Executive Performance Dashboards
Designed and implemented automated Klipfolio dashboards for a mid-sized advertising and email marketing firm. Integrated QuickBooks and Gusto data using Datadoo to centralize financial and operational reporting.
Overview
Built automated Klipfolio dashboards for a mid-sized advertising agency using QuickBooks, Gusto, and Datadoo integrations. The system centralized financial and operational reporting for leadership, finance, and operations teams.
Challenge
The client’s reporting process was manual, time-consuming, and spread across multiple systems, making it difficult to maintain accurate financial and payroll reporting.
Solution
Built automated Datadoo data pipelines for data collection from Gusto and centralized executive dashboards for revenue tracking, payroll reporting, profitability analysis, employee metrics, and operational KPIs.
Results
Reduced manual reporting time by several hours per week, improved reporting accuracy, enhanced forecasting visibility, and created a scalable reporting system for leadership and finance teams.