Dashboards for Business and Management Consulting Firms
Less Spreadsheet Prep. More Billable Brainpower. Better Margins.
Give partners, project leads, and client teams a live view of utilization, margin, pipeline, and delivered impact. Bring internal systems and client data into one place, define KPIs once, and publish dashboards your clients can trust. Less spreadsheet prep, more billable advice.
Profitability and utilization that stay current
Partners need margin and utilization in the same frame. With Klips, you pull time, rates, expenses, and targets together so you can act early.
- True project margin: Revenue, direct costs, and indirects like internal time or travel.
- Effective hourly rate: Realized rate by project, client, and consultant.
- Billable utilization: By person and role, with targets and variance.
- Capacity signals: Bench time, overbooking, and next 4 weeks of availability.
Forecasting and pipeline you can act on
Forecasts fall apart without one place to track new work, renewals, and retainers. Combine CRM pipeline with current engagements to see what is real and when.
- Roll-forward revenue: Weighted pipeline plus booked projects and retainers.
- Win rates and cycle time: By service line, client tier, and owner.
- Renewals and retainers: Term remaining, value at risk, and next steps.
- Staffing impact: FTE needs by role tied to forecasted work.
Client reporting, governance, and reuse
Clients want clarity and speed. You want control and repeatability. Klips lets you standardize definitions, reuse templates, and deliver branded dashboards safely.
- Secure client access: Private links, embeds, and role-based permissions.
- Definition clarity: Metric notes so clients see exactly how KPIs are calculated.
- Template library: Reusable Klips for QBRs, ROI, and KPI scorecards.
- Automated delivery: Scheduled emails and PDFs to land before reviews.
Customer story
Omnia
Driving Client Success
Read the full story
Why Klips fits consulting work
Your data is fragmented across tools like HubSpot, Salesforce, Pipedrive, Monday, Asana, Jira, Harvest, Toggl, QuickBooks, Xero, Google Sheets, and BigQuery. Klips connects to popular services and lets you shape the metrics that matter, from effective hourly rate to client ROI. Control refresh windows for standups and reviews. Segment internal views from client views with roles and groups. White-label dashboards to match your brand, then share on TV, mobile, or as a private link.
“Do it! Our customers feel empowered to make more informed decisions, they feel better equipped to present information to their board to back up their decision making processes, and are able to refine their goals and tactics to increase engagement with their members.” Jeff Horne, Wicket
Get value fast
Start by building dashboards that shed light on profitability, utilization, pipeline, and QBR scorecards. Map your fields once, then reuse the same definitions across clients. Add thresholds to flag margin risk or underutilization. Publish a client dashboard for your top account and schedule a monthly PDF to arrive before the meeting. Put a wallboard on the delivery floor so the team can watch backlog and response times.
Ready to see it in action? Start a free trial or book a demo.