Gary has a problem. The only time he gets visibility into how his business is performing is at the end of the month or, worse, at the end of the quarter.
It's like trying to drive your car with a broken windshield. You can't really see where you are going.
Imagine this scenario. You're in Marketing, and you want answers to questions like, "which paid advertising channels generate the most revenue?" And, you want that answer right now.
If you had that answer right now, we're willing to bet you'd put that data to good use.
Gary was tired of looking in the rear view mirror, seeing in reports what he should have done weeks ago. Like you, he wants to seize opportunities the instant they appear.
Think about it this way: In the marketing scenario why wait a month to find out which channels aren't performing well? That's a waste of money, especially when you could be spending that money on campaigns that generate revenue.
Imagine you had a way to see all your business metrics in one place – whenever you wanted to see them. You'd be able to check in and monitor the health of your business, spot problem areas, and optimize activities that are doing well.
With this data, you'd start making incremental improvements to all areas of your business. These types of improvements have a habit of adding up. Before you knew it, you'd transform your business.
Here's the good news: this is possible and affordable with Klipfolio.
Today's digital marketer is one part creative maverick, one part data nerd, and one part techie. A marketing dashboard is where these skills coalesce to impress the heck out of your team. Seriously, you have the ability to tell the story of your performance using data from virtually every service you use. How cool is that?
"Our mission is to make online marketing data really easy to access and to interpret. Klipfolio is the best tool to deliver on that promise."
- Erik Van Drop, Owner at Cervino Marketing
Sales teams today rely on data from so many different places that it’s difficult to get a clear view of the things that matter most. From CRMs, to Social Media, to call-tracking metrics, having a consolidated view into key performance metrics can allow data-driven teams to analyze every lead, every win, and every opportunity, and adjust accordingly. That’s why having real-time visibility into your key sales metrics is crucial.
“We can now track our sales data in real time. This not only saves us money, but gives us information we can act on immediately”
- Bridge Mellichamp, Director of Data Science and Special Projects at Stitch Labs
Startups live and die by metrics like Monthly Recurring Revenue (MRR), User Retention, and Cost to Acquire Customers (CAC). The right dashboard lets startup founders keep up-to-the minute on these metrics and stay focused on growing their business.
“Klipfolio lets startups develop sophisticated, meaningful dashboards. You really don't have to be a Fortune 500 company with a dedicated business intelligence team to get great insights. This is why we chose Klipfolio.”
- Loren Appin, Vice President of Growth at Pixable
As a business analyst, you need to create reports and dashboards from endpoints like Excel, SQL databases, FTP/SFTP, and internal services. This example shows how these services can be combined to create custom dashboards.
“Before Klipfolio, we relied on a lot of PDFs and Excel sheets to get the right data to the right user in the organization. This was time consuming. Klipfolio dashboards let us report in real-time.”
- Daniel Nielsen, Data Analyst at Ekstra Bladet
From software development and executive dashboards to customer support and user experience dashboards, we pretty much do it all. We've even built dashboards to track popular opinion during the Canadian Election.
STEP 1
The Gallery is the ideal starting point for your dashboard. Choose from our growing library of more than 300 pre-built visualizations for nearly 50 services.
Here's how it works:
STEP 2
Just like adding visualizations from the Gallery, you can add pre-built dashboards. These are complete dashboards used to monitor services like Google Analytics or AdWords.
Here's how it works:
STEP 3
Once you've assembled a few dashboards with our templates, you're going to want to build custom dashboards that tackle the unique and specific challenges of your business.
We've given you all the tools you need to build custom dashboards. As with any powerful software tool, there is a learning curve. So, grab a coffee, crack open our Editor, and start investing in your dashboard. We promise it'll be worth it.
Here's how it works:
STEP 4
Need help with your dashboard? We'd be happy to help.
We offer a free email and phone support as well as a number of services tailored to how much or how little help you need.
Find a service that works for you:
Klipfolio is 100% cloud-based. That's good for you because:
You don't have to download any software
You never have to update the software
You can quickly access your dashboard from any device with internet access
If you can't get at the data you need, you won't be able to power your dashboards. That's why our R&D team invests so much time and effort on data connectivity. It's also why we have more documented integrations than any other dashboard software provider.
With Klipfolio you can connect Excel, CSV, and XML files from your computer, FTP and SFTP files from your server, and connect from DropBox, Box, and Google Drive file sharing servies.
You can connect your Klipfolio dashboard with: MSSQL, MySQL, Oracle Thin, Oracle OCI, Sybase SQL Anywhere, PostgreSQL, Firebird, DB2.
Klipfolio supports direct connections to over 100 cloud applications such as: Facebook, Twitter, Moz, Pingdom, Salesforce, Marketo, Google Analytics, Google Adwords, Xero, HubSpot, New Relic, and many more.
We've developed an open API connector that provides access to 100s of other services, even if we don't have a direct connector today. In fact, we're aware of at least 439 services that our customers have connected to. If you have a question about a data source you don't see listed here, drop us a line and we'd be happy to help.
With Klipfolio, you have access to an extensive array of data services for developing custom visualizations. You also have access to our growing library of pre-built metrics and visualizations. We have over 300 templates for nearly 50 services to help you accelerate your dashboard development.
Our templates provide a cross-section of some of our most powerful features. For instance, some templates use drop-down menus to let you change the time period you're monitoring.
Other templates demonstrate the ability to create data mashups – that is, combining data from multiple services to generate a new metric.
It's important to know that all of the templates are fully editable. You can tweak, modify, or completely change any Klip added from the Gallery.
Many dashboard software offerings have a library of pre-built widgets that are hard-wired to a particular cloud service. In order to build something custom with these other services, you would need to hire a developer to help write the code for you.
We provide you (as in, everyone) with the ability to build custom visualizations without writing code. If you can use Excel formulas, you can use Klipfolio's editor.
Our editor is very powerful – and like other powerful tools – you will need to invest time learning the tool. We have awesome tutorials, videos, documentation, as well as online, email, and phone support from our success team.
Many of the custom metrics you need for your dashboard will require some math. For example, you need to calculate an ROI metric (Return On Investment) for your dashboard.
Fortunately, unlike many dashboard solutions, Klipfolio gives you the ability to do the math you need to create meaningful dashboards.
Data mashups are a specialty of ours here at Klipfolio. What's a data mashup? We're glad you asked! It's the ability to combine data from multiple sources into a single visualization. Basic mashups may display data side-by-side, while more complex mashups mold data into a single metric or series.
Here are some examples of data mashups our customers use.
This data mashup displays data from multiple social media services side-by-side, making it easy to compare followers on Twitter, Facebook, YouTube, LinkedIn, Instagram, and Google+
This data mashup combines data from Salesforce and Xero to calculate the Customer Acquisition Cost metric.
Like a daily cup of coffee, everyone likes their dashboards served up to their taste. We've developed an à la carte menu of sharing options so you can get access to dashboards the way you like.
Email a single visualization or an entire dashboard whenever you want.
Schedule automated emails of single visualizations or an entire dashboard to a defined group of users.
Use private links to share dashboards within your organization.
Publish a public link to promote your data stories to the world.
You are busy and want to be able to see how you are doing whenever and wherever you want. With Klipfolio for iPhone and Klipfolio for Android you can view the same dashboards you view on your browser or TV. And they are fully interactive.
If you want to build a culture that embraces data and that values transparency, then you will love our TV mode. It enables you to display your dashboards on a wall-mounted TV. It even enables you to cycle through different dashboards. And the bonus is that dashboards look really cool on a TV.
You want your dashboard to have the same look and feel as your brand. With custom CSS, you have almost unlimited options for styling your dashboard. Seriously, there isn’t much you can do once you let your design team loose in Klipfolio – they can change everything from font style to the color palette.
Klipfolio is a developer friendly platform. With our API you can perform automated actions from the comfort of your own development toolkit. Complete tasks like bulk uploading users, automating custom data source uploads, and even building dashboards. View the developer docs.
