Dashboard software for MSPs and IT consultancies
One view for your team. One view for your clients.
Klips brings project margin, recurring revenue, SLA performance, and cash collections together for MSPs and IT consultancies. Your PSA, ticketing, CRM, and accounting tools each hold part of the story, and no one should rebuild it in a spreadsheet before every QBR.
Who it's for
Managed service providers and IT consultancies with 10 to 250 employees, best fit at 50 to 250, that bill by project, retainer, seat, or hour. The Decision Owner is the founder, CEO, COO, or managing partner. The Data Steward is an operations lead, IT lead, virtual CFO, or consultant. If your PSA’s built-in reports already answer what clients and partners ask, you may not need more yet.
Industries
- Managed service providers
- IT consultancies
- IT services
Roles
- Founder
- CEO
- COO
- Managing partner
- Operations lead
- IT lead
- Virtual CFO
- Consultant
Company size
- 10 to 250 employees
- 50 to 250 employees
MSPs and IT consultancies struggle to see margin, utilization, and recurring revenue together while the work is still in motion.
Your firm runs on projects, retainers, and people. Margins shift with every time entry, change order, and staffing change. Leaders review utilization weekly, MRR and renewals monthly, and SLA performance and AR Aging with clients and finance each quarter.
The numbers live in different places. Time and budget sit in the PSA, tickets in ConnectWise or Jira, pipeline in the CRM, and invoices in QuickBooks or Xero. Most firms stitch them together in spreadsheets, wait for someone to pull a number, or paste figures into a generic AI chatbot that doesn't know how the firm defines a billable hour. The answer changes from week to week, and someone has to double-check it. By the time a margin problem shows up on the invoice, the project is usually over.
When definitions are consistent and the numbers reach the right people on a schedule, leaders stop chasing updates. Project leads, service managers, and finance owners work from the same figures, and client conversations start from shared facts. Klips is dashboard software that connects to the tools you already use, so the Decision Owner sees where the firm stands without asking.
Key jobs and use cases
Project profitability and utilization
Protect margin on every engagement. Owned by the delivery or operations lead and used by the Decision Owner and project leads. Data comes from PSA time entries, project budgets, and staffing schedules. Output is a Project Profitability Dashboard by project, client, and team, shown on a TV or sent on a schedule. Supports the decision to reprice, restaff, or renegotiate scope while the project can still be corrected.
Key metrics
- Project Margin
- Billable Utilization Rate
- Effective Hourly Rate
- EAC Variance
- Bench Time
Recurring revenue and renewals
Keep a clear view of managed services revenue and renewal risk. Owned by the finance owner or account lead and used by the Decision Owner. Data comes from CRM pipeline, billing, and contract records. Output is a Recurring Revenue Dashboard for the monthly leadership review. Supports deciding which renewals need an owner this month and whether to hire ahead of growth.
Key metrics
- Monthly Recurring Revenue (MRR)
- MRR Churn Rate
- Net Revenue Retention
- Contract Renewal Rate
- Weighted Pipeline Value
Client SLA and QBR reporting
Show clients the service they are getting. Owned by the service manager and used by clients and account leads. Data comes from ticketing, PSA, and endpoint or patch management tools. Output is a client-facing SLA Scorecard shared by private link or scheduled PDF before the QBR. Supports deciding where to add support capacity and which accounts need a conversation.
Key metrics
- SLA Compliance Rate
- Mean Time to Resolve (MTTR)
- First-Contact Resolution Rate
- Ticket Backlog by Priority
- Customer Satisfaction Score (CSAT)
Cash flow and collections
Turn billed work into cash. Owned by the finance owner or virtual CFO and used by the Decision Owner. Data comes from accounting software and PSA billing. Output is a Financial Health Dashboard delivered by email or PDF each week. Supports choosing which overdue invoices to chase first and which service lines deserve more investment.
Key metrics
- Days Sales Outstanding (DSO)
- AR Aging by bucket
- Gross Margin by service line
- Revenue per Employee
Numbers defined your way
Every firm bills differently, whether by hour, seat, retainer, or project. Klips uses Excel-like formulas and data modelling, so Effective Hourly Rate, utilization, and renewal risk follow your definitions and give the same answer every time. You can build custom Klips around your billing model.
Know it without checking
Leaders shouldn't have to ask for the latest margin or backlog. Scheduled refreshes keep dashboards current for standups and QBRs, and scheduled PDF or email delivery and TV mode put them in front of the team.
Share with clients, keep control
Clients want transparency, but not your internal numbers. Granular roles let you separate internal and client dashboards, and branded dashboards, public links, and embeds carry your name.
Help without a data team
Setup shouldn't need hiring. The Help Center, professional services, and a partner network give you expert help when you need it.
Klips offers 130+ connectors, 100+ Excel-like functions, 10 distribution methods, and refresh intervals from 1 minute to 24 hours.
