Dashboards for MSPs and IT Consultancies
One view for your team. One view for your clients.
Give every project lead, service manager, and finance owner the same live view of Project Margins, Billable Utilization, MRR, and SLA Compliance. Connect PSA, ticketing, CRM, and finance so you can move from spreadsheet chores to clear decisions and client-ready reporting in minutes.
Project profitability, utilization, and capacity
Projects win or lose on time and staffing. See margins and utilization in the same view so you can protect profit, balance workloads, and catch problems before they hit the invoice.
- 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 four weeks.
- Capacity planning: Roll up booked work and pipeline to know who is free, overbooked, or at risk before it becomes a problem.
- Early warnings: Margin risk and utilization flags based on thresholds you set, so the alert comes to you rather than waiting for a weekly review.
Recurring revenue and forecasting
Managed services steady your revenue, but renewals and upsells still need a clear runway. Bring CRM, PSA, and billing together so your forward view is always current.
- 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 before a gap opens.
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 via 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.
Customer story
MagneticOne
Multi-Company Dashboard Centralization
Read the full story
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 — no manual pulls required.
- Share safely: Apply roles and permissions to control who sees internal versus 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 with 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.