Getting started with Klipfolio

This article includes references to Klipfolio Trends, our BETA release that includes metrics. If you don't see Klipfolio Trends options and want to get on the waitlist for our BETA metric functionality, go here.

If you are using our Klipfolio Trends BETA functionality, we would love to hear from you! Please send us your feedback by contacting beta@klipfolio.com or by contributing via our Community Forum.

 

Klipfolio is a cloud­-based web app that brings your data to life! We can help you and your organization understand, track, and visualize KPIs, metrics, and other essential information.

Using Klipfolio, you can gather, share, and display the data that matters most to you - in real­ time. You can also create meaningful metric visualizations to track your data over time, enabling historical comparisons to see how your business is progressing. This article walks you through everything you need to know to get started with Klipfolio.

This article contains the following sections:

Discover your data

With Klipfolio, you can access data from cloud applications, files on your computer, cloud file sharing services, SQL databases, and email attachments.

What data will help you track and assess the health of your company? Get inspired by the hundreds of service options offered by Klipfolio.

Let’s say you want to track the popularity of your company’s Facebook page. All you need to do is create a connection to your company’s Facebook account from Klipfolio and create a set of data (we call it a data source). You can then use that data source to build a visualization (we call them Klips) and start tracking your progress and monitoring trends. Learn more about data sources here.

Need a unique set of data? Write your own queries from scratch and create a custom data source.

Don’t know how to write a data query? No worries! Klipfolio offers hundreds of pre-built data sources that include the most commonly sought-after data points. For example, you can use our Google Analytics “Audience Metrics” pre-built data source to get a list of total monthly users, sessions, and page views for your company’s Google account.

Want to streamline and simplify the Klip building experience? Use the Modeller to edit your data sources before creating Klips and metrics. Modelling your data sources makes it easier to understand and manipulate your data. Learn more about the benefits of modelled data sources here.

Visualize your data

Show off your data! Now that you have data, it’s time to visually present it as, for example, a table or a bar chart. You can visualize your data in multiple ways in Klipfolio, either as Klips on a dashboard or as metrics.

  • Klips: A Klip is a visual representation of data, like a pie chart, bar chart, or gauge. Klips are populated by your data and update dynamically based on the refresh rate of the associated data source. You can either use a pre-built Klip from the Klip Gallery or build you own in the Klip Editor.

Learn more about Klips here.

  • Dashboards: You display your Klips on a dashboard, which you can then show on large screens throughout the office or share with individuals or teams. Dashboards are a great way to consolidate similar content all in one place. Build your own dashboard from scratch or check out our pre-built dashboards in the  Dashboard Gallery.

Learn more about dashboards here.

  • Metrics: A metric is a value that's recorded over time, for example, Profit or Monthly Recurring Revenue. When you track the metrics that are most meaningful to your business, you get continuous access to current and historical information, enabling you to make the right decisions at the right time.

Learn more about metrics here.

Share your data

Get everyone talking about your data! Encourage collaboration by sharing your Klips, dashboards, and metrics with others. Distributing data trends and results helps keep everyone on the same page and progressing toward common goals. It also encourages discussion and meaningful action.

There are many ways to share in Klipfolio, including sharing a snapshot of your data (a static moment in time) or by sharing links to a dynamically updated view of your data. You can share with groups or individual people in your Klipfolio account or you can share with everyone in your office at once by displaying your dashboards and Klips on large screens. Learn about all the sharing options here.

Take action

Now that you have your data, what do you do with it? Number 1 - Monitor your data every day! Evidence shows that businesses that track their data on a consistent, daily basis notice trends and shifts that help them make effective decisions without delay.

You can set up performance indicators in Klips that indicate changes in your data or make historical comparisons between different time periods for your key metrics.

Learn

Get to know us! There are lots of ways to learn how to take advantage of everything Klipfolio has to offer. Check our our free courses, sign up for a workshop, browse articles in our Knowledge Base, watch videos on our YouTube Channel, and contribute to and ask questions in our Community Forum. If you're stuck and in trial, our agents are ready to help you via Live Chat. Need some help elevating your dashboard building skills? Sign up for Ninja Services.

Dive in and explore!

What are you waiting for? Sign up for a trial account - there’s no cost and no obligation to you and it’s a great opportunity to try Klipfolio on for size. Discover and connect to your data. Create and customize Klips or metrics to show your data. Share your creations with others. Monitor your key data points to track your company’s progress. Take actions based on the real world - your data!