New:

• Dashboard and custom metric improvements: We made a few UI changes to make it easier to create custom metrics and to find and interact with metric and dashboard options.

• Filtering for custom metrics: We’ve added some new filter options to custom metrics: “Is empty”, “Is not empty”, “Is null”, and “Is not null”. Learn more about filters here.

New:

• PowerMetrics top-ups: Need more data services or a longer date range window but aren’t ready to upgrade to a higher plan? If you’re on the Pro or Plus plan, contact us at success@klipfolio.com to ask about our new top-ups! Learn more here.

• New bar and column chart style: The new colour by category style can be applied to bar and column charts to assign colours based on the category you want to display in your metric. Learn more here.

Fixes:

• SharePoint connector: If your SharePoint drive included multiple root directories (Document Libraries) the wizard considered them as normal folders. Since the root directory configuration doesn’t include a drive ID, this was causing a malformed query and showing no results. To fix this issue, each root folder is now considered as a separate drive.

New:

• Data sources: The modelled data sources that are created for you when you add instant metrics are managed by Klipfolio PowerMetrics. If you want to display this data source type in your Data Source List, click the 3-dot menu in the top right of the page and adjust the toggle to Show data sources managed by PowerMetrics. Learn more here.

• Editing instant metrics: We’ve added more editing options to instant metrics. You can now rename, change the refresh rate, and go to the associated modelled data source details page. Learn more here.

• Resetting instant metric data: Reset data for an instant metric by deleting its stored historical data and re-downloading new data. There are several reasons you may want to do this, for example, if you made changes to the service, decided to connect using a different account, or there was an API disruption. Learn more here.

• Deleting and replacing custom metric data: Want to focus on a different measure than the one you originally chose? Added a column of data to your modelled data source that you now want to include in your custom metric? Instead of starting over, you can delete the stored historical data for a custom metric and replace it with different data from your modelled data source. Learn more here.

New:

• HubSpot v3: Start tracking your leads, opportunities, customers, and more with just a few clicks using our HubSpot v3 instant metrics. Feeling creative? Use the query builder in PowerMetrics to add HubSpot v3 custom metrics too! Learn more here.

• Sample metrics: When you begin with PowerMetrics, you get immediate access to a sample metric dashboard and sample metrics. We just added the ability to delete these sample metrics if you no longer require them. Note that once they’re deleted, they cannot be re-enabled. Learn more about sample metrics.

• Service icons for metrics: We’ve added an error overlay icon to the metric list and explore pages to indicate if the data source for the metric has been deleted. Learn about this icon and others here.

• Accessing metric details: Want to learn more about a metric? Click its 3-dot menu and select About to see information such as: metric and source metric names, metric owner, the amount of data history that’s being stored, when the metric was last edited and last refreshed … plus lots more! Learn more here.

New:

• YouTube: Start tracking your video views, subscribers, impressions, and more with just a few clicks using our YouTube instant metrics. Feeling creative? Use the query builder in PowerMetrics to add YouTube custom metrics too! Learn more here.

• Google Analytics 4: Start tracking your users, sessions, events, conversions, revenue, and more with just a few clicks using our Google Analytics 4 instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Google Analytics 4 custom metrics too! Learn more here.

• In-app Help: We’ve made it easier to get help. The new Help button links you up to Live Chat and helpful articles in our Knowledge Base and keeps you up to date with all our new features.

New:

• PowerMetrics dashboards: You can now download and print your favourite dashboards as PDFs. Keep everyone informed with access to a digital or printed copy of your data. This feature is available to Plus, Pro, and Custom plans. Learn more here.

• Calculated metrics: In the past, when building calculated metrics, it could be difficult to tell which service each metric was associated with. We now display the service icon for each metric when building calculated metric formulas.

• Table visualization enhancement: For list and pivot tables that include a date/time column, you can now choose to hide or display blank time periods.

New:

• PowerMetric dashboards: You can now control colours for charts on metric dashboards. Choose from our pre-set colour assignment options or add your own custom colours. Learn more here.

• Modelling data sources: We’ve added Duration as a data format type. In addition to Text, Number, Percentage, Currency, and Date, you can now assign Duration as a format type to columns in the modeller and select it as a value when building custom metrics. We’ve also simplified the way duration is handled in the Klip Editor. You no longer have to write a formula to convert duration data into seconds - we do it automatically for you. (This feature applies to newer Klips accounts - signups post-October 2020.) Learn more here.

• Metric date range filtering: We’ve added a new option called “Auto” to our list of pre-set date range filters. When selected, the auto option filters to display data for today minus the number of days included in your plan. For example, if you’re signed up with the free PowerMetrics plan, you’ll see data for today minus 62 days. The Auto option is especially well-suited for comparing metrics on a dashboard, potentially providing a more contextual perspective. This option ensures your dashboard displays as much historical data as possible, while keeping the dashboard date range and charts’ x-axis in alignment to support easier comparisons between metrics Learn more here.

• MongoDB connector: We’ve updated our MongoDB connector to support SSL connections.

• Salesforce: Start tracking your leads, customers, and opportunities with just a few clicks using our Salesforce instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Salesforce custom metrics too! Learn more here.

• Zendesk: Start tracking your tickets, contact resolution rates, response times, and more with just a few clicks using our Zendesk instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Zendesk custom metrics too! Learn more here.

• Performance and quality enhancements

Updates and Fixes:

• Date filtering for custom metrics: Modified, clearer date filter operator names make it easier to apply date filters for custom metrics.

New:

• Metrics that access multiple services: We’ve added a new service icon to the metric list, explore view, and the add metric dialog that indicates the number of services used in the metric and the service names (up to 4). See below for an example of the multiple service icon for a calculated metric that uses Instagram Business, an Uploaded File, and LinkedIn, plus 2 other services:

New:

• Print metrics and dashboards or save them as PDFs: You can now set up your favourite metrics and dashboards to print or save as PDFs. This browser-based printing capability is the first, lightweight version of our upcoming, more advanced printing feature. Learn more here.

• Instant metrics: When adding instant metrics, you can click on the information button on the metric tile to see a brief definition and the formula used to create the metric. Now, you can also see a list of available dimensions for the metric.

• Modelling data sources: We’ve added the ability to unpivot columns in your data source so you can easily convert data from a pivot table format to a list table format. Learn more here.

New:

• PowerMetrics: You can already add instant metrics for our most popular services. Now there’s a new, simplified, yet powerful, option for creating custom metrics for those services too! Connect to any of these services: Google Analytics, Google Ads, HubSpot, Instagram Business, Facebook, Facebook Ads, LinkedIn Pages, LinkedIn Ads, Twitter, Twitter Ads, Stripe, Mailchimp, Xero, and QuickBooks. Then, choose the data you want to query, further specify the data using filters, and, optionally, refine it to use in your metrics. Learn more here.

• Inviting users to your account: We’ve updated the way you invite users into your account. The new design means you can invite multiple users and set their roles/permissions in one simple action. All you need is their email address. If you invite more users than your plan allows, you’ll be automatically prompted to either purchase a top-up or upgrade your plan. Learn more here for PowerMetrics and here for Klips.

• Performance and quality enhancements

New:

• Admin enhancements:
• There’s a new point of access for all administrative actions. Click the button in the left navigation sidebar to access all admin settings. We’ve also added shortcuts for the actions you perform most. Learn more here.
• We’ve added product-specific colours to the left navigation sidebar to help you quickly see which part of Klipfolio you’re currently working in - PowerMetrics, Klips, or the Administrative section.
• PowerMetrics pricing plans: Our pricing plans have expanded to include more editor users at every level.
• Adobe Analytics connector: We’ve updated our connector to support Adobe Analytics version 1.4.

Fixes:

• Single Sign-on: We fixed the issue where a new key was not being generated when setting up custom single sign-on for a client account.

Fixes:

• Klips charts: A couple of issues were found with the starting numbers for the Y-Axis in charts. This was preventing negative values from displaying correctly and bars from displaying for smaller values. These issues have been fixed.

New:

• Metric List enhancements:
• We’ve added a “New” tag to your metric list so you can quickly see which metrics you recently added.
• You can now filter your list of metrics by type. For example, you can filter to display only your calculated metrics, metrics for a specific service, or metrics created from uploaded files. Learn more here.
• Instant metrics: We’ve redesigned the data services page in PowerMetrics to make it easier to see which data services include instant metrics.
• PowerMetrics: Icons that indicate service and metric type now display beside metric names in the metric’s explore view, the metric list, and when adding metrics to a dashboard.

Fixes:

• Klips line charts: We fixed the issue where markers were displaying in line charts when they were set not to display.
• Klips chart labels: We fixed the issue where the outline for value labels on charts was not visible, making the values difficult to see.
• Klips bar charts: The Y-axis in bar charts now show the best fit range, as expected.

New:

• PowerMetrics: We’ve added state icons that indicate when you need to re-authenticate your account connection. Learn more here.

Performance and quality enhancements

New:

• Stripe connector: Instant metrics are now available for Stripe!

Fixes:

• Domain alias settings: There was a string error on our domain alias settings page that has been fixed (da.kfnet.ca has been updated to da.kfnet.io).
• Email attachment data sources: After creating a data source from an email attachment, the new data source wasn’t displaying in the data source list for the account. This issue has been fixed.
• Metric dashboards: When adding metrics to a dashboard, there was an issue where you could only see a maximum of 50 metrics to select from. This has been fixed. You can now scroll to see all available metrics, 50 at a time.

New:

• Custom CSS for Klips: We’ve added a new property to the Klip Editor. To adjust the style of one or more Klips, you can add one or more classes to the root of any Klip container using the new Klip Class(es) property. Learn more here.

New:

• Metric List: Our redesign of the metric library page takes it to the next level! All of your metrics now display as a dynamic list. Not only can you see all your metrics in one place but you can use this page to keep informed on their progress. At a glance, you can check metric values, progress, and trends. Use the filter options to set a date range or to see a list of the metrics you're interested in right now. Get quick access to learn more about each metric. Click a metric to open it in its explore view or in a new tab. You can also delete metrics you no longer need. Learn more here.
• Snowflake Connector: We’ve updated our Snowflake connector to support all available regions.

Fixes:

• Data source refresh: Data sources with a refresh setting of “never” can now be multi-selected when queuing for refresh.
• Metrics: When editing a metric, changes made to the metric’s data shape (for example, changing from periodic to transactional data) were not being retained after saving. This has been fixed.

New:

• PowerMetrics:
• To provide greater clarity for our customers, we now refer to the asset you create in PowerMetrics as a “metric”. These assets were previously referred to as “PowerMetrics”. Our product name hasn’t changed.
• When choosing a service for your instant metrics, you can now see how many others are connecting to the service and the number of instant metrics available.
• LinkedIn connector: We connect to LinkedIn business accounts (not personal accounts). To improve clarity, we’ve changed the connector name to LinkedIn Pages.
• Instagram connector: We connect to Instagram business accounts (not personal accounts). To improve clarity, we’ve changed the connector name to Instagram Business.

Fixes:

• Modeller: Merged models were including blank rows for unmatched values from the secondary data source. This issue has been fixed.

Performance enhancements