Klipfolio
76 Case Studies
A Klipfolio Case Study
Planday is a workforce collaboration platform that helps managers and hourly employees schedule shifts, communicate, and track hours. Facing ineffective Excel-based reporting, finance analyst Ivan Zaykov needed a more robust way to model and clean data from multiple sources and to surface core SaaS KPIs (MRR, churn, LTV/CAC, CAC/ACV, sales velocity, active users) across the business.
They implemented Klipfolio, using its PowerMetrics feature to snap metric views into shared dashboards with common filters and real-time updates. The result was company-wide visibility and faster, data-driven decisions—KPIs appear on office TVs, teams stay aligned and engaged, and Planday can scale reporting and planning more efficiently as they grow.
Ivan Zaykov
Finance Analyst