Klient Insights · 100% inside Salesforce
PSA Dashboards in Salesforce: Your Monday Review on One Screen
Margin, capacity, unbilled time and the clients who need you this week, live on your Klient PSA data. No export, no spreadsheet, no second login.
Book a demo See it live on Nov 5 →
Klient Insights is the dashboard workspace in Klient PSA, the Salesforce PSA for professional-services firms.
What is Klient Insights?
Klient Insights is the dashboard workspace in Klient PSA: live dashboards on your projects, people, time and billing that open ready to read and run 100% inside Salesforce.
Most Monday reviews start the same way. Someone pulls four reports, pastes them into a spreadsheet, and by the time the meeting starts the numbers are already a few days old. Then the first question nobody planned for sends everyone back to Salesforce.
Klient Insights replaces that ritual with one live screen. You start from a ready-made Klient template, set the period or the practice, and every chart updates at once. When a number looks wrong, you click it and see the records behind it.
Which four questions does it answer every Monday?
A services leader asks the same four questions every week. Each one has its own Klient template, built on the data Klient PSA already holds.
Monday question 1
Where are we losing margin?
Profitability template
See the value of billable time against the cost of all time logged, and the margin left over, month by month. Break it down by project, practice and billing type to find the fixed-fee work that quietly ate its budget.
Monday question 2
Who’s free in the next 12 weeks?
Capacity & Demand template
Booked, soft-booked and unfilled demand against each week’s capacity, 12 weeks out. You see the weeks you are stretched, the bench before it costs you, and the roles you still have to staff. It sits on top of your Salesforce resource management data, so the bookings are the real ones.
Monday question 3
What’s unbilled?
Revenue & Billing template
Billable time not invoiced yet, invoices still sitting in draft, and invoices issued but unpaid. It is the revenue you already earned and have not collected, in one place, straight from your Salesforce billing & invoicing records.
Monday question 4
Which clients need us this week?
Account & Project Scorecard template
Every account in one sortable view: projects, budgeted cost, logged and booked hours, unpaid invoices, overdue tasks and margin. Each client gets a verdict with the reasons behind it. Sort by margin and the accounts losing money rise to the top.
How does the Monday meeting run from it?
You run the meeting from the dashboard itself, not from a deck built the night before.
Filter once
Set the period, practice, team or project. Every chart on the dashboard updates together, and filters narrow each other.
Click any number
Click a bar, a row or a KPI card and the records behind it open in a side pane. One more click opens the record.
Press Play
Pick the dashboards for the meeting and press Play. The player steps through them full screen, by hand or on a timer.
Everyone sees only the records they can already open in Salesforce. Sharing a dashboard shares its layout, never the data.
Can you build your own view, or have an AI agent build it?
Yes, both. Klient templates are read-only, so you press Save as copy or Edit and get your own dashboard to change. Drag in a KPI, a chart or a table, pick the Klient PSA object and its related records, and set the filters. The view nobody has built yet takes minutes, not a report request.
Or describe the view you want and let an AI agent build it. Below, GUIDY1, one of Klient PSA’s Agentforce agents, is asked for the hours logged this month by practice and adds the chart to the dashboard.
How is it different from standard Salesforce dashboards?
Klient Insights runs on the same Salesforce data, sharing and field security as your org, but it starts where a services firm needs it to start.
| Standard Salesforce reports and dashboards | Klient Insights | |
|---|---|---|
| Starting point | Build the reports first, then the dashboard | Ready-made PSA templates for margin, capacity, billing and client health |
| Related data | Each component reads one source report | One component reads related records and can merge datasets, such as invoiced amounts on a list of projects |
| Filters | Filters tied to the source reports’ fields | Every filter feeds every query, and filters narrow each other (Project follows Practice) |
| In the meeting | Open each dashboard in turn | Player mode steps through several dashboards; click any number to open its records |
| Where it runs | Inside Salesforce | Inside Salesforce, on your Klient PSA data, with each person’s own access |
See Klient Insights in action
Who it’s for. Klient Insights is for the people who run the Monday review at professional-services firms of 50 to 1,000 people on Salesforce: COOs, heads of delivery, practice leads and finance. It is part of Klient PSA, so it reads the projects, assignments, timesheets and invoices your team already keeps there.
Klient Insights FAQ
What is Klient Insights?
Klient Insights is the dashboard workspace in Klient PSA, the Salesforce PSA. It gives you live dashboards on projects, resources, time and billing, starting from ready-made Klient templates such as Profitability, Capacity & Demand, Revenue & Billing and the Account & Project Scorecard.
Does Klient Insights copy my data out of Salesforce?
No. Klient Insights runs inside Klient PSA, on the same Salesforce data, sharing and field security. There is no data to copy out and no second login, and each person sees only the records they can already open.
Do I have to build reports before I get a dashboard?
No. The Klient templates open ready to read on your Klient PSA data. You set filters such as period, practice, team or project, and every chart updates at once.
Can I change a Klient template?
Templates are read-only. Click Save as copy, or Edit, and you get your own dashboard to change: add KPIs, charts and tables, move and resize them, then share it with people, groups or roles as Viewer or Editor.
Can I put a dashboard on a project, account or resource page?
Yes. A Salesforce admin adds the Klient Insights component to the record page in Lightning App Builder, and the dashboard filters itself to that record.
How do I see Klient Insights on my own data?
Book a demo and we will walk through your own Monday review in Klient Insights. If you already run Klient PSA, open the Klient Insights tab in the Klient PSA app.
See it on your own Monday
Bring the four questions you ask every week. We will answer them on one live screen, inside Salesforce.
Prefer to watch first? Join the live session on Nov 5, 11:00 AM ET: your Monday review in one screen, with Yanick and Rosalie.