How To blogs

A collection of our most recent articles on

The Magic of Mashing Plan Data Blog Banner

The magic of mashing plan data with actual results in your near realtime Klipfolio dashboard

By Rupert Bonham-CarterDecember 18, 2017

Banner Mastering The Customer Funnel

Mastering the funnel: Mapping your customer’s journey to revenue growth

By Allan Wille, Co-FounderApril 12, 2019

Performance Review Header

What you should measure in employee performance reviews

By Matt ShealyFebruary 3, 2020

Establishing The Best Social Media Kpis Banner

How To Establish The Best Social Media KPIs

By Tilo KmieckowiakFebruary 23, 2017

Best Web Analytics Tools

Best Web Analytics Tools List

By Jonathan MilneOctober 10, 2018

Building A Hubspot Dashboard with Klipfolio Banner

Building custom HubSpot reports and dashboards with Klipfolio

By Seth EppsOctober 16, 2017

Building Dashboards with Zapier Klipfolio Banner

A guide to building dashboards with Zapier and Klipfolio

By Stephen YatesMarch 3, 2016

5 Thing You Can Do in Klipfolio

5 things you’ve always wanted to do in Klipfolio but didn’t know you could

By Trish MermuysJuly 27, 2016

Objectives and Key Results Blog Banner

Objectives and key results: OKR is a performance management tool that works

By Ali PourshahidOctober 17, 2018

Personal Finance Kpis Blog Banner

The KPIs of personal finance: How to measure your personal financial success

By Mark BrownleeSeptember 11, 2018

Personal Kpis

How to set your own personal KPIs

By Jonathan TaylorApril 30, 2019

Preparing A Killer Package for Your Board

How to prepare a killer package for your board

By Allan Wille, Co-FounderJune 17, 2016

Proposal Writing

How to write a proposal

By Stef ReidFebruary 5, 2019

Continuous Learning Culture Blog Banner

Why a learning culture is important – and why your organization needs one

By Ali PourshahidJanuary 18, 2019

Recommender System

5 steps to setting up a recommender system

By Shaughn FinnertySeptember 11, 2017

Launch Successful Hackathon on 7 Steps Dev Manager Guide

How to run a successful hackathon in 7 steps: A Development Manager’s guide

By Ali PourshahidFebruary 23, 2016

First Coffee

The Ultimate Guide To Perfecting Your SaaS KPIs and Metrics

By Marisha SestoAugust 13, 2018

Marketing Automation Saas Kpi

Boost these top 3 SaaS KPIs with marketing automation

By Phil GamacheJune 27, 2017

Collaboration with Team

How to build a Sales Team Leaderboard

By Marisha SestoJune 19, 2018

Building Killer Salesforce Dashboard

Building Your Salesforce Dashboard - An Ultimate Guide

By Katya ZeisigAugust 15, 2018

Dashboard Journalism Blog Banner

Dashboard journalism: A beginner’s guide

By Mark BrownleeApril 4, 2018

Ga Sc Banner

How to set up the Google Analytics-Search Console Integration + 3 key SEO benefits

By Jonathan TaylorMarch 16, 2017

Share of Influence Vs Share of Voice

Beyond Vanity Metrics: Share of Influence Vs. Share of Voice

By Jonathan TaylorFebruary 29, 2016

Shopping Cart

How your online advertising and eCommerce site are driving sales

By Aaron VidasDecember 20, 2018

5 Easy HTML Tags Every Webpage Needs

5 Easy HTML Tags Anyone Can Code and Every Webpage Needs

By Danielle PoleskiJune 20, 2016

Event Metrics Header

Events and Marketing: 5 Key Metrics to Gauge Success

By Maggie GreeneFebruary 27, 2020

Top 5 Excel Tips

5 Excel Tips and Tricks Every Marketer Needs To Know

By Jonathan MilneOctober 8, 2019

Four Steps to Becoming A Confident Presenter Blog Banner

Four steps to becoming a confident presenter

By Allan Wille, Co-FounderOctober 5, 2017

Generate Leads to Your Business

How to generate great leads that make sense for your business

By Allan Wille, Co-FounderMay 6, 2016

Chamberhead

Top cybersecurity KPIs to track for risk mitigation

By Matt ShealyNovember 25, 2019

Google Analytics Queries Banner

How to use the Google Analytics Query Explorer to export data

By Jonathan TaylorJanuary 14, 2022

Google Sheets Blog Banner

Google Sheets: Best practices to prepare your data for publishing in your dashboard

By Monique AlmeidaOctober 23, 2017

Workflow Diagram Blog Banner

From Undone to Done: The Essential Guide to Workflow Diagrams

By Marisha SestoFebruary 21, 2019

High Value Vs Undesirable Backlinks

High-value vs. Undesirable Backlinks: 8 Tips that Lead to Big Business

By Lisa Hughes-NielsenOctober 2, 2018

Work from Home Metrics 1

How to manage and track team productivity while working remotely

By Mitch DupuisMarch 18, 2020

Build Hubspot Funnel Marketers 1

How to quickly build a HubSpot lead funnel for Marketers

By Mitch DupuisMarch 20, 2020

Ux Research

How to structure UX research

By Tomasz OgrodzinskiJune 22, 2017

How to Company Properties

Klipfolio Partner How-To #2: Company Properties can simplify client set-up

By Stef ReidJuly 31, 2018

How To

Klipfolio Partner How-To #1: Duplicating dashboards across client accounts

By Stef ReidJuly 5, 2018

Continuous Delivery

How to ensure quality in continuous delivery

By Ali PourshahidAugust 17, 2017

Key Business Metrics

How to establish key business metrics

By Jonathan MilneJune 20, 2017

Visually Appealing Marketo Dashboards

Create visually appealing, automated dashboards using Klipfolio

By Nicholas ManojlovicMarch 15, 2016

Identify Key Performance Indicator

How to identify your KPIs

By Jonathan TaylorJuly 25, 2017

Misleading Dataa

Misleading Statistics & Data: How To Protect Yourself Against Bad Statistics

By Hassan Ud-deenMarch 30, 2020

Head Top Paid

Top metrics to monitor for digital ad campaigns

By Erik van DorpMarch 5, 2020

Product Led Metrics Header

25 Metrics to Track in a Product-Led SaaS Company

By Allan Wille, Co-FounderMarch 11, 2020

How to Use Marketo Data to Build A Dashboard Your Team Can Monitor Blog Banner

How to use Marketo data to build a dashboard your team can monitor

By Phil GamacheFebruary 9, 2018

Customer Relationships Banner

Why building customer relationships is so important

By Jonathan MilneOctober 1, 2019

Cheat Head

The Ultimate Klipfolio Cheat Sheet

By Mitch DupuisMay 2, 2019

4 Steps to Designing A Dashboard that Inspires Action

4 Steps to Designing a Dashboard That Inspires Action

By Mitch DupuisDecember 20, 2017

5 Okr Hacks Blog

5 Hacks to Writing "Measure What Matters" OKRs

By Brett KnowlesNovember 27, 2018

Instant Metrics Powermetrics

Start your analytics journey with instant metrics

By Jonathan TaylorJune 8, 2022

Kpi Management

The basics of KPI management

By Jonathan TaylorFebruary 4, 2019

Popular Metrics Header

9 essential marketing metrics you need to track in 2020

By Anneka BurrettFebruary 18, 2020

Kpi Target

How to set actionable KPI targets

By Jonathan TaylorJuly 5, 2017

Cmo Dashboard

Real-time dashboards: Actionable data insight for CMOs

By Elias CrumSeptember 6, 2018

Lightning Talks

Build a knowledge-sharing culture with Lightning talks in six easy steps

By Ali PourshahidMay 25, 2016

Saas Ottawa

How and why we created a local discussion group for SaaS companies

By Allan Wille, Co-FounderApril 15, 2016

Software Dev Manifesto

A Software Development Manifesto

By Ali PourshahidApril 28, 2016

Marketers Guide to Apis

The marketer's guide to APIs

By Jonathan TaylorJune 28, 2017

Digital Marketing Agency Dashboard

How digital marketing agencies can leverage business dashboards

By Cameron ConawayJuly 6, 2017