Case Study: Soshal achieves real-time company health visibility and better revenue forecasting with Klipfolio

Soshal - Customer Case Study

Soshal is an Ottawa-based user experience agency led by CEO Dave Hale that works with clients like Kobo, REALTOR.ca and SurveyMonkey. Although the team was intensely data-driven—building cashflow models, sales dashboards and operational tools in Google Sheets—they struggled to centralize and communicate the large volume of metrics needed for quick, executive-level decisions around pipeline, utilization, realized rate and cashflow.

Soshal adopted Klipfolio dashboards, appointed an internal Klipfolio expert, and implemented traffic-light visuals and a revenue-forecast dashboard with 12-month visibility. The change lets executives assess company health in 2–3 minutes, share actionable KPIs across leadership and sales, and quickly identify actions (e.g., closing contracts or adjusting rates), resulting in clearer forecasting, faster decisions and stronger business performance.

Soshal

Dave Hale

Chief Executive Officer