Klient Adds Live PSA Dashboards Inside Salesforce With Klient Insights
Klient has launched Klient Insights, a dashboard workspace built into Klient PSA, its Salesforce-native PSA for professional-services firms. According to the company, it shows margin, capacity, unbilled time and client health on one live screen, with no export and no spreadsheet.
- Klient launched Klient Insights, a dashboard workspace inside Klient PSA on Salesforce.
- It covers margin, capacity, unbilled time and client health on one live screen, with four ready-made templates.
- Access follows Salesforce permissions, and users can build custom charts or have an AI agent do it with Agentforce and GUIDY1.
- Rolling out now to all customers with Klient PSA 51.13.
- Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included.
Four Monday questions on one screen
Klient says most services firms start the week the same way: someone exports hours, invoices and the resource plan, then rebuilds the same spreadsheet. The goal is to answer four questions. Where are we losing margin? Who is free in 12 weeks? What is unbilled? Which clients need attention this week?
According to Klient, the numbers are often a few days old by the time that spreadsheet is ready. Klient Insights is meant to remove that step by answering all four questions from the data already in Klient PSA.
It does so through ready-made templates: Profitability, Capacity & Demand, Revenue & Billing, and the Account & Project Scorecard.
How the dashboards work
Klient states that every number in the dashboards is live. Users can click any number to open the records behind it, and filter by team or role. A Play button lets a team run a meeting straight from the dashboard.
Because Klient Insights runs inside Salesforce, each person sees only the records their Salesforce access allows. Dashboards can also be placed on a project, account or resource record page.
For views that do not exist yet, users can press Edit and add a chart on any Klient PSA data. Alternatively, an AI agent can build the view using Agentforce and GUIDY1, according to the company.
Yanick Abraham, CEO of Klient, said in the announcement: "The data was already in Salesforce. Klient Insights puts the answers on one screen, live, so the meeting starts with the decision instead of the report."
Availability and the product behind it
Klient Insights is rolling out now to all customers with Klient PSA 51.13. Setup steps and a quick-start guide are available in the Klient Feature Hub. Firms evaluating a PSA can book a demo to see it on their own data. Klient also scheduled a live webinar for November 5, 2026 at 11:00 AM ET.
Klient builds Klient PSA for professional-services firms of 50 to 1,000 people. The platform runs 100% inside Salesforce and covers projects, resources, time, billing and customer delivery in one Salesforce org. It includes nine Agentforce agents that handle routine delivery work.
Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. The company cites ratings of 4.9/5 on the Salesforce AppExchange (80+ reviews) and 4.5/5 on G2.
What it means for services firms
For firms already on Klient PSA, the update moves weekly reporting from a manual spreadsheet routine to dashboards on data held in Salesforce. Since access follows Salesforce permissions, leaders and team members can look at the same live figures while seeing only what they are allowed to see.
The release also shows Klient tying its reporting layer to Agentforce, so users who need a custom view can ask an agent to build it instead of assembling it by hand.
PR Newswire: Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce
