Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce

What if your Monday review took one screen? Klient Insights answers the four questions every services leader asks on Monday, live, on the data already in Klient PSA.

LAVAL, QC, Oct. 15, 2026 /PRNewswire/ -- Klient today launched Klient Insights, a dashboard workspace built into Klient PSA, the Salesforce PSA for professional-services firms. Klient Insights puts margin, capacity, unbilled time and client health on one live screen, inside Salesforce, with no export and no spreadsheet.

Most services firms start the week the same way: someone exports hours, invoices and the resource plan, then rebuilds the same spreadsheet to answer four questions. Where are we losing margin? Who's free in 12 weeks? What's unbilled? Which clients need us this week? By the time the spreadsheet is ready, the numbers are already a few days old.

Klient Insights answers all four from ready-made Klient templates: Profitability, Capacity & Demand, Revenue & Billing, and the Account & Project Scorecard. Every number is live. Click any number to open the records behind it. Filter by team or role, then press Play to run the meeting straight from the dashboard. Because Klient Insights runs inside Salesforce, each person sees only the records their Salesforce access allows.

Need a view nobody has built yet? Press Edit and add a chart on any Klient PSA data, or let an AI agent build it for you with Agentforce and GUIDY1. Dashboards can also sit on a project, account or resource record page.

"Every services leader I know spends Monday morning rebuilding the same spreadsheet to answer the same four questions. 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." — Yanick Abraham, CEO, Klient

Klient Insights is rolling out now to all customers with Klient PSA 51.13. Customers can find setup steps and a quick-start guide in the Klient Feature Hub. Firms evaluating a PSA can book a demo to see it on their own data, or watch it live on November 5, 2026 at 11:00 AM ET: register for the webinar.

Learn more: Klient Insights

Klient builds Klient PSA, the professional services automation platform that runs 100% inside Salesforce, for professional-services firms of 50 to 1,000 people. Klient PSA covers projects, resources, time, billing and customer delivery in one Salesforce org, with nine Agentforce agents that take on routine delivery work and bring people only the key decisions. Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. Klient PSA is rated 4.9/5 on the Salesforce AppExchange (80+ reviews) and 4.5/5 on G2. Learn more at klient.com.

SOURCE Klient