We design and build flexible, user-friendly dashboards tailored to your KPIs, helping you track performance, make better decisions, and scale with confidence.
the process - Step by Step
Every Klipfolio dashboard project at i-spark starts with a free discovery session, where we clarify your goals, explore your data setup, and understand how your team works.
We identify the KPIs that will drive business decisions. This step ensures your dashboard is aligned with actual priorities—not just aesthetics.
Have dashboards already? We’ll assess what’s working, what isn’t, and how to reuse what you love.
We design your dashboard for usability and impact. Layouts, colour logic, hierarchy, everything is tailored to your workflows.
We plan how your data will flow into Klipfolio: whether directly from tools or via a central data warehouse. Historical data? Future scalability? We plan for that too.
We clean, merge, and shape your data, so it’s ready for visualisation. Our team handles the technical heavy lifting, ensuring data reliability and structure.
We bring the design to life in Klipfolio, using Klips to connect and visualise your chosen KPIs.
Before go-live, we rigorously test every metric and interaction to ensure accuracy and performance.
You receive your fully functional Klipfolio dashboard with secure access for authorised users. We also offer hands-on training so your team feels confident using and evolving the dashboard.
In the B2B service sector, your business thrives on clarity, encompassing planning, productivity, profitability, and client performance. However, obtaining clarity from your tools (such as Simplicate or Exact Online) is often easier said than done.
That’s where our Custom B2B Data Solutions come in. Explicitly designed for service-oriented businesses, we translate your operational data into practical, decision-ready insights. Whether your focus is on improving project profitability, understanding regional performance, or enhancing SLA discussions, our data assessments and modular solutions are built to fit your unique needs.
Collaborative, end-to-end process
Our founder has established a strong partnership between i-spark and Klipfolio, delivering great outcomes for more than 11 years.
Read more here.
We work closely with your team to identify the metrics that really matter. Your dashboard won’t just look good, it will serve a strategic purpose and support smarter decisions.
Need to connect multiple tools or large data volumes? We’ll guide you on when and how to structure your data sources, including when a data warehouse might be the right move.
We build dashboards that you own and control. Optional training empowers your team to manage and adapt your dashboard over time, no ongoing dependency on us unless you want it.
Questions we often hear Klipfolio dashboards.
Klipfolio is a cloud-based dashboarding platform that helps you visualise and track your business metrics in real time. It connects to a wide range of data sources like spreadsheets, CRMs, financial tools, and databases, so you can centralise your KPIs and monitor performance at a glance. It’s known for its flexibility, powerful custom visualisations (Klips), and its ability to scale with growing data needs.
No. If you’re new to Klipfolio, we’ll help you get set up with the right plan for your needs. If you’re already using it, we can work within your existing setup or improve upon it.
That’s exactly what the discovery and KPI planning stages are for. We’ll guide you through identifying the most impactful metrics based on your business goals and user needs.
That’s very common and part of the reason our clients work with us. During the intake phase, we assess the quality and availability of your data and advise on how to make it useful and reliable. Cleaning and structuring are often part of our work.
Absolutely. Our dashboards are designed for usability, and we offer optional training so your team feels confident updating and maintaining them.
Visualise your business KPIs with precision.