Brief
Klient Insights launches live services team dashboards in Salesforce
The new workspace, built into Klient PSA 51.13, turns weekly reporting into an embedded, click‑through view.
By Felo News Desk · Published
Klient Insights has introduced a live services team dashboard that consolidates margin, capacity, unbilled time and client health on a single screen inside Salesforce, Trendhunter reported on 17 October 2026.
The workspace is integrated into the Klient PSA platform and ships with pre‑configured views for profitability and capacity. Users can click any metric to open the underlying record, filter by role, and place dashboards on project or account pages, keeping data close to the work it tracks.
Rolling out now with Klient PSA version 51.13, the feature aims to replace separate export‑based reporting with an always‑current decision screen, making PSA software function more like a meeting interface than a back‑office database.
Key facts
- Klient Insights' live services dashboard aggregates margin, capacity, unbilled time and client health on a single Salesforce screen (trendhunter.com)
- The dashboard is built into Klient PSA and is available with version 51.13 (trendhunter.com)
- Metrics are clickable, opening the underlying records and allowing role‑based filtering on project or account pages (trendhunter.com)
Sources
- [1] trendhunter.com — originally reported as “Live Services Team Dashboards”
