Getting started with PowerMetrics

Welcome to PowerMetrics! We’re here to help you succeed with data.

This article introduces some PowerMetrics fundamentals to get you on the path to data discovery, including:

Your data journey - an overview

On your PowerMetrics journey, you'll begin by connecting to your data and choosing the metrics you want to track. Next, you'll visualize your data, by selecting from a variety of chart options. Then, you'll pinpoint related metrics and display them on a dashboard.

From here on your metrics will continue to collect data and build history, enabling you to collaborate, learn, and grow by analyzing, sharing, and monitoring your data.

Connecting to your data

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

PowerMetrics makes it easy to connect to your data, no matter where it is. For example, to connect to data services, like Google Analytics, HubSpot, and Facebook, just log into the service and give PowerMetrics permission to access your data.

Creating modelled data sources

When you connect to your data, you bring that data into PowerMetrics, resulting in a data source. Metrics rely on modelled data sources. When you add instant metrics, we model the data for you. When you add custom metrics, you’ll create your own modelled data sources. Learn more about modelling your data sources.

We love to give you options, including when you’re creating data sources. Depending on the service you’re getting data from, you can either use one of our pre-built data sources or build your own custom data source:

  • Pre-built data sources: Klipfolio offers hundreds of pre-built data sources that include the most commonly sought-after data points.
  • Custom data sources: If you need a unique set of data that’s not included in our pre-built data sources, you can write your own queries from scratch and create a custom data source.

Visualizing your data as metrics

In PowerMetrics, you visualize your data in metrics, like the one shown below. There are many chart types and styles available to choose from. Go here for an introduction to our visualization options.

You can either add instant metrics or build custom metrics from the ground up:

  • Instant metrics: Using our instant metrics helps you visualize your data quickly. 
  • Custom metrics: When our instant options don’t quite match your needs, it’s time to do some building of your own!

No matter which option you choose, our flexible design features will help you build metrics quickly and communicate your business data effectively. Learn more about creating metrics.

Tip: Practice building metrics using the sample data included in your Klipfolio account! Learn about sample metrics here.

Exploring your metrics

After you've added some metrics, it’s time to explore your data. When exploring, you make personalization changes that are only visible to you. It’s a great way to experiment with and find the optimal visualization(s) before adding your metrics to a dashboard. Learn more about exploring your metrics.

You can also watch this quick video for an introduction to exploring your metrics:

Creating metric dashboards

You've got metrics! It’s time to display them on a dashboard.

Metric dashboards are highly flexible, empowering you to create unique displays tailored to your specific needs and audience. A diverse set of configuration options means you can individualize each dashboard display. Add several views of a single metric and then apply different filters and segmentation to display your data from multiple perspectives, add text and images, set dashboard-wide date ranges and filters - there are so many possibilities for customization on a metric dashboard!

Learn more about metric dashboards.

Sharing metrics

You’ve got a story to tell! Sharing your metrics helps keep everyone informed and progressing toward common goals. It also encourages collaboration and discussion, leading to meaningful action.

You can share metrics and metric dashboards by:

  • Sharing internally with individuals or groups in your account and, optionally, granting them editing rights.
  • Sharing a link to your personal view to provide instant context.
  • Downloading and then sharing a PDF of your dashboards for digital or print distribution.

Learn more about sharing metrics and dashboards. Learn more about downloading dashboards as PDFs.

You can also watch this quick video for an introduction to sharing metrics and metric dashboards:

PowerMetrics overview (video)

Watch this video for a quick overview of PowerMetrics:

Finding help

Looking for help? We've got it covered! Browse articles in our Knowledge Base, watch videos on our YouTube Channel, contribute to and ask questions in our PowerMetrics Community, or chat with us. Learn about metrics, as defined by product experts, in MetricHQ. If you're stuck, contact our Support Team at support@klipfolio.com.

Tip: To access our in-app Help, click the  question mark in the left navigation sidebar. If the sidebar is not available, you’ll find the  question mark in the upper right corner of the screen. Our in-app Help gives you one-click access to Chat, the Knowledge Base, What's new, and the PowerMetrics Community.

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