Case Study: Upper Canada Truck Sales achieves real-time inventory and financial reporting with Klipfolio

Truck dealer optimizes inventory and financial reporting with Klipfolio

Upper Canada Truck Sales, a 23-year-old Canadian dealer of late-model, high-end transport trucks run by founders Shaun Boughen and Pat Tatchell, set out to be the best place in Canada to buy a used truck. Growth loosened internal processes and Shaun began receiving P&L reports weeks late, leaving the team reliant on intuition and unable to act quickly enough to shorten sales cycles or pinpoint which activities drove success.

They adopted Klipfolio, starting small by connecting Dealer Spike and Salesforce and building mobile dashboards and weekly PDF snapshots. Real-time metrics — inventory history, sales pipeline, rep performance, P&L by truck/location, web and social engagement — now inform buying, sales and marketing decisions, improved responsiveness, and better team accountability; next steps include a 10-year historical sales view and PowerMetrics to further optimize the business.

Upper Canada Truck Sales

Shaun Boughen

President and Founder