Tips from Klipfolio Experts

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A place where Klipfolio employees and Experts share their favourite tips and tricks for using Klipfolio.

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Month Wise Leads Probability Admin iPlan March 05, 2021 11:18 0 comments 0 votes None
Display Month wise data Admin iPlan March 04, 2021 10:42 2 comments 0 votes None
Year Filter Dale Pease December 14, 2020 16:25 1 comment 0 votes None
Timestamp to date covert Iva Futo November 17, 2020 17:52 1 comment 0 votes None
Email Attachment from OTRS Tobias Metz October 05, 2020 08:47 1 comment 0 votes None
Displaying User Input Control Selection in a Klip Dale Pease June 11, 2020 20:46 3 comments 0 votes None
Connecting to Salesforce Without Salesforce Enterprise Claire Jones June 01, 2020 18:14 2 comments 0 votes None
Nested JSON with multi level items Yaron Meiner May 05, 2020 20:37 1 comment 0 votes None
User input from multiply sheets to Table Viktor April 28, 2020 16:10 2 comments 0 votes None
How can I use grouping to sort my data by two columns? Keely Davison April 07, 2020 15:34 0 comments 0 votes None
How do I display the last 4 quarters on the x:axis and align my series data to it? Yvonne Van Alphen March 27, 2020 20:02 0 comments 1 vote None
Sorting by Month on X-axis Keely Davison March 23, 2020 18:33 0 comments 0 votes None
Filtering Profit & Loss and Balance Sheet Quickbooks JSON Data Adam Doogan-Smith March 11, 2020 22:25 0 comments 0 votes None
HubSpot - How to connect Contacts, Deals and Stages together Shima Beigzadeh December 18, 2019 17:46 0 comments 1 vote None
How to Create a Pivot Table (Cross-Tabulation) in Klipfolio Michael Bennett December 01, 2019 22:02 0 comments 0 votes None
Using Calculated PowerMetrics to track metrics form Instagram and Instagram Business data Shima Beigzadeh October 29, 2019 15:30 0 comments 0 votes None
Setting up an indicator using a custom results row Yvonne Van Alphen October 25, 2019 20:44 2 comments 1 vote None
Create a Target or Baseline In a Bar/Line Chart Michael Bennett October 02, 2019 00:02 2 comments 0 votes None
PowerMetric: Binning your Data Adam Doogan-Smith October 01, 2019 23:23 1 comment 1 vote None
PowerMetric how-to: Reporting on Average Per Day across Various Time Periods Meggan King September 27, 2019 13:48 0 comments 0 votes None
Leaderboard Examples Meggan King September 24, 2019 14:40 0 comments 0 votes None
Netsuite Data Connector Meggan King September 24, 2019 14:37 0 comments 0 votes None
Help! My data source failed to refresh. Meggan King September 20, 2019 20:59 1 comment 1 vote None
Getting Historical Data into a PowerMetric Janice Janczyn August 21, 2019 20:10 0 comments 1 vote None
Modelled datasources- you owe it to yourself! Dan Guterman August 21, 2019 18:43 0 comments 1 vote None
Using PowerMetrics to track Twitter data Shima Beigzadeh August 20, 2019 21:17 0 comments 0 votes None
Zendesk PowerMetric Examples from Klipfolio Support Team Meggan King August 02, 2019 13:41 6 comments 0 votes None
How to create a rate, eg Google Analytics Bounce Rate, using instant and calculated PowerMetrics Keely Davison August 01, 2019 19:04 0 comments 0 votes None
Calculating a Percentage of Total using PowerMetrics Keely Davison August 01, 2019 13:11 0 comments 0 votes None
Customized Visualizations using Calculated PowerMetrics Keely Davison August 01, 2019 13:07 0 comments 0 votes None