Dashboards for SaaS Companies

Dashboards and Reporting for SaaS Companies

Your SaaS company runs on CRM, billing, product analytics, and support tools. Klips pulls them into one view, applies clear metric definitions, and gives every team a dashboard that matches how they work. Less spreadsheet scramble, more investor-ready clarity.

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SaaS data lives in different tools: CRM for pipeline, billing for subscriptions, product analytics for usage, and support for tickets. Each team sees a slice. Definitions drift, which turns ARR, MRR, churn, and NRR into debate fodder. Forecasts stall when CRM and billing never meet. Quarter end hits and leaders rebuild the same spreadsheets for the board. PLG motion adds another gap unless PQLs, activation, and conversion live in the same story.

Klips gives you a single view without changing your stack. Connect Salesforce or HubSpot, Stripe or Chargebee, Mixpanel or Amplitude, Zendesk or Intercom, plus your database or warehouse. Standardize metric formulas, blend cohorts, and ship role-based dashboards that open on a phone, TV, or browser. Data refresh runs on a schedule, so reports stay current and board-ready.

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Unite your own SaaS data stack

Bring CRM, billing, product analytics, support, and your warehouse into one governed view so teams stop arguing and start acting.

  • Tie pipeline to billing so ARR, MRR, and forecasts reflect reality.
  • Blend usage and tickets to surface churn risk and expansion signals.
  • Connect with built-in connectors, SQL, or APIs and set refresh schedules.
  • Choose raw tables for power users or templates for fast starts.

    • Standardize the metrics investors expect

    Use one playbook for SaaS metrics so updates match board and benchmark expectations.

  • Lock definitions for ARR, MRR, churn, NRR, gross margin, and payback.
  • Cohort tables show retention, contraction, and expansion by signup month and plan.
  • Track CAC and LTV with cost mappings and clear attribution assumptions.
  • Add benchmark lines for Rule of 40 and NRR to see where you stand.

    • Role-based dashboards that drive action

    Give each function a live view that answers daily questions without hunting through tabs.

  • Exec: growth rate, runway, ARR, NRR, and cash burn on one screen.
  • Finance: CAC, LTV, margin, revenue recognition views, and forecasts.
  • Sales: pipeline, win rate, coverage, and rep activity with drill-ins.
  • CS and Product: activation, DAU/WAU/MAU, PQLs, feature adoption, and NPS.

    • How it works

    1. Connect your sources. Use built-in connectors, secure SQL, and APIs to pull CRM, billing, product, support, and warehouse data into Klips. Pick refresh intervals so dashboards stay current.
    2. Define the metrics. Create shared formulas for ARR, MRR, churn, NRR, CAC, LTV, payback, and cohorts. Lock names and logic so every report matches the same playbook.
    3. Build and share. Assemble views for execs, finance, sales, CS, and product. Share by link, TV mode, mobile web, embeds, PDFs, or scheduled emails. Control access with users, groups, roles, and SSO.

    “Executives are logging into Klipfolio and tracking real-time metrics of the company to drive business decisions.”

    What you get: faster board decks, fewer spreadsheet rebuilds, and a trustworthy view of growth, retention, and runway. Dashboards look great out of the box and can be tuned with themes, layouts, and variables when you need more control.

    Ready to see Klips in your stack? Sign up today.

    Real World Success Stories

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

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    SaaS

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    Real-Time Performance Visibility

    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.

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