Case Study: Trace Medical achieves real-time, company-wide KPI dashboards with Klipfolio

Trace Medical teams up with a certified expert to build world-class KPI dashboards

Trace Medical is a national supplier of medical ventilators and respiratory care equipment serving long‑term care, home care, and emergency transport. As the company scaled, leadership—including SVP Elliot Campbell—needed reliable, real‑time data to drive patient care and asset productivity, but KPI tracking was fragmented across QuickBooks, Google Sheets, and manual logs.

They partnered with Klipfolio and Klipfolio‑certified consultant Anu Gupta of Livedata.Mobi to build custom dashboards tracking real‑time utilization, daily/weekly/monthly/yearly activity, key financial KPIs (DPO, DSO, AR balance) and website analytics. The dashboards are used hourly by the whole team on phones and office screens, improving decision‑making, operational visibility and team alignment—and the company reports being “much smarter” about the business.

Trace Medical

Elliot Campbell

Senior Vice President