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 Klips, PowerMetrics, 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. Discovering

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

Not sure where to find the right data? 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. Simply, create a connection between Klipfolio and your company’s Facebook account 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 metrics and Klips) and start tracking your progress and monitoring trends. Learn more about 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 source.

Don’t know how to write a data query? No worries! Klipfolio offers pre-built data sources that include the most commonly sought-after data points. If you're a PowerMetrics user, you'll have access to instant metrics, where, in just a few steps, you can connect to your data and create a metric visualization at the same time! For Klips users, you can take advantage of our pre-built data sources, for example, our Google Analytics “Audience Metrics” pre-built data source will give you a list of total monthly users, sessions, and page views for your company’s Google account.

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

Learn more about Klip sharing options.

4. Taking action

Now that you have your data, what do you do with it? Most importantly - 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 make historical comparisons between different time periods for your key metrics or set up performance indicators in Klips that indicate changes in your data.

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. Need some help elevating your dashboard building skills? Sign up for Data Hero Services.

6. Diving in and exploring

What are you waiting for? Discover and connect to your data. Add and, optionally, customize metrics or Klips 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!

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