- Department Solutions
- Klipfolio for Operations
"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."
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
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.
- 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
- 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
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.
Here are a few pre-built operations metrics.
Click each icon to see what's possible.
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:
- New wins
- And more
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:
- And more
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.
See what else you can build for QuickBooks
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:
- And more
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:
- Upcoming events
- Top keywords
- And more
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
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.
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.
Data is meant to be shared. A dashboard without any viewers is, well, kind of sad. Wouldn’t you agree?
Which is exactly why we make sure you can share with your team multiple ways.
TV dashboard display
Our customers love showing off their dashboards on wall-mounted TVs throughout the office. It’s a great way for executives to nurture a culture of data transparency and the team to see their performance at a glance. Plus, it looks super cool.
Slack, email snapshots, and links
Send Klips or entire dashboards via Slack, setup manual or recurring email snapshots, and share links to your live dashboard.
Still sending spreadsheets to your clients? You’ll improve your service offerings and their business performance by instead giving them direct access to beautifully visualized live data.
✔ Executive Reporting Dashboard
✔ Web Metrics Dashboard
✔ Sales Performance Dashboard
✔ Accounts Health Dashboard
✔ Social Media Status Dashboard
✔ Support Tickets
✔ Call Status
✔ Account Health
✔ MRR & Accounts Dashboard