What is Klipfolio?

Klipfolio is a cloud­-based web app that helps you succeed with data! Grow your business by understanding, visualizing, and tracking the KPIs and metrics that matter most.

Using Klipfolio, you can gather, share, display, and learn from your data - all in real­ time. You can also follow your data over time, enabling historical comparisons to track your progress.

Whether you use PowerMetrics, Klips, or both, Klipfolio helps you make timely, effective decisions for you and your business.

This article describes the following steps in your data journey:

1. Connecting

With Klipfolio, you can access data from cloud applications, local files, cloud file sharing services, SQL databases, and email attachments. Need some inspiration? Check out the hundreds of service options offered by Klipfolio.

Connecting your data to Klipfolio is pretty straightforward. For example, let’s say you want to track the popularity of your company’s Facebook page. You'll start by setting up a connection between Klipfolio and your company’s Facebook account and creating a set of data (called a data feed or a data source). That data feed or data source will be the basis for representing your data as metric visualizations or as Klips. Learn more about data feeds and data sources for metrics and data sources for Klips.

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

Don’t know how to write a data query? No worries! Klipfolio offers pre-built assets that include the most commonly sought-after data points. If you're a PowerMetrics user, you'll have access to instant metrics. Available for our most popular services, instant metrics connect to your data and create metric visualizations simultaneously! For Klips users, you can take advantage of our pre-built data sources.

Want to clean up messy data to improve the custom building experience? Use the data feed editor (for data feeds) or the modeller (for data sources) to prepare and refine your source data before using it to create custom metrics and Klips. Learn more about editing data feeds and modelling data sources.

2. Visualizing

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

  • 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. Take advantage of our fast and easy instant metrics or create your own custom metrics. The choice is yours!

Learn more about metrics.

  • Metric dashboards: Metric dashboards display your related metrics. Whether adding a pre-built dashboard template or building one from scratch, all of our dashboards are fully customizable, empowering you to create unique displays tailored to your specific needs and audience. This flexibility enables you to mold your data to effectively inform others and illustrate progress toward your business goals.

Learn how to create and customize metric dashboards and discover our pre-built dashboard templates.

  • 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 pre-built Klips from the Klip Gallery or build your own custom Klips using the Klip Editor.

Learn more about Klips.

  • Klip 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 Klip dashboards.

3. Sharing

Get everyone talking about your data! Encourage collaboration by sharing your metrics, Klips, and dashboards 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 downloading and sharing PDFs of your favourite dashboards, 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, metrics, and Klips on large screens.

Learn more about metric sharing options, including sharing dashboards as published views.

Learn more about Klip sharing options.

4. Taking action

Now that you have your data, what do you do with it? Exploring and personalizing your visualizations will help you get to know your data. The familiarity you’ll gain from tracking its progress over time will help you quickly identify changes so you can act if needed. Adding goals and indicators will ensure you don’t miss a thing.

Check out a metric’s homepage to quickly compare progress over time, access metric details, and visualize your data automatically using a professionally curated, yet customizable, template.

Open a metric(s) in the Explorer to analyze and dig deeper into your data in a personalized, free-form way. It’s the perfect place to investigate and learn without affecting the metric’s underlying data or its default display for others.

Stay on top of changes in your data by adding goals to your metrics. Depending on how they’re set up, you’ll be informed by in-app and/or email notifications when targets and thresholds are met (or not met).

In Klips, make historical comparisons between different time periods or set up performance indicators that indicate changes in your data. Go here for an example.

Remember to check back on your data as often as possible – we recommend you do this every day! Evidence shows that businesses that track their data on a daily basis notice trends and shifts that help them make effective decisions without delay.

5. Learning

Get to know us! Browse articles in our Knowledge Base, watch videos on our YouTube Channel, and contribute to and ask questions in our Community Forum. Learn about metrics, as defined by product experts, in MetricHQ. If you're stuck, contact our Support Team at support@klipfolio.com.

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