Dashboards for Software Companies

See Growth, Spot Risk, Take Action — All in One View.

Clean, trusted operational and growth metrics for your board, execs, and teams. Connect CRM, product analytics, support tools, and databases to ship dashboards your team actually uses.

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Your stack moves fast. Data lives in Salesforce or HubSpot, product analytics in Mixpanel or Amplitude, support in Zendesk, and finance in QuickBooks or Xero. Teams talk pipeline, project progress, and feature adoption. Definitions drift. Spreadsheets multiply. Reports lag. You need one place to see growth, risk, and operational health. Klips brings those signals together and makes them stick. Build executive views, team snapshots, and board-ready exports backed by clear metric definitions, consistent refresh, and the connectors your technical team expects.

Logo Strip Software Saas

Standardized metrics, no debates

Align finance, sales, and product on shared KPIs that everyone trusts.

  • Key metrics built for your business: growth rate, churn, expansion, retention, revenue, and usage
  • Cohorts, payback, CAC to LTV, and product adoption metrics ready for every board meeting
  • Editable Klip logic to bring even the most complex raw data under control
  • Versioned revision history so you never lose a thing
  • Role-based views that keep teams aligned

    Give each team the view it needs without building one-off reports.

  • Executives: growth rate, churn, retention, runway, and high-level operational KPIs
  • Sales: pipeline by stage, win rate by segment, forecast vs target
  • Product and engineering: activation, DAU or WAU or MAU, feature adoption, usage trends
  • Customer success / support: health scores, at-risk accounts, expansion potential
  • Connect your stack with speed

    Hook up popular apps, query databases, or use APIs. No fragile copy and paste.

  • Connectors: Salesforce, HubSpot, QuickBooks, Xero, Mixpanel, Amplitude, Zendesk
  • SQL friendly: Postgres, MySQL, Snowflake, BigQuery, Redshift
  • REST and webhooks for custom apps and internal tools
  • Scheduled refresh from 1 minute to 24 hours keeps dashboards live
  • Get results that matter

    Cleaner numbers. Faster decisions. Fewer surprises. Teams stop arguing about definitions and start acting on the same data. Board packages take hours, not days. Forecasts track closer to reality because CRM, analytics, and support data live together. Product teams spot usage trends early. Sales and marketing show impact across pipeline and campaigns. Engineering wires up REST or SQL, then moves on.

    What teams build

    • Executive metrics: growth rate, churn, retention, operational KPIs, exportable slides
    • Revenue and pipeline: pipeline by stage, forecast vs target, conversion by segment
    • Product and adoption: activation, DAU/WAU/MAU, feature adoption, usage trends
    • Customer health: support, usage, and revenue combined into a single score

    Why technical teams pick Klips

    • Flexible by design: JSON via APIs, SQL on warehouses, templates to start fast
    • Governed access: users, roles, shared definitions, TV mode, embeds, scheduled emails, PDFs, CSV
    • Board-ready every time: cohort views and exports that stay in sync

    Try Klips free

    Start a free trial to explore templates for growth, churn, retention, pipeline, adoption, and customer health. Connect Salesforce, Mixpanel, and a database in minutes. No credit card required.

    Real World Success Stories

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

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    Software

    VuPulse

    Real-Time Reporting

    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.