1. Department Solutions
  2. Klipfolio for Operations

The control you want, the data you need.

All your operations metrics and KPIs in one dashboard reporting tool.

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Klipfolio - Operations Dashboard

"It's not a coincidence that our firm saw pretty explosive growth after properly implementing Klipfolio. We're not taking guesses on any of our business decisions because we have a real-time barometer that will guide us in our process."

klipfolio - brian dainis

Brian Dainis

CEO at Curotec

A cloud-based reporting solution for leading operations teams

As the leading team-member responsible for ensuring that everyone understands the bigger picture of the business, Klipfolio can help! You're making sure all systems are running smoothly, but does the rest of the business know what's going on? With Klipfolio, sharing key business results is easy.

Create dashboards your team can rally around

Klipfolio can help you display and calculate all the core metrics that are driving the performance of the business. With Klipfolio, you can monitor and share your KPIs in an easy to understand dashboard.

Leverage your favourite tools to build dashboards

With Klipfolio you can easily build custom reports by connecting to all your favourite data sources including Mixpanel, Google Sheets, Salesforce, BambooHR, and more.

Build and schedule reports for all the departments in your organization

Don't wait until the end of the month to share data with your organizatio. Provide departments with the data they need to understand what is working.

Operations dashboard examples

Curious to see what you can track in Klipfolio? Here are just a few examples of the operations dashboards you can build. View the live dashboard examples to get a better look.

Klipfolio - Executive Operations Dashboard

Executive Operations Dashboard

  • Get an interactive view of how your entire organization is performing
  • Track your departmental performance and see where you can improve results
  • Give your investors an easy view into your overall performance
Klipfolio - Operational Sales Dashboard

Operational Sales Dashboard

  • Get an instant view into your sales performance
  • Stay on top of your operational metrics and make data driven decisions
  • Get your company rallying around your numbers by sharing an operational dashboard
klipfolio - operations metrics connections

How to track your operations metrics with Klipfolio

Klipfolio allows you to pull in data from all of the different operation services you use to track your performance—and display precisely what you need in a single interactive dashboard. What does this mean for you? No more piecemeal reports or Excel sheets with multiple versions. And you can get started with just a few clicks.

Pre-built Metrics

Here are a few pre-built operations metrics.

Click each icon to see what's possible.

  • klipfolio - salesforce
  • klipfolio - quickbooks
  • klipfolio - xero
  • klipfolio - hubspot

Salesforce

Connecting your Salesforce data into Klipfolio gives you instant access to your performance. You can also combine your Salesforce data with data from other key services to build operational dashboards. With Klipfolio you can track:

  • Revenue
  • New wins
  • CAC
  • Sales
  • And more
Klip Template | Salesforce - Revenue and Wins by Type

Revenue and Wins by Type

Understand what types of opportunities are bringing in the most revenue.

Uses:

Klip Template | Salesforce - Sales This Month

Sales This Month

Monitor your sales this month and compare to the average of the last three months.

Uses:

See what else you can build for Salesforce

QuickBooks

Are you a QuickBooks user? Connect your account to Klipfolio to easily monitor your performance in an interactive dashboard. Easily share the dashboard with your external stakeholders and save time on creating manual Excel reports. With Klipfolio you can track:

  • CAC
  • Income
  • Expenses
  • And more
Klip Template | QuickBooks - Income and Expenses

QuickBooks Income and Expenses

Bring your key accounting puzzle pieces - Income, Expenses, and Profit - together to help you make actionable decisions. Choose the time period of your choice from the drop-down menu, and compare to the previous period.

Uses:

Klip Template | Xero - Profit and Loss Report

Profit and Loss Report

Display a full profit and loss report for this month.

Uses:

See what else you can build for QuickBooks

Xero

Connecting your Xero data into Klipfolio gives you instant access to your performance. You can also combine your Xero data with data from other key services. With Klipfolio you can track:

  • CAC
  • Profit
  • Expenses
  • And more
Klip Template | Xero - Executive Summary

Executive Summary

This indispensable Klip provides an executive summary of your business metrics for this month and the last.

Uses:

Klip Template | Xero - Profit and Loss Report

Profit and Loss Report

Display a full profit and loss report for this month.

Uses:

See what else you can build for Xero

HubSpot

With so much data inside HubSpot, it can seem a little overwhelming when you’re trying to report on your performance. We’re making it easy with our pre-built data visualizations. Track metrics like:

  • Revenue
  • Upcoming events
  • Top keywords
  • Leads
  • And more
Klip Template | HubSpot - Revenue This Month

Revenue This Month

Track your total revenue this month, and compare it to last month and your revenue growth rate.

Uses:

Klip Template | HubSpot - Website Leads

Website Leads

Make sure you are getting a steady stream of leads to your website.

Uses:

See what else you can build for HubSpot

Discover dashboard builder’s delight

Our customers in operations roles love Klipfolio because it empowers them to build their own dashboards. Sure, it takes time to get it right, but it’s absolutely worth it.

Connecting your data

You’ve got an impressive tech stack, but how do those puzzle pieces fit together? Klipfolio is an API machine with 100s of connections to the core services you use to help grow your business.

Browse the 100+ services you can connect to

The Editor

Love to tinker and build but tired of using Excel or Google Sheets to share your key results and metrics? The Klip Editor is where you bring your data story to life. Build custom data visualizations that you can share with your whole organization.

Custom visualizations

Drag-and-drop visualizations from the palette to start assembling your custom dashboard. Choose from standard data visualizations like charts, bullet charts, and scatter plots. Or get creative and inject custom HTML into your dashboard. The choice is yours.