecast linked to required roles so you can plan hiring and bench assignment.

    • Client reporting and financial health

    Transparent reporting builds trust and shortens QBRs. Finance needs the same clarity on cash and collections to keep the engine running.

  • SLA and service quality: Uptime, MTTR, first-contact resolution, backlog, and ticket age by priority.
  • Project milestones: Plan vs actual with risks, blockers, and ETA, ready to share in a private client link.
  • Cash flow and collections: AR aging buckets, DSO, invoice status, promises to pay, and owner follow-ups.
  • Security posture: Patch compliance, endpoint coverage, and exceptions for regulated clients.

    • Why Klips fits IT and services work

    • Connect What You Already Use: PSA, ticketing, CRM, and accounting tools — like ConnectWise, Autotask, Jira, ServiceNow, HubSpot, Salesforce, QuickBooks, Xero, Microsoft 365, Azure, and AWS.
    • Shape Metrics That Matter: Use familiar formulas to track effective hourly rate, renewal risk, utilization, and service tier performance.
    • Keep Data Current: Set refresh schedules so dashboards stay up-to-date for daily standups, QBRs, and client reviews.
    • Share Safely: Apply roles and permissions to control who sees internal vs. client dashboards. White-label options keep your brand front and centre.
    "Costly and valuable developer time is now freed up, no longer from having to create interfaces, host and maintain databases, normalize data, and visualize reports.", Improvado.

    Getting started is straightforward

    Start by focusing on PSA, utilization, or financial health. Connect your systems, model your data, and build custom Klips for project margins, MRR, renewals, AR aging, and SLA compliance. Adjust formulas for your billing model, publish client-friendly dashboards, schedule PDFs, and add wallboards for team visibility.

    Real World Success Stories

    Learn how Klips empowers businesses like yours to make data-driven decisions.

    klipfolio image
    MSPs and IT Consultancies

    MagneticOne

    Multi-Company Dashboard Centralization

    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

    Build custom dashboards
    for you and your team.

    Get Started