Klipfolio Changelog 2022

Up to Sept 26th

New:

  • Dynamic metric naming: When you add a metric to a dashboard (and the visualization includes segments), we apply a default metric name that includes a reference to the metric visualization’s segmentation and over properties. For example, if you have a metric named “Hits” and it includes the segments “Channel”, “Media”, and “User Type” and a date column, when you add it to a dashboard its name will auto-update to include the segment that’s currently displayed in the metric, for example, “Hits by Channel Over Time”. Learn more here.

 

  • Pre-built dashboard templates: Looking for inspiration? Check out our new dashboard templates. We’ve added 20+ templates for 11 services, including Facebook, Google Ads, Google Analytics and Google Analytics v4, HubSpot (v2 and v3), Instagram Business, QuickBooks, Shopify, Stripe, and Xero. Designed and curated by Klipfolio experts, they’re a fast path to powerful and professional dashboards. Learn more here.

 

  • Quarterly time periods for metrics: When exploring your metrics, you can now select quarterly time periods as an option under “Over”. Quarterly time periods are designated as follows: Q1 starts Jan 1st, Q2 starts Apr 1st, Q2 starts Jul 1st, and Q4 starts Oct 1st.

 

Up to September 12th

New:

  • Custom time zones for PowerMetrics: In PowerMetrics, you can now either use the account-wide time zone setting or apply custom time zones to metrics, dashboards, and your metric list. Learn more here.

 

  • More metric goal options: When setting recurring goals for your metrics, you can now choose between being notified immediately when your target is reached or being notified at the end of a set time period. Learn more here.

 

  • Sign in using Xero or Intuit: In addition to signing in to Klipfolio with Google or a Klipfolio email and password, you can now also sign in using your Xero or Intuit credentials. Learn more here.

 

Up to August 3rd

Improvements and fixes:

  • Goal notification emails Previously, the timestamp for all goal notification emails defaulted to EST. Now, the timestamp is based on the time zone that’s set for your account. Learn how to set time zones for your account.

 

  • Time zone visibility: The account time zone is more visible now when viewing and editing metrics, in explore view, on a dashboard, and in the metric list. We’ve added the same improvement for Klips on Klip dashboards. See the following example with the tooltip open:

 

 

Up to July 22nd

New:

  • Instant and custom metrics for Shopify: Start tracking your Average Order Value, Net Sales, Payouts, and more with just a few clicks using our Shopify instant metrics. Our new Shopify instant metrics use the Shopify API and support automatic backfill (up to 6 months of data history). Feeling creative? With access to 60+ data views in our query builder, the sky’s the limit when it comes to creating custom Shopify metrics! Learn more here.

 

Up to July 11th

New:

  • Now available - Klipfolio PowerMetrics for Stripe! We’re excited to announce the release of our PowerMetrics for Stripe app. Now you can get the best of both worlds – online payment processing and subscription management with Stripe and in-depth business analytics with PowerMetrics. Why you’ll love the PowerMetrics for Stripe app.

 

  • Now you can display metric goals in summary charts too! We recently introduced metric goals for bar, line, and area charts. Now, you can also display goals on summary (single value) charts. Set goals and track your metric values as they move above and below a threshold or watch your metric progress, starting at the beginning and moving toward a target. Learn more.

 

  • Adding instant metrics just got faster! Adding instant metrics has always been fast but now it’s even faster! That’s because we’ve streamlined the account connection process. The first time you add an instant metric for a service you’ll be prompted to enter your account credentials. The next time, we’ll assume you want to use the same account and skip this step. Want to use a different account? No problem! Simply click the account connection at the top of the page and enter your credentials.

 

Up to June 8th

New:

 

  • Download metric visualizations as CSV files: Use CSV file versions of your metric visualizations in spreadsheets, for record-keeping, when debugging issues, to preserve a snapshot in time, to help you do comparisons, and in presentations -- basically, use them anywhere you want to see computed results! Learn more here.

 

Improvements and fixes:

  • Data reconciliation for PowerMetrics is now even better! Recently, we made some changes to significantly improve reconciliation in PowerMetrics, however, some customers noted the following issue: If they removed a date value in the underlying data source and replaced it with a new date value, the old value remained and the new value was not being picked up. This issue has been resolved.

 

Up to May 25th

New:

  • Looking for more in PowerMetrics? We just made that easier with our new PowerMetrics Top-Ups! Available with Plus and Pro plans, you can now get additional data services, an extended date range window, and additional editor users, without moving to a higher-priced plan. Need some extra help? Check out our Data Hero Services Power-Up option. Learn more in this article or go to your Plan page by clicking the button in the left navigation sidebar in PowerMetrics and selecting Plan.

 

  • Searchmetrics connector for Klips: We’ve updated our Klips connector to support Searchmetrics V4. Learn more.

 

  • Goals for area charts: We recently released our goals and notifications feature but are working hard to make it even better! Besides being able to display goals in bar and line charts, you can now also display them in area charts. Learn more about goals.

 

  • Choose from multiple currency symbols: Our default currency display symbol is USD $. Now, when creating custom and calculated metrics and editing instant, custom, and calculated metrics, you can replace the default with an alternate currency symbol. Note that this is a display option only. Currency is not converted. Learn more here and here and here.

 

Up to May 4th

New:

  • Goals and notifications: Get ready to track your business’ progress by setting threshold and recurring target goals for your metrics! Visualize your metric goals in bar and line charts and keep updated on their status with in-app and email notifications. Learn more here.

 

Fixes:

  • Calculated metric details page: An error displayed in the formula description when clicking About for calculated metrics on a Klip dashboard. This issue has been resolved.

 

Up to April 20th

New:

  • Integrations page: We’ve added an Integrations page to our admin section. If you see the button in your left navigation sidebar, you’re using our redesigned UI. Click and select Integrations to manage your Klips integration with Slack. If you’re using the legacy design, you’ll continue to access Slack integration settings as before. Learn more here.

 

Up to March 31st

New:

  • Data reconciliation: We've redesigned our reconciliation strategy. When you make fundamental changes to a data source, for example, updating a value for a past date or removing columns in a spreadsheet, our new strategy ensures your instant and custom metrics automatically update to align with the data source changes. Learn more here.

 

Upcoming deprecation:

  • The Google AdWords API is being deprecated and will be replaced by the Google Ads API. As a result, it will no longer be supported as of April 27, 2022. If you’re using Klips and have Google AdWords Klips and data sources, go here to learn how to migrate to the Google Ads API. If you’re using PowerMetrics and have Google AdWords metrics and data sources, go here.

Up to March 22nd

New:

  • Google Ads instant metrics: We’ve been busy creating 23 new instant metrics for Google Ads! All of these new metrics use the Google Ads API and support automatic backfill (up to 6 months of data history). Note that we’ve renamed our old connector to Google AdWords. Instant metrics for that service use the old Google AdWords API, which will be deprecated on April 27, 2022.

 

Improvements and Fixes:

  • Snowflake data sources: In addition to building a Snowflake data source using our in-app connector, you now also have the option to build a Snowflake data source using the Klipfolio API.

 

  • Data source reconfiguration: Customers were getting an error when attempting to reconfigure their data sources. This issue has been fixed.

Up to Feb 28th

Fixes:

  • Bing Ads connector: The issue where customers were unable to select accounts and reports using the Bing Ads connector has been fixed.

 

  • Role membership: Selecting a role (for example, “PowerMetrics Editor”) and then clicking “Users” (to see which users are assigned to that role) resulted in a white screen. This issue has been fixed.

Up to Feb 10th

New:

  • Editing instant metrics: You can now connect to and get data from a different account when you’re editing instant metrics. Learn more here.

 

  • Creating custom metrics: We’ve made the process for creating unsegmented custom metrics easier and more intuitive. Learn more here.

 

Fixes:

  • Metric library: To more accurately describe the functionality of the “Last updated” column, we’ve changed its name to “Last refreshed”. Learn more here.

Up to Jan 27th

New:

  • Stored data history: We’ve made it easier for you to see the number of days of stored data for each of your metrics. Check the upper-right corner of the top navigation bar to see metric data history storage and refresh details.

 

  • Automatically get more data history for Google Analytics and Google Analytics 4 instant metrics: We now support data history backfilling for all of our Google Analytics and Google Analytics 4 instant metrics. When you add these metrics, they’ll instantly include your most recent 2 weeks of data. After auto-backfilling is complete, they’ll include up to 6 months of historical data.
  • General performance and quality enhancements.

 

Up to Jan 18th

New:

  • Column names in the modeller: You can now choose to either automatically set column names, based on the column in the original data source, or enter your own custom column names. In addition, the new "Use text in row" option enables you to name a column heading based on text from a specific row in the model. Learn more here.

 

  • Excluding rows in the modeller: We’ve added the option to "Exclude data before row x" to the custom data source modeller for PowerMetrics. Learn more here.
  • General performance and quality enhancements.

 

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