Dashboard software for marketing agencies
Dashboard software for marketing agencies: Impress clients, save time, scale
Klips gives marketing agencies one set of client and agency numbers, refreshed on a schedule and shared the way each client prefers. Most agencies have the data; the strain is rebuilding the same report every month for every client.
Who it's for
Marketing, digital, performance, and creative agencies that report to clients across several channels on a weekly or monthly rhythm. The Decision Owner is accountable for client retention and margin; the Data Steward builds and maintains client dashboards. Best for agencies without a dedicated data team.
Industries
- Marketing agencies
- Digital agencies
- Performance marketing agencies
- Creative agencies
Roles
- Founder
- Managing partner
- COO
- Operations lead
- Reporting specialist
- Account director
- Account manager
Company size
- 10 to 250 employees
An agency's core data challenge is proving results to clients across many channels while protecting the margin on every account.
The work runs on a rhythm. Account teams check campaigns daily, send client reports weekly or monthly, and run quarterly business reviews. Leadership watches revenue per client, hours spent, and retention. Each of those needs numbers from a different place: ad platforms, web analytics, a CRM, and a time-tracking or accounting tool.
That is why it is hard. Channel data sits in dozens of logins, and each platform names the same metric differently. Teams export to Excel or Google Sheets, paste into slide decks, and rebuild the same report for every client. Pasting numbers into a generic AI chatbot adds another problem: it doesn't know the client's goals or your definitions, and the answer can change next week. Billable hours go to assembly instead of analysis, and clients ask questions the team can't answer fast.
When numbers are consistent and reach the right people, the work changes. Account managers spend reporting time on what moved and what to do next. Clients see the same current figures the team sees. Leadership sees which accounts are healthy before the review, not during it. Klips connects to the tools you already use and delivers those numbers in branded dashboards.
Key jobs and use cases
Client performance reporting
Account managers own it; clients and agency leadership use it. Data comes from ad platforms, web analytics, CRM, email marketing, and e-commerce platforms. A branded client dashboard is shared by link or sent as a scheduled email or PDF before each review. It supports the decision on which channels get more budget.
Key metrics
- Return on Ad Spend
- Cost per Lead
- Marketing Qualified Leads
- Sales Qualified Leads
- Customer Acquisition Cost
- Funnel conversion rate
Campaign monitoring
Channel specialists own it; account managers use it. Data comes from ad platforms, web analytics, and social media accounts. A campaign dashboard runs on a team TV or opens on mobile. It supports the decision on which campaign to pause, adjust, or escalate today.
Key metrics
- Spend
- Click-Through Rate
- Cost per Click
- Conversion Rate
- Cost per Acquisition
Agency profitability
The operations lead owns it; the founder or managing partner uses it. Data comes from accounting, time tracking, project management, and billing tools. An internal leadership dashboard is reviewed in the weekly meeting. It supports the decision on which accounts to reprice, rescope, or staff differently.
Key metrics
- Revenue per Hour
- Utilization Rate
- Gross Margin by client
- Retainer Burn Rate
- Revenue per Client
Client retention and reviews
Account directors own it; the Decision Owner uses it. Data comes from the CRM, reporting dashboards, and client revenue or lead data. A review-ready dashboard or scheduled PDF supports each quarterly business review. It supports the decision on which clients are at risk and where expanded scope is justified.
Key metrics
- Client Retention Rate
- Lifetime Value
- Net Revenue Retention
- Results against agreed client goals
Know client results without checking
Account teams shouldn't have to log into ten platforms to answer a client's question. Scheduled refreshes keep numbers current, with intervals from 1 minute to 24 hours. Scheduled email and PDF delivery, shared links, and TV mode bring results to the team and client without a request.
Same definitions for every client
Cost per Lead should mean the same thing in every report. Excel-like formulas and data modelling let you define each metric once around how your agency and your clients measure success. Templates give new accounts a starting point.
Dashboards that look like your agency
Clients judge reporting by how clear it looks. Custom themes, rich formatting, and branded dashboards make important changes easy to see and keep the presentation consistent. Granular roles and SSO control who sees which client.
Expert help without a data team
Agencies grow faster than their reporting staff. The Help Center, professional services, and the partner network give you expert support during setup and as you add clients.
"We used to spend hours logging into different apps to monitor our marketing efforts. Now, Klipfolio makes it easy to see all the data we need in one place." Stephen Kunz, Qualtry
Klips has thousands of customers and top-tier reviews. It offers 30+ visualization types and 10 distribution methods. Put Klips in front of one client and measure the reporting time you get back.
